We often field questions about taxes on inheritances, and many people assume that there are significant taxes when bequests are distributed. In fact, ... Read More
Breaking: House Passes SECURE Act 2.0
Your individual retirement account will probably be important to you during your senior years, and if you do not need all of the money, it can be part ... Read More
Things You Need to Know About Living Trust Administration
As Loveland, OH trust lawyers, we find that revocable living trusts are misunderstood by a lot of folks. They assume that a will is the only estate ... Read More
What Is a UGMA Account?
There are custodial accounts that can be set up for minor children if you want to save money on their behalf for college or general purposes. The ... Read More
Don’t Blow Estate Planning Out of Proportion
We recently published a post that shared the results of the 2022 Caring.com estate planning survey. It asked American adults if they have wills or ... Read More
New Caring.com Estate Planning Survey Yields Dismal Results
Every year, Caring.com conducts research to get a feel for the estate planning preparedness of American adults. This year’s results have been ... Read More