Insights
Estate, Wealth & Succession Planning
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September 20, 2019
Take Control of Your Future: Estate Planning for All
A recent poll by Edward Jones has uncovered an alarming statistic: 64% of individuals or families working with a financial advisor have not discussed an estate …
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July 18, 2019
Traveling This Summer? Make Sure Your Estate Plan Is in Order First
Traveling This Summer? Make Sure Your Estate Plan Is in Order before you hit the road!
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July 3, 2019
Asset Protection Trusts: Balancing Control and Security
We often think that the only way to truly protect our assets from creditors is to put the money in an offshore Swiss or Cayman bank account, complete with all o…
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June 27, 2019
KJK Partner Kevin Lenhard Featured in Cleveland Jewish News Article: “Complexities lie in leaving assets to children”
When one is preparing their estate plan, it’s common for some of those assets to pass to children.
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June 13, 2019
What Must Your Financial Advisor Tell You? You Might Be Surprised.
You place great trust in the person who helps you invest your money. You like them, listen to them and are sure that they are obligated to do only what is best …
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May 21, 2019
Stacking Up the Benefits of Sec. 1202 – Qualified Small Business Stock (QSBS)
We are now more than 18 months into the Jobs Act and given the nature of the pro-business tax environment today, it’s time for practitioners to dust off their I…
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February 20, 2019
Changes to the Estate Tax Becoming a Focus for the 2020 Election
Senator Bernie Sanders has introduced legislation that would increase the number of wealthy Americans that would be subject to the estate tax. Sanders’ plan, du…
