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Should I Place My Home in a Trust?

February 1, 2022
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it's prudent to ensure this asset is passed to the people you wish to leave it to.
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How Should I Plan to Sell My Business?

January 28, 2022
According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.
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How Should I Handle an Inheritance?

January 27, 2022
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
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Why Should I Name a Beneficiary?

January 26, 2022
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
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What Estate Planning Documents Should Everyone Have?

January 25, 2022
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
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What Happens If a Trust Is Invalid?

January 24, 2022
This case should be required reading for any person who has an interest in an entity or a trust.
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Is Prince’s Estate Settled Yet?

January 21, 2022
The administrators of the late musician's estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince's assets. The precise value was undisclosed, however, although it could exceed $100 million.
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Should Young Adults have a Will?

January 20, 2022
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
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What are Digital Assets in a Will?

January 19, 2022
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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Can You Remove Someone from a Life Estate?

January 18, 2022
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
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