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.
[… read more]
April
03,
2019
|
09:34
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.
[… read more]
March
21,
2019
|
01:07
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.
[… read more]
December
21,
2017
|
09:30
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 everyoneand can be customized to satisfy the needs, interests, and goals of any
[… read more]
December
21,
2017
|
09:29
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?
[… read more]
July
07,
2015
|
09:35
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
[… read more]No More Posts
