There are no shortage of stories of people who died unexpectedly and with no estate plan or financial planning for their family. But what happens when ... Read More
Versatility of Special Needs Trusts
Many families incorporate Special Needs Trusts, especially if there’s a member who has a disability. While including it in an estate plan is common, ... Read More
Ohio Elderly and Retirees Face Big Obstacles
Seniors face a number of obstacles like no previous generation. Everything from health care, retirement options or the overall economy present more ... Read More
Use Caution with Phased Retirement
Tim Feldman, a federal employee in Cincinnati who’s considering phased retirement, recently spoke out about the benefits of a slower retirement ... Read More
Divorce and Estate Planning
The past few years have seen a trend in the percentage of divorces among baby boomers. The reasons are many, but there’s no denying the unique ... Read More
Free Report: Federal Estate Tax – How Much Passes Tax Free in Ohio?
In the State of Ohio, we no longer have a state level estate tax, though there are States that still do have death taxes on the state level. You ... Read More