News & Resources

On December 22, 2017, a new Tax Reform Act was passed that was made effective beginning in 2018. Generally speaking, this new Act will sunset on January 1, 2026. That means that all of the previous tax provisions, rules, and...

During the year, I work with family members who are administering their loved ones’ estates. During that process, we discover that the loved one had a number of online financial accounts and profiles on various social media...

You have just received a phone call that a loved one has passed away and you are named as a beneficiary of that loved one’s trust.  Cases in Ohio have produced various rights of trust beneficiaries over the years. ...

The titling of assets when establishing your estate plan has been a topic of conversation in my office for a number of years. Clients do not appreciate that the way they title their assets has a significant effect on their...