Blog

How Data Privacy Has Changed Since the GDPR Took Effect

It’s been just about a year since the European Union’s General Data Protection Regulation (GDPR) took effect amidst a flurry of predictions that the global data privacy landscape would dramatically change. So, has it? Well, not quite… yet, anyway.  

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Estate Planning Basics: Springing vs. Immediate Powers of Attorney

Part 3 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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ESTATE PLANNING BASICS: RISKS TO CONSIDER WHEN ESTABLISHING A POWER OF ATTORNEY

Part 2 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.

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ESTATE PLANNING BASICS: What is a Power of Attorney and When Do You Need It?

Part 1 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving. 

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ESTATE PLANNING 101: making changes to the will: what's a codicil?

Part 7 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enablingthe adviserand client to take the necessary steps, and get the plan moving.

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ESTATE PLANNING 101: choosing your executor - Family Dynamic, Ability, and Inclination

Part 6 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 get the plan moving.

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ESTATE PLANNING 101: 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 get the plan moving.

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ESTATE PLANNING 101: Should property pass equally? 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 client to take the necessary steps and get the plan moving.

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OPEN FOR BUSINESS: OHIO'S LEGAL MEDICAL MARIJUANA PROGRAM IS UP AND RUNNING. WHAT DOES THAT MEAN FOR YOU?

Ohio's Medical Marijuana Control Program (MMCP) is open for business. We have certainly come a long way since first reporting on this program in June 2016 and September 2017. 

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Estate Planning 101: Specific bequest 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 steps, and get the plan moving.

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