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How Can Estate Planning Help Protect Family Assets?

Estate Planning Is One Of The Only Ways To Protect Your Assets Protecting your assets through estate planning is one of the only ways that you can protect your wealth and ensure that it is passed down in the way that you want it to be. Estate planning can also help...

How Does Step-Parent Adoption Affect Parental Rights?

What Are Step-Parent Adoptions? Step-parent adoption is a legal process when the step parent of a child or children become the legal parent of their spouses child or children. This process gives the stepparent numerous legal parental rights and can also affect the...

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...