What is Estate Planning? Estate planning is a roadmap for your financial and physical assets and what will happen to them after your death. It is typically implemented with the assistance of a lawyer and often includes documents like a will, a trust, or durable power...
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....
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...
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...
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...
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...
