Embarking on an estate plan can be daunting. But it doesn’t need to be. An estate planning lawyer has, hopefully, seen cases similar to yours, and has worked on estate plans comparable to the one you are proposing to build. It is wise to ask...
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...
Over 40 years ago, the founder of Donnellon, Donnellon & Miller, Ed Donnellon together with his wife Peggy, produced a pamphlet entitled “Now You’re 18”, dealing with the issues that teenagers face when transitioning into adulthood. The legacy continues with Rob Butler, one of our...
A surprising number of young people — both with and without children — have no Last Will and Testament in place. The consequences of skipping over this essential document are sometimes misunderstood. If you die with no Will in place, the legal term for this...
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 your estate planning, there are many routes you can take. Some of the people already in your phone can assist in making referrals. Often these referrals can lead to shortcuts in work, as these professionals can sometimes cooperate and share...
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 an estate plan in place. Your assets are designated for transfer, and your retirement accounts are all earmarked to go to different beneficiaries. But what about a Will? Do you need one? Even if you have all of these other areas of...
Each time we go on vacation, we are reminded that we are mere mortals. Much as we may want to avoid the realization, there a distinct possibility that we may not return from our holiday travel. Whether it is the danger of long-distance travel, or...
You have taken the prudent step of working on your estate plans. You are protecting your children by getting your affairs in order, and are preparing for your first meeting with an estate planning attorney. Congratulations! The hardest part is over. You’ve decided to take...
