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Joint vs. Separate Trusts for Married Couples

Deciding between joint and separate trusts for married couples has been a conundrum within the estate planning community for a long time. While many attorneys swear by one trust over the other, there are many factors—such as, the state in which the couple resides, the total of their marital estate, and the couple’s relationship itself—that contribute to…

Beating GST Tax With HEETS

  The generation-skipping transfer tax (GSTT) often impedes people who wish to leave assets to their grandchildren. The GSTT is the IRS’s way of ensuring such gifts—as well as the grandparent’s estate—do not escape taxation. However, there is a way for you to make such gifts without incurring the GSTT and that’s through the creation…

Estate Planning For Blended Families

Yes, I suppose they fit the broad definition of a blended family, but the story of the “lovely lady” and a “man named Brady” was, of course, simply that. A story. When I turn off the TV and look at today’s blended families, my first observation is how very unique and different they all are.…

It’s Estate Planning Week!

Trust fund kid: the term conjures up images of entitlement, snobbery, and pastel golf shirts. Daddy’s spoiled little brats account for only a little more than 1% of the U.S. population (there’s that maligned 1% again). When compared to the approximately 22% of Americans who inherited money, those who did so via a trust fund are an…

The 3 Biggest Mistakes When Setting Up A Trust Fund for Children

1. Not choosing the right trustee We all know that our clients would rather not spend too much time thinking about what would happen to their children should they die prematurely. As such, clients are often quick to choose a close family member—their sibling or parent to act as the trustee. While this may seem…

Determine Which Method Is Best For YOU To Avoid Probate

Death is inevitable and none of us want our assets going into the hands of the state. Without the proper safeguards in place, the state is given the power to distribute your assets however a Probate Court judge sees fit. Fortunately, there are a variety of methods to prevent such a disastrous outcome and maintain…

Estate Planning Workshop for College Students!

It’s Estate Planning Week! We are celebrating by holding an Estate Planning workshop on October 17th at 10am to 12pm here in the Hilliard office to work with parents and their college students. We are located at 3956 Brown Park Drive in Suite B. It’s more crucial now than ever before that your student has certain…

Three Critical To-Do’s Before Your Child Leaves For College

It’s a parent’s worst nightmare — the late night call from the hospital telling you that your 18-year-old child has been in a severe auto accident and has been admitted to the hospital. As if the rush to the hospital isn’t bad enough, when you get to your child’s side, you may be told the…

Tomorrow is not a guarantee…

There are no guarantees – drafting a Last Will is the best method to maintain the power over YOUR estate. Aretha Franklin died August 16th, 2018 at age 76 after a long battle of pancreatic cancer. She died without a will. The law of the state of Michigan now controls her estate. Her 63-year-old special needs son…

Our New Client Portal Feature!

Our new client portal helps provide a safe and secure way of sending documents, viewing your account, and an easier way for you to communicate with our office. Here are the step by step instructions that will help guide you through setting up your new client portal: You will receive an email from our office…
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