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Cincinnati Estate Planning Attorney
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“Little Richard was 87 when he died, which means the pop revolution he helped popularize -- rock and roll itself – is now old enough to collect Social Security.” Little Richard’s primary career was about 35 years in length, which was plenty of time to generate significant wealth, says Wealth... Continue reading
Posted 17 hours ago at Cincinnati, Ohio Estate Planning
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“Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.” The decision to start an estate plan is critical for all families, but it can also be a challenge.... Continue reading
Posted 3 days ago at Cincinnati, Ohio Estate Planning
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“An advanced healthcare directive - also known as a living will - is a legal document in which a person lists the specifics of medical care and comfort actions they desire, should the individual no longer be able to make decisions for themselves due to illness or incapacity.” During the... Continue reading
Posted 4 days ago at Cincinnati, Ohio Estate Planning
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“Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.” There are many account types that... Continue reading
Posted 5 days ago at Cincinnati, Ohio Estate Planning
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“Charitable giving comes in many forms. Some people donate annually to their favorite charities, while others may volunteer their time or professional services.” One way many people decide to give to charity, is to donate when they pass away. Adding charitable giving into an estate plan is great way to... Continue reading
Posted 6 days ago at Cincinnati, Ohio Estate Planning
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“You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?” Next Avenue’s recent article entitled “Is Your Estate as Planned As You Think?” explains that when you pass... Continue reading
Posted May 21, 2020 at Cincinnati, Ohio Estate Planning
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“Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating, based on recent changes to laws impacting your tax and retirement planning.” Forbes’ recent article entitled “Do You Need A Trust? 8 Important Goals A Trust Can Help You Achieve” discusses eight... Continue reading
Posted May 20, 2020 at Cincinnati, Ohio Estate Planning
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“If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.” When a child is born or adopted, the parents are excited to think about what lies ahead. However, in addition to all the other new-parent tasks on... Continue reading
Posted May 19, 2020 at Cincinnati, Ohio Estate Planning
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Fever, cough and shortness of breath were early on identified as symptoms of COVID-19, but additional symptoms are emerging. When the coronavirus first appeared earlier this year, experts identified fever, cough and shortness of breath as the primary symptoms of COVID-19, the disease caused by the virus. But as they... Continue reading
Posted May 15, 2020 at Cincinnati, Ohio Estate Planning
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“A will and a living trust are both part of a comprehensive estate plan, that sometimes are inconsistent with one another. When there are conflicts, the trust takes precedence.” A will and a trust are separate legal documents that usually have a common goal of coordinating a comprehensive estate plan.... Continue reading
Posted May 14, 2020 at Cincinnati, Ohio Estate Planning
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“Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not... Continue reading
Posted May 13, 2020 at Cincinnati, Ohio Estate Planning
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“The main reason that people choose to have a living trust instead of a will, is that it avoids the probate system. Probate is the legal proceedings to decide whether a will is legal and binding. It also is the court session to decide where the property will go, if... Continue reading
Posted May 12, 2020 at Cincinnati, Ohio Estate Planning
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We should take this opportunity to learn again what it really means to be social and find new forms of social connection. Social distancing is a new term we have all become familiar with over the past several weeks. An essential step in reducing transmission of the coronavirus, it’s important... Continue reading
Posted May 11, 2020 at Cincinnati, Ohio Estate Planning
“When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.” You don’t have to be super-wealthy to see... Continue reading
Posted May 8, 2020 at Cincinnati, Ohio Estate Planning
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Unique aspects of the coronavirus pandemic may cause you to re-evaluate some elements of your current estate plan. Even if you have done comprehensive estate planning with the guidance of a qualified attorney, you may want to re-evaluate certain elements of your plan now, through the lens of the coronavirus... Continue reading
Posted May 7, 2020 at Cincinnati, Ohio Estate Planning
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“The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.” With the COVID-19 pandemic, many people are looking to execute estate plans they’ve delayed in finalizing... Continue reading
Posted May 6, 2020 at Cincinnati, Ohio Estate Planning
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If you or a loved one is a nursing home resident … or may be considering long-term nursing care … keeping nursing home residents safe from COVID19 is a top concern. Here’s what’s being done now. It’s no secret that nursing homes across the country have been hard-hit in this... Continue reading
Posted May 5, 2020 at Cincinnati, Ohio Estate Planning
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“Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its... Continue reading
Posted May 4, 2020 at Cincinnati, Ohio Estate Planning
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Who will make decisions about your finances and health (maybe even your life) if you get COVID-19? These can be scary times … and thinking about getting sick or not being able to make decisions for yourself just adds to the fear. But a strong estate plan can ease those... Continue reading
Posted May 1, 2020 at Cincinnati, Ohio Estate Planning
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“The COVID-19 crisis isn't just costing Americans their freedom and jobs; it's also forcing millions to contemplate their own mortality.” While most of those infected with COVID-19 will recover, about 20% need hospitalization, and in the absence of widely approved treatment, those who are placed in the ICU can be... Continue reading
Posted Apr 29, 2020 at Cincinnati, Ohio Estate Planning
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“Under the temporary enforcement waiver, OCR won't impose penalties for disclosure of protected health information, if the business associate makes good-faith use or disclosure for public health activities and informs the covered entity within 10 business days.” The United States Department of Health and Human Services has announced that it... Continue reading
Posted Apr 28, 2020 at Cincinnati, Ohio Estate Planning
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“When it comes to estate planning, not having a plan is a plan. However, it is not a good one.” That warning is applicable to people of all ages. Your assets can go to one of four spots: Your family Your friends Charitable organizations or The government. Therefore, to avoid... Continue reading
Posted Apr 27, 2020 at Cincinnati, Ohio Estate Planning
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Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation, people are grappling with the difficult subject of estate planning … and not taking any chances. As the coronavirus pandemic continues to spread across the country, it seems like everyone is thinking they should probably get... Continue reading
Posted Apr 24, 2020 at Cincinnati, Ohio Estate Planning
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“Recent legislation provides unprecedented opportunities to minimize or avoid estate, gift and generation-skipping transfer taxes (GSTT).” Congress has made some significant changes through the planned sunset of the Tax Cuts and Jobs Act (TCJA) increased exemptions and through the recent changes to retirement planning in the Secure Act. Think Advisor’s... Continue reading
Posted Apr 23, 2020 at Cincinnati, Ohio Estate Planning
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“In a national telephonic press conference today by attorney Lanny Davis, a legal representative for Walt Disney’s grandson Bradford D. Lund, the announcement was made of another count added to their previously filed U.S. Civil Rights Act complaint against Superior Court Judge David J. Cowan and the entire Los Angeles... Continue reading
Posted Apr 22, 2020 at Cincinnati, Ohio Estate Planning