Estate Planning
Four Easy to Avoid Mistakes People Make at Tax Time
It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us…
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…
Is now the time to remodel your old trust?
There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do…
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…
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…
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank…
Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this…
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned…
4 Estate Planning Steps You Must Take After the Death of a Spouse
When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to…
Estate Planning When Not All of Your Kids are in the Family Business
Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small business owners focus…