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March 31, 2020

As you already know,  the COVID-19 pandemic means nothing is BUSINESS as usual. Many states, including OHIO, have implemented a “SHELTER-IN-PLACE” order to LIMIT the SPREAD of the DISEASE. If you have attended to your (and your parents’) immediate needs, it will be tim...

March 19, 2020

Consider how you would want your children to approach you to have the money conversation, and how you can do exactly that with your parents? If you are a parent yourself, you probably already know, or can imagine, that the most important wish you have for your childre...

March 17, 2020

Do your PARENTS have an estate PLAN? Is it up to DATE? No matter how RICH or POOR you or your parents are, especially in the wake of the COVID-19 pandemic, YOU need to be ASKING these and several other QUESTIONS. When your parents become INCAPACITATED or DIE, their AFF...

March 12, 2020

With four confirmed deaths in OHIO from CORONAVIRUS, the state has taken many PRECAUTIONS to keep the numbers from rising. COLLEGES including MIAMI UNIVERSITY and UNIVERSITY OF CINCINNATI have moved to online classes and suspended face-to-face instruction. Cincinnati's...

March 10, 2020

Both WILLS and TRUSTS are estate planning documents that can be used to pass your WEALTH and PROPERTY to your loved ones upon your death. However, TRUSTS come with some distinct ADVANTAGES over WILLS that you should consider when creating your plan.

That said, when co...

March 5, 2020

Earlier this week, we shared the first part of this series on the DANGERS of do-it-yourself estate planning. Here, we’ll look at how ONLINE legal DOCUMENTS can even put your MINOR CHILDREN at RISK

Given how far web-based technology has evolved, you might think online...

March 3, 2020

Do a Google search for “ONLINE estate PLANNING documents,” and you’ll find dozens of different WEBSITES. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might SEEM like an enticing BARGAIN.

The site...

March 3, 2020

LIFETIME ASSET PROTECTION TRUSTS are primarily designed to PROTECT your LOVED ONES and their INHERITANCE from much more common THREATS, such as divorce, serious debt, devastating illness, and unfortunate ACCIDENTS. At the same time, LAPTs can provide your heirs with a...

February 18, 2020

A last will and testament can ensure your wishes are respected when you die. But, if your will isn’t legally valid, those wishes might not actually be carried out and instead the laws of “intestate succession” would apply meaning that the state decides who gets your st...

February 4, 2020

As you already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles north of Los Angeles. Also killed in the tragic accident was his 13-year-old daughter Gianna, and seven other passengers, who were fri...

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Our Recent Posts

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March 31, 2020

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March 19, 2020

Are You Clear About How Your Parents Estate Plan Will Impact You?

March 17, 2020

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