Month: June 2018

June 29, 2018

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about…

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June 22, 2018

Steps For Starting the End-of-Life Conversation

No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we…

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June 15, 2018

Finding the Right Fit: Questions For Prospective Wills and Trusts Attorneys

It goes without saying that estate planning is incredibly important and is more than just having a will or a trust. Estate…

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June 7, 2018

Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke

There are many ways to own your assets. When you die, it is only natural that you want your family to share…

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June 1, 2018

Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows…

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