A phenomenon has been observed among the nation’s wealthy, and has begun to be referred to as “estate planning fatigue.” This condition exists when an individual or family grows weary of trying to stay ahead of estate tax changes, and simply throws in the towel and...
Many people in Ohio take a great deal of pride in accomplishing a wide range of tasks of their own. It is possible to save significant amounts on home repairs, car maintenance and many other common needs for those who are willing to roll up their sleeves and put in...
Many Ohio residents take a rather narrow-minded approach when it comes to estate planning. They focus almost exclusively on the creation of wills and trusts, and forget to give thought to the more personal aspects of an estate plan. The result can be an effective...
For many Ohio families, estate planning focuses on the transfer of assets from one generation to the next with provisions put into place for a surviving spouse. It is difficult to plan for every possible set of circumstances that might arise, but families should...
In the effort to shield assets from excessive taxation both during and after an individual’s life, some in Ohio turn to limited family partnerships. This little-known estate planning tool can give families the flexibility needed to retain control over their...
When a person is in their elderly years, they may be facing having a lower income due to no longer working. At this same time, they may also be facing new types of costs, such as nursing home costs and new medical costs. Thus, every possible stream of income can be an...
For millions of Americans, medical debt poses a serious financial issue. An unexpected illness or injury can throw an individual or family into serious financial turmoil, and the result can be damaged credit, increased stress and the inability to attain new lines of...
For many Ohio residents, the primary focus of estate planning is the smooth transfer of wealth to children and grandchildren. While this is an important function of the estate planning process, it is essential to note that not everyone has the same set of needs when...
For many Ohio family businesses, the road to success has been paved with plenty of hard work and perseverance. When considering estate planning options, the primary goal is often to preserve the family business for future generations. While there are a number of ways...
If you are having a hard time getting a straight answer about your application for Social Security disability benefits; especially why it is being delayed (or even denied) you are certainly not alone. Long waiting times for application decisions are unfortunately par...