You spend a lifetime working for what you want and carrying out your goals. As you get older, you may start thinking about the future you will leave behind for your family. While some of your assets may be simple to pass on, you may wonder about the other, smaller...
Creating an estate plan with a pet in mind
People accumulate many assets over the course of a lifetime. While it may be tough to categorize and plan for everything, there is one area you should not overlook: your pets. Many people end up passing away owning a dog or cat. Animal shelters all...
How a trust can be useful for adult children
When people in Ohio are creating an estate plan, they may want to consider whether their beneficiaries will be responsible with assets. It is common for people to create a trust to protect assets for their minor children, but some adult children may require a similar...
What to know about creating an estate plan
Most Ohio residents can benefit from creating an estate plan -- even those who don't have a lot of wealth or valuable property. While many believe that estate planning only relates to how assets are distributed after a person passes, it could actually accomplish a...
Reasons to review an estate plan in 2018
Ohio residents who have an estate plan need to review it in the near future. This is true regardless when it was created, as a result of changes to federal estate tax laws. In 2018, the exemption has roughly doubled from what it was in the prior year. Very few meet...
