Insights
Estate, Wealth & Succession Planning
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November 17, 2023
IRS Increases 2024 Federal Estate Tax Exemption and Gift Tax Exclusions: Key Points for Taxpayers
The new 2024 exemption and exclusion amounts are record-setting highs providing perhaps the most favorable tax environment to date.
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October 26, 2023
Chasing the Sunset: Take Advantage of Wealth Transfer Opportunities prior to 2017 Estate Tax Cut Expiration
Wealthy American families are rushing to relinquish wealth before the end of 2025 when Trump’s 2017 estate tax cuts are set to expire.
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September 28, 2023
Tax-Savvy Strategies for Passing Wealth to Grandchildren
The Secure Act's rules for inherited retirement distributions impact older Americans passing assets to their grandchildren.
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September 20, 2023
Treasury Provides Temporary Relief from 401(k) Catch-up Contributions Rollback
Treasury Department offers temporary relief from 401(k) catch-up contribution rollbacks, as mandated by Section 603 of Secure 2.0.
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June 14, 2023
FAQs: Steps to Take When a Loved One Passes Away
The loss of a loved one triggers feelings of grief. However, while you grieve you need to know what steps to take from a legal perspective.
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May 9, 2023
Will Medicaid Pay for Assisted Living?
There are home health services and nursing home care, which are both covered by Medicaid. However, many people need services in between.
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April 7, 2023
Is a Hand-Written Will Valid in Ohio?
Is a Hand-Written Will Valid in Ohio? Handwritten wills are much more likely to be contested in court than formal wills.
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April 5, 2023
Will the Corporate Transparency Act Affect Estate Planning?
The Corporate Transparency Act may affect many individuals who have done estate planning and asset protection planning
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March 28, 2023
New Ohio Postnuptial Agreements and Estate Planning
New Ohio law allows for spouses to enter into postnuptial agreements, here's how it can affect your estate planning...
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March 28, 2023
Major Shift in Ohio Law Now Permits Postnuptial Agreements
In a major shift in Ohio law, Ohio spouses are now legally permitted to enter into postnuptial agreements as of March 23, 2023.
