On May 20, 2026, the Ohio House unanimously passed Substitute House Bill 446 (HB 446), a wide-ranging proposal addressing Ohio trust, probate, fiduciary, and estate-administration law. As of this writing, the bill is pending in the Ohio Senate Judiciary Committee. It...
Most people are familiar with the core components of an estate plan: a will, a revocable living trust, a financial power of attorney, and a health care power of attorney. While these foundational documents are appropriate for many individuals and families, estate...
According to Giving USA’s 2025 Report, charitable bequests accounted for approximately $45.8 billion in giving in 2024—underscoring the significant role legacy gifts play in funding charitable organizations nationwide. In the context of estate planning, these gifts...
For many families, a vacation home is far more than just real estate. It is a place where traditions are built, stories are shared, memories are made, and generations connect. However, without thoughtful planning, these cherished properties can become a source of...
The SECURE Act and SECURE 2.0 Act brought major changes to retirement accounts. Most beneficiaries can no longer use the “stretch IRA” for long-term tax deferral. Instead, they now face a 10-year deadline to withdraw funds. At first, it might seem less useful to name...
For many families, one of the most meaningful financial goals is helping children or grandchildren afford an education. Whether it’s college, private school, or even future graduate studies, the desire to create opportunity through education is often a central part of...
April 15th is a date that causes anxiety and distress for millions of people every year. Dealing with your personal income taxes can be daunting enough, but when you have a trust to account for as well, the added intimidation and stress can be overwhelming....
For parents of minor children, estate planning is about far more than simply signing a will. A major objective is to ensure that, if the unexpected happens, your children are cared for by the appropriate people and that the assets for their support are managed...
As we head into 2026, there are some important figures you and your estate planning attorney should be aware of. Each year, the IRS updates certain tax figures to account for economic changes such as inflation. Certain tax exemptions for 2026 appear much more generous...
The holiday season is often described as a time of peace, joy, and love. And while that’s true for many, it’s also a time scammers eagerly anticipate. Each year, they become more sophisticated in exploiting the seasonal rush and the surge of consumer activity. Some...
