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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December
27,
2021
|
12:19
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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September
28,
2021
|
11:55
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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March
30,
2021
|
10:40
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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December
28,
2020
|
11:58
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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March
24,
2020
|
06:34
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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December
16,
2019
|
01:43
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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November
13,
2019
|
12:57
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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October
30,
2019
|
10:48
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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October
16,
2019
|
10:35
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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