Estate Planning Archives - Page 2 of 6

June 3, 2025

WHAT IS A BLIND TRUST?

Trusts are typically established to help out loved ones, or a chosen charity, after the trustmaker passes away. However, there are some instances in which...
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June 3, 2025

TRANSFER ON DEATH VS. PAYABLE ON DEATH DESIGNATION

Many families choose to include a payable-on-death (POD) or transfer-on-death (TOD) designation in their estate plan. Both these designations allow the assets in the account to...
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June 3, 2025

USING TRUSTS TO HEDGE AGAINST ESTATE AND GIFT TAXES

With America's uncertain economic future, many families want to preserve their wealth and transfer it to loved ones. However, gift and estate tax consequences can...
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June 3, 2025

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will...
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June 3, 2025

What Happens if a Deed Goes Unrecorded?

A deed is a legal document used to transfer real property ownership from one person or entity to another. The person selling or giving away the...
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June 3, 2025

ESTATE PLANNING FOR BUSINESS EXECUTIVES

As a business executive, you're used to strategizing and meeting career goals. But have you devoted time to strategizing and creating goals to protect your...
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June 3, 2025

Don’t Forget to Include Your Cryptocurrency in Your Estate Plan

Many people view cryptocurrency as the next great investment strategy. But, like with any investment, sometimes things don't go as planned. If you own crypto...
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June 3, 2025

4 THINGS YOUR SPOUSE SHOULD KNOW BEFORE YOU DIE

Married couples share many aspects of their lives with each other. But when it comes to death, even the closest couples can become tight-lipped. We...
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June 3, 2025

SPOUSAL LIFETIME ACCESS TRUSTS (SLAT)

No one wants to pay more taxes than they have to. To complete this objective, many people use unique estate planning tools. If you have...
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June 3, 2025

HOW TO CHANGE OR REVOKE A WILL IN OHIO

For many people, the will is the central document of their estate plan. When accompanied by powers of attorney, advance directives, trusts, and other important...
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