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Cincinnati Estate Planning Attorney
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“It’s one of the most important conversations that none of us want to have.” The conversation with loved ones about growing older and the chances that we or our spouses are going to need help with the activities of daily living, is something that needs to be talked about before... Continue reading
Posted 4 hours ago at Cincinnati, Ohio Estate Planning
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“While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct, particularly heading into the new year.” Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth... Continue reading
Posted yesterday at Cincinnati, Ohio Estate Planning
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“Are you ready for retirement? There are steps you should take to ensure you’re able to live the life you desire, once it’s time to pass the management reins to the next generation.” On average, American men today will live to 84.3 years, says the U.S. Department of Social Security.... Continue reading
Posted 2 days ago at Cincinnati, Ohio Estate Planning
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“While a retirement wish list might include roaming the world or pursuing a luxurious hobby, the daily realities of paying off a mortgage or funding a child’s education can make it tough to save.” Moving from general concepts to specific retirement activities you think you’ll want to do during retirement,... Continue reading
Posted 3 days ago at Cincinnati, Ohio Estate Planning
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“A majority of Americans would be in a sharing mood, if they were to have a big fortune fall into their lap, according to a new survey.” A majority of Americans say that if they hit it big, they would be likely to be generous, reports Financial Advisor in the... Continue reading
Posted 6 days ago at Cincinnati, Ohio Estate Planning
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“If your life insurance lists only “Jr.” as the beneficiary, he will get 100% of the death benefit and your daughter will get only half of the assets that do not have a beneficiary designation.” How would your daughter feel about receiving no part of that death benefit? No matter... Continue reading
Posted 7 days ago at Cincinnati, Ohio Estate Planning
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“If you could, what financial advice would you give your younger self?” We like to think that we live without regrets, but it’s not always easy to do, especially when it comes to planning for retirement, says The Washington Post in “The top regrets of retirees.” A study looking at... Continue reading
Posted Jan 9, 2019 at Cincinnati, Ohio Estate Planning
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“Does a power of attorney ever terminate, or do I have to hire an attorney to remove someone that I no longer trust and refuses to give up the POA?” There are three basic ways that a Power of Attorney (POA) terminates, says nwi.com in the article “Estate Planning: Revoking... Continue reading
Posted Jan 8, 2019 at Cincinnati, Ohio Estate Planning
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“You wouldn't trust your toddler with a pile of cash, right? Well, this estate-planning technique may allow you to safely pass your IRA on to future generations—if you do it right.” Some of the biggest blunders in IRA distributions come to those who inherit these accounts. On the bright side,... Continue reading
Posted Jan 7, 2019 at Cincinnati, Ohio Estate Planning
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“An example would be a patriarch who is used to being in charge. He's stubborn. He never wants help with anything. However, you notice that he is making some risky choices with money that just don't make sense to you.” This is one of the toughest parts of watching parents... Continue reading
Posted Jan 4, 2019 at Cincinnati, Ohio Estate Planning
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“After you sign and file your elder law estate plan, there is still more to do. You should review the plan at least once every three years.” It makes sense: your life changes. Your goals may have changed. You may have been divorced, married, or your children may have gotten... Continue reading
Posted Jan 3, 2019 at Cincinnati, Ohio Estate Planning
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“It’s the question at the heart of so much retirement planning: How much money will I need in savings when I’ve stopped working?” To get at this number, people look at a few different sources, including online calculators, and articles like this one from The New York Times titled “The... Continue reading
Posted Jan 2, 2019 at Cincinnati, Ohio Estate Planning
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“If you find yourself one of the successful snowbirds that we all envy, you may have already begun packing clothes and other necessities. Your car’s oil is likely changed, and you will not pull out of the driveway without a full tank of gas.” Not everyone travels south for the... Continue reading
Posted Dec 28, 2018 at Cincinnati, Ohio Estate Planning
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“When most people hear the term “estate planning,” they think of a will. Although planning your estate does involve making a will, it also involves a few other key details.” A will is just one of a handful of documents every adult should have in place to protect themselves while... Continue reading
Posted Dec 27, 2018 at Cincinnati, Ohio Estate Planning
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“We spend decades dreaming of the day when life won’t be dictated by alarm clocks, commute times, meeting schedules and office politics. Then reality sets in: Retirement can be kind of a drag. There may be 20-plus years of it ahead of you.” What? How can retirement be a drag?... Continue reading
Posted Dec 26, 2018 at Cincinnati, Ohio Estate Planning
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“Of course, many donors also look to both help others and help minimize their overall tax burden. With that in mind, we thought we’d share some thoughts about where individuals may be able to make the most of this year’s charitable giving.” Now that Thanksgiving is a happy memory and... Continue reading
Posted Dec 21, 2018 at Cincinnati, Ohio Estate Planning
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“Social Security has closed 67 field offices since fiscal 2010 in rural and urban areas alike. For the public, the cuts have meant less access to field offices, and ballooning wait times in the remaining 1,229 offices and on the agency’s toll-free line.” If you, in Cincinnati, need an answer... Continue reading
Posted Dec 20, 2018 at Cincinnati, Ohio Estate Planning
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“The Trump tax cuts bestowed a huge gift on the rich—a doubled estate and gift tax exemption. However, it’s temporary, and there was unease as to whether gifts would be taxed later, when the exemption fell.” The IRS handed the wealthy a holiday gift just in time. It has come... Continue reading
Posted Dec 19, 2018 at Cincinnati, Ohio Estate Planning
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“If you spend a lot of time on the Internet, you’re not just shopping or being entertained, or following the news or participating in an online community. You’re probably also dealing with accounts and information that eventually can become part of your digital ‘estate.’” If your digital estate is not... Continue reading
Posted Dec 18, 2018 at Cincinnati, Ohio Estate Planning
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“It is no surprise that dealing with the emotional impact of the death of a spouse is overwhelming. For many widows, handling the financial implications of her husband’s death may be too much to bear. However, that is what most widows must do.” A recent study from Merrill Lynch and... Continue reading
Posted Dec 17, 2018 at Cincinnati, Ohio Estate Planning
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“A will directs how your probate assets will be distributed upon your passing, designates an executor to be in charge of your estate, and allows you to create trusts for minor grandchildren or disabled beneficiaries. However, having a will is just part of the story.” A will is the cornerstone... Continue reading
Posted Dec 13, 2018 at Cincinnati, Ohio Estate Planning
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“Digital Estate planning is about organizing all your digital assets and property and making arrangements that address what will happen to them. after you die or otherwise lose the ability to use or manage them.” Including digital assets in your estate plan, is not just for Bitcoin owners. What about... Continue reading
Posted Dec 12, 2018 at Cincinnati, Ohio Estate Planning
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“Stan Lee, the co-creator of superheroes including Captain America and Spider-Man, left this universe with a long list of unfortunate events, and not even the Avengers can help with this one.” Stan Lee, publisher and chairman of Marvel Comics, died at age 95 after a year-long illness. Survived by his... Continue reading
Posted Dec 11, 2018 at Cincinnati, Ohio Estate Planning
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“You have estate planning documents prepared in the state of your former residence but are now a Florida resident.” Maybe you have moved to Arizona or another nice warm sunny state. Here’s a question: do you need to get your estate planning documents redone? Maybe. Should you have them reviewed... Continue reading
Posted Dec 10, 2018 at Cincinnati, Ohio Estate Planning
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“Make sure that you have the right documents in place to protect your family and yourself.” Having a properly prepared estate plan, that includes all the important documents, including a will and power of attorney, is one of the most important ways to protect your family and yourself. Despite this... Continue reading
Posted Dec 7, 2018 at Cincinnati, Ohio Estate Planning