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ESTATE PLANNING 101: PART V

Minors and Parents as Beneficiaries

Part 5 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and

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ESTATE PLANNING 101: PART IV

The "Rest of It:" Should Property Pass Equally or Unequally? What is Fair?

Part 4 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and

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Estate Planning 101: Part III

Specific Bequests and Strategic Vagueness

This is part 3 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary

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Estate Planning - Not Just for High Net Worth Individuals

It’s a common misconception that estate planning applies only to those with a high net worth and a lot of valuable assets. The truth is, estate plans are beneficial for everyone and can be customized to satisfy the needs, interests, and goals of any

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Estate Planning Updates - How Often Should You Review Your Plan?

If I have an estate plan, how often do I need to review it to ensure it’s up to date? How will I know if it is reflecting current laws and regulations and that the plan remains in my best interest?

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Is an Irrevocable Trust Really Irrevocable?

An irrevocable trust is usually considered, well, irrevocable. What if the trust no longer functions as it was intended? Actually, there are several legal tools available under Ohio law for modifying irrevocable trusts, including judicial

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