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Selling a Business at Retirement

February 9, 2022
According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.
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When and why do you need to do a trust review?

February 7, 2022
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
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What services does an Elder Law Attorney provide?

February 6, 2022
Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
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Avoid probate- Limitations of a Will

February 5, 2022
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
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Mistakes made in Wealth Transfer

January 28, 2022
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
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Use of a Corporate Trustee

January 27, 2022
Revocable Living Trusts have become a widely used estate planning document. Corporate trustees are important to consider appointing to serve your trust administration.
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Your Home May Be Your Largest Asset or Biggest Liability

January 26, 2022
Could generations of traditional homeownership wisdom be wrong? Here's what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
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Elder Financial Abuse Can Be Prevented

January 25, 2022
Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
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Debt collection of the deceased

January 17, 2022
Losing your spouse is a painful, confusing time, but add to that repeated calls from an aggressive debt collector and a bad situation suddenly can get even worse.
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What are the Executor's duties?

January 17, 2022
At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation.
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