News & Resources

If you are fortunate enough to receive an inheritance from a loved one, you need to determine the effect of that inheritance on any type of benefits you are receiving.  If you are only receiving a retirement benefit from...

Social Security was established in response to various radical ideas presented by individuals across America to deal with the growing amount of elderly living in poverty after the Great Depression. The Social Security Act was...

Estate planning is the process by which an individual makes decisions concerning the transfer of their assets after their passing as efficiently and tax-friendly as possible. Another important part of estate planning is asset...

On December 21, 2011, Ohio adopted the Uniform Power of Attorney Act (“UPOAA”), and this law became effective on March 23, 2012. An important part of estate planning is anticipating the possibility that you could become...