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Estate Planning Checklist: Are You Prepared?

There are numerous ways to approach an estate plan, taking into consideration various facets of a person’s life circumstances, including age, marital status, children and assets. An estate plan can get fairly complicated- from CRUTs and GRATs to

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Thinking of Becoming a Florida Resident?

Every year, many Ohioans consider changing residency from Ohio to Florida. There certainly are a number of benefits to becoming a Florida resident such as no state income tax and Florida's homestead exemption, which not only reduces the amount of

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Tax Law Changes:  What Are We keeping An Eye On?

With the transition of the Presidential Administration and control of the U.S. Senate, there is talk of changes to the tax code in the air. Nothing is certain yet, and numerous possibilities have been hinted at, but only recently have actual

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Estate Planning in Uncertain Times

The COVID-19 pandemic caused disruption around the world and created a greater sense of urgency for estate planning and end-of-life directives. Having an estate plan is essential for everyone, no matter what stage of life you are in, and we
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The Problem with Do it Yourself Online Wills

Access to free or inexpensive products and services on the internet is not a new phenomenon. We all try to remember the old adage that “sometimes you get exactly what you pay for” but when tempted with what looks like a really great deal, we tend to

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Important Updates to the SECURE ACT

As indicated in our last newsletter, we are updating you on the enactment of the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) which was enacted on December 20, 2019 and became effective on January 1, 2020.Although

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How proposed Regulations to Life Expectancy Tables Affects Your RMD

The Department of the Treasury and the IRS reviewed the life expectancy tables that are used to calculate required minimum distributions from IRAs and other retirement plans and have issued proposed regulations to update those tables to reflect

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Estate Planning Basics: Tying the Whole Plan Together

Part 10 of a series breaking down the process of helping clients set up Trusts 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: You Have a Trust; Do You Also Need a Will?

Part 9 of a series breaking down the process of helping clients set up Trusts 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: You've Set Up Your Trust. Did It Get Funded, Though?

Part 8 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.Many clients go to the

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