Estate Planning Archives - Page 4 of 5

June 2, 2025

5 RESONS TO DECANT A TRUST

Today, many estate plans contain multi-generational irrevocable trusts. Because trusts like these are designed to span multiple decades, they should include trust decanting provisions to address changes...
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June 2, 2025

SECURE A LEGACY OF LOVE: HOW TRUSTS CAN PROTECT YOUR ENTIRE FAMILY—PAWS INCLUDED

As an estate planning law firm, we often come across clients who, beyond securing their own futures, are fervent about safeguarding the well-being of all their loved...
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June 2, 2025

Creating a Special Needs Trust for Children with Autism

Are you a parent to a child with special needs? If so, you understand the unique challenges and uncertainties that come along with this responsibility,...
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June 2, 2025

How to Avoid Probate in Ohio: Essential Strategies

Probate is the legal process through which a deceased person's estate is administered. While it serves a necessary function in settling debts and distributing assets,...
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June 2, 2025

HOW TO CHOOSE THE RIGHT DEED FOR YOUR PROPERTY: TRANSFER-ON-DEATH, QUITCLAIM AND GENERAL WARRANTY DEEDS

Navigating the world of property deeds can be daunting for homeowners. Yet, understanding the differences between Transfer on Death deeds, Quitclaim deeds, and General Warranty...
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June 2, 2025

Global Legacy Planning: Navigating International Estate Planning and Asset Management

In today’s interconnected world, individuals often find themselves with assets and interests spanning across multiple countries. From investments in foreign markets to properties overseas, the...
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June 2, 2025

What Role Do Gifts Play in Reducing Estate Taxes?

When planning an estate, one effective strategy to reduce estate taxes is through gifting. Gifts can be an important part of an overall estate plan,...
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June 2, 2025

3 ESTATE PLANNING CONSIDERATIONS FOR NEW HOME OWNERS

Congratulations on the purchase of your new home! Whether this is your first home or you're upgrading or downsizing, purchasing a home is a big...
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June 2, 2025

3 Tips to Make an Inheritance Last

Most people believe that receiving a large inheritance from a loved one would be life-changing. However, one study found that about a third of Americans who had received...
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June 2, 2025

HOW MUCH CAN YOU GIFT A FAMILY MEMBER IN 2024?

It is better to give than to receive. But if you give a gift above a certain amount, you might end up owing money to...
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