Articles & Insight

Many parents should consider using the technique of contingent trusts as a valuable estate planning enhancement to reciprocal Wills between spouses with children. These contingent trusts provide two…

Estate planning is most often associated with individuals and couples who are approaching retirement or who already enjoying their golden years. Estate planning usually conjures up an image of an…

Historically, the perception was that trusts were exclusively a tool for preservation of assets of the super wealthy. Today, trusts are useful estate planning tools that benefit all kinds of people…

Name a guardian for your children. The guardian named to have custody of the child does not have to be the same person named to be guardian of, or trustee of, the estate. Review the named…

Governor Kasich recently signed Senate Bill 117 into law. The Bill, which became effective March 21, 2012, impacts the existing statutory Power of Attorney (POA) law, the Ohio Trust Code, the anti-…

A Power of Attorney is an important and basic estate planning tool that allows a named agent to act on behalf of the person signing the document, known as the Principal. Due to the recently enacted …