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Step-Parent Adoption in Ohio: What You Need to Know

Making a Difference: Step Parent Adoption of a Child The adoption process of a child is a somewhat unique legal process that ultimately aims to place the child in a safe and loving home. No matter the circumstances the ultimate goal is to ensure the child is happy and...

How Often Should I Review And Update My Estate Plan?

Your estate plan is a crucial aspect of your financial and personal affairs, outlining how your assets, estate, and belongings will be handled and distributed according to your wishes. However, simply creating an estate plan is not enough; it's equally important to...

Incorporating Digital Assets into Your Estate Plan

As the world becomes increasingly digital, technology becomes more and more part of our lives. From online bank and investment accounts to social media profiles to cryptocurrency holdings and more, these digital assets are crucial components of our daily existence....

What Are Tax-Efficient Estate Planning Strategies?

Tax-Efficient Estate Planning: A Comprehensive Guide Planning for the future disposition of your assets and funds after death is an essential first step in securing your financial legacy through wealth management and ensuring your spouse and loved ones are well taken...

Why Is Estate Planning Important For Family Business?

Family businesses hold a unique place in our economy, with entrepreneurial endeavors passed down within families through generations. Your business not only embodies your hard work and significant dedication, but also carries your hopes and dreams for the future of...

Great News for Ohio’s Adoptive Parents

If you finalized an adoption in Ohio since January 1, 2023, you may now apply for money under Ohio’s new Ohio Adoption Grant Program.  Applicants are eligible to receive a one-time payment of: $10,000 for a child. This excludes a step-parent. $15,000 for a foster...

SHOULD YOU HAVE A LIVING TRUST?

Tragedy can interfere with life and the good intention of meaning to get around to it.  The result…conflict, damage, lawsuits.  There are many advantages to having a Living Trust.  Privacy, control, tax avoidance. Keeping your financial affairs private by avoiding...

GROWN UP KIDS NEED ESTATE PLANNING TOO!

So now your kid has turned 18. You think they may not need any estate planning because they don’t have any assets, are not married, or do not have any children? Think again! Once kids turn 18, they are considered legal adults and parents may not be able to act on...

What Should Be In A Death Folder?

Talking about death may feel uncomfortable but preparing for the future is important to ensure your estate is handled according to your wishes. In the event of your death, your loved ones will need access to your estate planning documents and other important...