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Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 1
Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child's Inheritance - Part 1
The SECURE Act’s Impact On Estate and Retirement Planning—Part 1
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. While the law includes many taxpayer-friendly measures to boost your ability to save for retirement, it also contains
Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 2
Second part in the two part series in how you can protect your child's inheritance.
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2
How to use estate planning to avoid adult guardianship.
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by a court to care for seniors who are no longer able to care for themselves. And though you may not want to believe such a thing could happen, you need to know that without the right planning in place, even the seniors in your own family could be at risk. In fact, there are currently 1.5 million American adults under guardianship, with an esti
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. On of my clients here in Cincinnati, Sarah, the most treasured memento her late father left her wasn’t even something he intended to be special—it was just a random voicemail on her cel
The Real Cost To Your Family: Not Planning For Incapacity
You must consider that at some point before your eventual death, you could be incapacitated by accident or illness.
90210 Star Luke Perry’s Death Demonstrates the Importance of Planning for Incapacity
In late February, Luke Perry, who became famous starring in the 1990's TV series Beverly Hills 90210, suffered a massive stroke at age 52. He was hospitalized under heavy sedation, and five days later, when it became clear he wouldn’t recover, his family decided to remove life support. Perry died on March 4th, 2019 surrounded by his two children—21-year-old Jack and 18-year-old Sophie—along with his fiancé, ex-wife, mother, siblings, and others. Whether or not you were a Luke
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