For many families and business owners, the question isn’t whether a lawsuit, creditor claim, or divorce might happen—but when. Asset protection is about arranging your affairs legally and ethically so that, if the worst occurs, your wealth is harder to reach....
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, bringing significant changes to the federal estate, gift, and generation-skipping transfer (GST) tax system. While the Act covers a broad range of tax and policy areas, this summary focuses...
Planning ahead for long-term care isn’t just prudent, it is essential to preserving your hard-earned assets. Waiting until care is immediately needed leaves little time for strategic planning and costly consequences. However, planning ahead allows you to leave...
Medicaid covers many different benefit groups, but here we’re focusing on long-term care for Ohio residents. It’s a topic that’s often misunderstood, and just the word “Medicaid” can bring up feelings of confusion or worry. But Medicaid isn’t only a last-resort safety...
In 2017, the Tax Cuts and Jobs Act (“TCJA”) almost doubled the federal estate and lifetime gift tax exemption (the “Unified Exemption”) allowing individuals to transfer tax free during his or her lifetime and at death up to $10 million in assets. The Unified...
For many long-term, committed couples who chose not to marry, estate planning is essential, but can often be overlooked. Unlike married couples, unmarried partners do not automatically receive legal rights to inherit assets, make medical decisions, or manage financial...
If you are dealing with the loss of a loved one, the last thing you want to worry about is the complex legal process of probate. Probate can be an overwhelming experience, but having the proper legal guidance from an experienced probate attorney can make all the...
Probate is the legal process that oversees the distribution of a decedent’s assets. In Ohio, probate occurs in the county where the decedent was a resident at the time of his or her passing. The key steps in the Ohio probate process include: Filing the Last Will and...
For many families, a vacation home is more than just property — it holds cherished memories and serves as a beloved retreat. However, without proper estate planning, this valuable asset can turn into a source of conflict, financial strain, and emotional distress....
When creating Spousal Lifetime Access Trusts (SLATs), many individuals aim to take advantage of valuable estate and gift tax benefits while ensuring that their spouse has access to trust assets during their lifetime. However, a common concern is whether the structure...
