Tax time is a busy time – and not just for accountant. Here are some of the primary reasons you may want to meet with an experienced tax attorney in the Cincinnati area this tax season: You have a hearing in U.S. Tax Court In...
Turning 18 is a memorable milestone in a young person’s life. You can cast a vote, enter contracts, and enjoy other rights and privileges that come with adulthood. There are also responsibilities. As you prepare for this next chapter, it’s essential to learn how to deal...
A surprising number of young people with and without children have no Last Will and Testament. The consequences of foregoing this essential document are often misunderstood. You want to avoid dying intestate, which means passing away without a Will or Trust in place. Each state...
You know that you are ready to begin the process of formal, legal separation. How can you do it in such a way that is most amicable? How can you make it as painless and quick as possible for both of you? Here are ten...
When considering the possibilities for planning your Will or Trust, you can consult many professionals besides an attorney. Some people in your business and personal networks can recommend the right specialists. Often, these referrals can lead to shortcuts in work because some professionals can cooperate and...
A fiduciary is an entity or a person that holds assets or information for you. The entity may be a corporation, or a credit union, or a bank. The fiduciary acts as your agent-in-trust. As the customer (or member or stockholder), you are the principal,...
You may have a robust estate plan in place. Your assets are designated for transfer, and your retirement accounts are all earmarked for different beneficiaries. But what about a Will or trust? Do you need one if you already have an estate plan? The answer is...
Each time we go on vacation, being away from home is a small reminder of our mortality. As much as we want to avoid this realization, there is a distinct possibility we may not return from our travels. Security issues, crime threats, medical concerns, or...
You’ve taken the prudent step of working on your estate plans. Congratulations! You protect your children by organizing your affairs and preparing for your first Cincinnati estate planning attorney. Believe it or not, that was the hard part. But how can you prepare for this first...
Many people working on their estate documentation are unfamiliar with the terms Last Will and Testament and Living Will. Such legal mechanisms may get much lip service but aren’t often discussed at length. These two types of Wills are distinct and govern very different situations. Last Will...
