What to Expect From the Estate Planning Process
August 20, 2026
Dear Jen: My spouse and I are newly married and beginning to plan for our future family. We know estate
Category: Trusts & Estates Law
When To Update Your Estate Plan
August 13, 2026
Dear Blake: My husband and I did our estate planning back in 2013. We created a family trust, and we
Choosing the Right Vehicle for Your Charitable Legacy
August 6, 2026
Dear Carianne: My spouse and I have been thinking about how to structure our charitable giving as part of our
Understanding & Avoiding Common Trust Funding Mistakes
June 18, 2026
Your estate planning attorney has prepared your trust, you’ve reviewed it thoroughly, and you’ve executed the trust and any associated
Trump Accounts: What Are They & How Do They Work?
June 4, 2026
The One Big Beautiful Bill, enacted on July 4, 2025, establishes a new type of tax-advantaged account designed for children
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
The Basics of Formal Estate Planning
August 28, 2025
It’s August, and while some people are deliberately enjoying the end of summer fun, attorneys like me are quietly celebrating
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
Tax Planning for the New Year
January 23, 2025
With the new year in full swing, it is an appropriate time for clients to revisit personal matters and for
Holiday Checklist: Eats, Events & Estate Planning
November 21, 2024
As the holiday season approaches, business owners often find themselves spending time with family and sharing meals around the table.