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...
Most people are aware of Wills and are at least somewhat familiar with how they generally work to ensure that your spouse, children, or whoever else you care about is provided for when you pass away. Fewer people are aware of how Trusts work in a more comprehensive...
Establishing a business in Ohio is a relatively straightforward process which requires submitting documentation to the Secretary of State. Many of our estate planning clients are also entrepreneurs or business owners. However, when forming a business, succession...
You’ve won the lottery. Congratulations! Now what? Winning the lottery in Ohio is a life-changing event, especially when it comes to protecting your identity and your financial future. Tips To Protect Your Financial Future When you win the lottery, whether it is a...
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...
