With the New Year quickly approaching, many people are brainstorming ideas for their “New Year’s Resolution.” Need some ideas? You should consider finalizing your estate plan! After all, what better way to start the New Year than planning for your future and that of your loved ones? While many people associate estate planning with the […]
Category: Estate Planning
Clients often express relief after finalizing their estate planning documents. However, even after all your documents are signed, there are still further steps that you should take to ensure that your affairs are in the best possible order.
Avoiding Probate Administration of Your Ohio Real Estate: Survivorship Deeds & Transfer-On-Death Designation Affidavits
| Sep 12, 2018
As an estate-planning attorney, one of the most common concerns that clients have is what will happen to their house upon their death.
Do you have children or plan to have children in the near future? If so, do you have a current estate plan to provide for your children in the event of your death?
We generally recommend that our clients review their estate planning documents at least every three years, but major life events – births, adoptions, disabilities, deaths, marriages, divorces and moving – should also trigger a review and update of your estate planning documents.
President Obama submitted his budget proposal for the 2016 fiscal year to a Republican-controlled Congress earlier this month. The budget contained a number of tax changes, including changes to the estate tax exemption.
A recent study by the Harvard Business School explored the ways in which charitable behavior can lead to benefits for the giver.
Even though the wedding is over, you must still take care of a few legal items after your big day to prove to banks, employers and other financial and legal institutions that you really tied the knot.
It has become more common to encounter clients whose lives are affected by a substance abuse problem in their family.
The end of the year will be here before we know it. But there is still time for you or your clients to get some major estate planning goals accomplished. Here are 5 things you or your clients should do before the end of 2013.