Estate Planning & Probate
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Individual Income Tax Changes & Opportunities in the One Big Beautiful Bill Act (OBBBA)
On July 4, 2025, the One Big Beautiful Bill Act (“OBBBA”) became law, making key 2017 tax rules from the Tax Cuts and Jobs Act…
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Trust vs. Will: Which Estate Planning Tool is Right for You?
When planning for the future, one of the most important decisions you’ll make is how to pass on your assets. Two common tools in estate…
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Special Needs Trusts: Providing for a Loved One with Disabilities
When it comes to estate planning, ensuring that a loved one with disabilities is taken care of can be one of the most important and…
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Giving Through A Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is an irrevocable tax-exempt trust providing an income stream to non-charitable beneficiaries for life or a determined period of time…
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5 Critical Reasons Why Everyone Needs Estate Planning
Estate planning might sound like a topic reserved for the wealthy or the elderly, but the truth is, everyone can benefit from having an estate…
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Drop and Swap Strategy Aided by Recent Ohio Law Means Boon for Real Estate Investors
For many years, experienced commercial real estate (CRE) investors in Ohio have structured real estate purchases as an entity purchase and sale, often referred to…
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The Difference Between Testamentary V. Living Trusts
Many families use one of two type of trusts, particularly when there are minor children. A testamentary trust is created through a person’s Last Will…
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Duties of a Successor Trustee
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Changes in Ohio Law Paves Way for Postnuptial Agreements
Ohio has been one of only a handful of states that has not allowed a postnuptial agreement until recently. In December 2022, the Ohio legislature…
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