Advocacy, Passion, Results

Our Blog

Home in a Trust

Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.

Read More
Gift Tax Return

Update on Transfer Taxes for 2022

Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.

Read More
Inherited IRA

How Should I Plan to Sell My Business?

According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.

Read More
QTIP Trust

Should I Use a Corporate Trustee?

Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.

Read More

Recent Posts

Join Our eNewsletter & Blog Digest

Book a Call With Us Today!