Charitable Deductions Impacted by the OBBB
April 9, 2026
The One Big Beautiful Bill Act (OBBB) triggered numerous legislative changes to the Internal Revenue Code and corresponding regulations. One
Jennifer R. Hallos
Secure Your Legacy With a Solid Succession Plan
December 18, 2025
After decades (or generations) of building an entrepreneurial success, it’s difficult for many to consider stepping back. However, change (like
Why Every Small Business Needs a Trust
August 14, 2025
Small businesses are the backbone of our country’s economy, providing essential goods, services, and employment. In Ohio, small business owners
Estate Planning for Professionals
October 17, 2024
Estate planning is essential for professionals looking to secure their financial legacy and protect their assets. This comprehensive legal overview
National Make-A-Will Month: A Piece of the Estate Plan Puzzle
August 1, 2024
The month of August is nationally recognized as “Make-A-Will” Month. This month of recognition provides an opportune reminder of an
Navigating the Transition to Adulthood: A Legal Guide for Parents
June 6, 2024
High school graduation season is currently underway. For some students, next semester means starting college which may include leaving home
Risks of DIY Estate Planning
February 22, 2024
Estate planning is a critical step in protecting your assets and ensuring that your loved ones are taken care of
Preparing for Certainties in Life (Death & Taxes): Part 3
January 27, 2022
When to Update Your Estate Plan You did it! You completed your estate plan. Now that you have your plan
Preparing for Certainties in Life (Death & Taxes): Part 2
December 30, 2021
Reaping the Benefits of Asset Planning During Life and After Death Ben Franklin once said, “…nothing can be said to
Preparing for Certainties in Life (Death & Taxes): Part 1
December 2, 2021
Breaking Down the Estate Planning Process You’re ready to embark on the journey of securing your assets with an estate