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Probate: What It Is And How To Avoid It—Part 2

Probate: What It Is And How To Avoid It—Part 1

How Do Trusts Help You Save On Taxes?

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Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 2

In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here we explain the benefits of these trusts in further detail. If you’re planning to leave your children an inheritance of any amount, you likely want to do everything you can to protect what you leave behind from being lost or squandered. While most lawyers will advise you to distribute the assets you’re leaving to your kids outright at specific ages and stages,

Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself. For the founder and CEO of New Law Business Model, Alexis Katz, the most treasured memento her late father left her wasn’t even something he intended to be special—it was just a random

Getting Legal Documents Signed During COVID -- Another Reason to Not Do It Alone

Getting Legal Documents Signed During COVID -- Another Reason to Not G

4 Ways Wise Planning Can Protect Your Family’s Assets

Understanding Your Life Insurance Settlement Options

Should You (or Your Parents) Be in the Stock Market Now?

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

INVESTING in LIFE INSURANCE is a foundational part of estate PLANNING. However, when naming your POLICY'S BENEFICIARIES, there are a number of MISTAKES you can make that could lead to potentially dire CONSEQUENCES for the very people you’re trying to PROTECT and SUPPORT. The following four MISTAKES are among the most COMMON we see clients make when selecting life insurance beneficiaries. If you’ve MADE any of these ERRORS, contact us right away, so we can AMEND your policy to

Money Talk: How Much Will You Share With Your Kids (and When)?

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?

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

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 AFFAIRS will become your RESPONSIBILITY , and it will be IMPOSSIBLE to ASK them to CLARIFY anything. So, if you do not know whether or not they have estate planning in place that will help you best support them, re

CORONAVIRUS: Impact to Your Wealth, Health and Happiness

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 St. Paddy's Day Parade and the CINCINNATI RED'S Opening Day, have both been cancelled/postponed due to the coronavirus. Even huge money makers, like the NBA, have terminated their season. While it’s still hard