One of the most important aspects of estate planning is selecting “fiduciaries,” the “who does what” part of your estate plan. Learn about these trusted roles that are subject to the highest level of care the law requires.
An essential aspect of estate planning is that circumstances are subject to change, especially when it comes to applicable tax law. To help plan for the uncertainty, revocable trust plans for married persons can achieve tax advantages.
A proven alternative to a will, a well-crafted revocable trust helps you avoid probate and maintain control of your assets while you are alive and after you die.
A one-way buy-sell agreement between an owner of a closely held business and a future buyer protects both parties.
Ohio permits individuals to create personal trusts, be the beneficiaries of those trusts, and use those trusts to protect their assets from nearly all future creditors.
An at-a-glance summary of transferring assets through wills, trusts, and powers of attorney.
Until 2026, a unique opportunity exists for clients to shift up to $22 million from their taxable estates. The option is available for all clients regardless of their net worths.
This memorandum explains why I strongly believe that all but a small gift or inheritance should be made to one or more trusts for the benefit of your family, instead of giving or leaving assets directly to them.
June 15, 2021
This sophisticated irrevocable trust is an advanced technique often used by families who may be subject to estate tax and/or are interested in asset protection.
Choosing an executor, trustee, or guardian (a fiduciary) is often the most important decision you will make in connection with your estate and financial planning. Here is a list of things to consider.
Tax-exempt status under Section 501(c)(3) offers tax benefits to nonprofit organizations and their donors. Here’s how to quality.
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