What Does Ohio's New Legacy Trust Act Mean for You?
Recently, a revolution in Ohio trust law, known as “The Ohio Legacy Trust Act” has created a new opportunity for Ohio residents to shield their assets from future creditor claims and establish a…
Read MoreThe Seven Deadly Pitfalls of Probate
To help maximize the net after-tax assets you leave to your loved ones or favorite charity, you should plan now to avoid such unnecessary probate costs, and in doing so, avoid these seven deadly…
Read MoreBuilding a Better Mouse Trap Pre-nuptual Planning with an Ohio Legacy Trust
A quiet resolution in Ohio trust law took place on March 27, 2013, with the passage of the Ohio Asset Management Modernization Act of 2012 (AMMA). With virtually no media attention, AMMA delivered a…
Read MoreTransfer on Death Affidavits, a Simple Estate Planning Technique
For estate plans where a trust is not necessary, the Ohio Revised Code permits an effective way to transfer real property upon a person’s death and avoid probate - the use of a Transfer on Death…
Read MoreDo-It-Yourself Medicaid Planning - The Problems of Gifting Away Your Assets
As life expectancies increase and our population continues to age, many are becoming more concerned about the impact of long-term nursing home costs. Wanting to preserve assets in light of this…
Read More2016 Estate, Gift, And Generation-Skipping Transfer Tax Updates
As another year begins, it is only natural to look forward to all the new and exciting things 2016 will have to offer, not the least of which are the estate, gift, and generation-skipping transfer…
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