In light of the current public health state of emergency and the global COVID-19 pandemic, we are reminded that now more than ever it is essential to have documents in place to facilitate the management and succession of your business as well as your personal life. Ask yourself the...
Read moreMinor Children Many parents elect to establish a revocable trust for the benefit of their minor children. This provides a sense of security for them to know that if something happened and they were not able to raise their children, that they have guidelines in place for how the...
Read moreWith an increasing number of people taking advantage of maintaining dual-residency for income tax purposes (and to escape the cold weather), our clients have been asking how to declare their domicile to be in the State of Ohio for purposes of their estate plan, while also ensuring their estate...
Read moreThere is no better time than the beginning of a new year to pull out your “shelved” estate plan and review it. Maybe quite a few years have now passed since you signed all of those documents and the plan you memorialized in your Wills and Trusts may no...
Read moreA significant part of your estate planning is to make sure that your family, in particular those that you identify as your fiduciaries whether executors under your Will or trustees under your Trust, know the extent of your assets as well as where they are located, in what institution...
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