2020 Tax Preview

The end of a calendar year often brings last minute tax planning.…

Are All of Your Estate Planning Ducks in a Row?

October 21st – 27th is National Estate Planning Awareness…

A Beginner's Guide to Including a Special Needs Beneficiary in Your Estate Plan

When you have special needs, everything is more complicated. Navigating…

Limited Guardianships for Mental Health Care: Narrow Scope with Broad Impact

It is difficult to see loved ones struggle with their mental…

What about me? Providing for Pets Upon the Owner’s Death

Studies indicate that 68 percent of U.S. households have…

Happy National Small Business Week, Does Your Business Have a Succession Plan?

We know that about ninety percent of all small business are family…

How Tax Law Divides Income between a Trust or Estate and Their Beneficiaries

With April 15 and tax filings fresh in everyone’s minds, here…

New Law Begins The Era of Online Notarization in Ohio

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The practice of online notarization, also known as electronic…

Important Steps to Achieving Caregiving Readiness

Disability or incapacity can strike at any time, and in the event…