Insights
Estate, Wealth & Succession Planning
-
June 30, 2025
Beyond Tax Law: Nuanced Trust Principles in Estate of Griffin v. Commissioner
Estate of Griffin v. Commissioner offers key guidance on trust creation and fiduciary intent, beyond its routine tax issues.
-
June 26, 2025
Powers of Attorney vs. Guardianships Under Ohio Law
In Ohio, individuals planning for potential incapacity can consider two primary legal tools: Power of Attorney documents and guardianships
-
June 13, 2025
Unclaimed Funds in Ohio: Is the State Holding Money that Belongs to You?
In 2024, the Ohio Department of Commerce received $525 million in unclaimed funds but only $149 million was paid in claims.
-
May 30, 2025
Special Needs Estate Planning: Ensuring a Secure Future for Your Loved One
Estate planning protects family and assets, but for those with a loved one with special needs, it must also preserve government benefits.
-
May 13, 2025
Reconciled But Risky: Can the $15 Million Exemption Make It Through Congress?
On May 12, House Republicans unveiled a tax bill to extend Trump-era cuts, including a permanent $15 million estate and gift tax exemption.
-
May 9, 2025
No Direction: What Liam Payne’s Estate Teaches Us About Dying Without a Will
Liam Payne’s sudden and tragic death shocked the world, but what followed should concern anyone without an estate plan
-
April 25, 2025
QSBS Capital Gains Exclusions: Utilize Estate Planning to Maximize Benefits
Qualified Small Business Stock (QSBS) offers federal tax benefits while also creating strategic estate and trust planning opportunities.
-
April 11, 2025
Baseline vs. the Byrd Rule: What’s Next for the Gift and Estate Tax?
On April 10, 2025, the House of Representatives narrowly approved the Senate’s version of the FY 2025 budget resolution.
-
April 7, 2025
Baselines and the Bottom Line: How Congress’s Choice Could Determine the Fate of the Estate Tax Exemption
As Congress approaches the 2025 tax cliff, debate over TCJA extension baselines will shape future tax policy and estate planning.
-
April 4, 2025
What Gene Hackman’s Estate Reveals About Proper Estate Planning
The recent passing of actor Gene Hackman and his wife, Betsy Arakawa, highlights the importance of proper estate planning.
