Legal Articles, Estate
Using Your Retirement Funds to Create a Lasting Legacy
Using Your Retirement Funds to Create a Lasting Legacy
The Ohio Legacy Trust Act
On March 27, 2013 the new Ohio Legacy Trust Act took effect in the State of Ohio. This Act provides for a new type of Legacy Trust, which allows an unprecedented level of asset protection within the State of Ohio.
FIRST PARTY SPECIAL NEEDS TRUSTS – WHAT EVERYONE IS TALKING ABOUT BUT NOT EVERYONE UNDERSTANDS WELL.
What is this “trust” that everyone mentions as a well know but mysterious magic wand?
YOUR FACEBOOK, TWITTER, & EMAIL ACCOUNTS, TO NAME A FEW. DO YOU NEED PLANNING FOR DIGITAL ASSESTS?
Who do you want to have access to your digital footprint after you are gone?
I AM NOT A U.S. CITIZEN. DO I NEED ESTATE PLANNING?
The short and definitive answer is - ABSOLUTELY!
WHY DO I NEED AN ESTATE PLAN?
WOULD YOU ASK THE SAME QUESTION ABOUT HOME INSURANCE, IF YOU ARE A HOME OWNER? OR WOULD YOU ASK THIS SAME QUESTION ABOUT CAR INSURANCE, IF YOU ARE A DRIVER?
LIQUIDITY & LIFE INSURANCE IN MY ESTATE PLAN
IT IS ESSENTIAL TO ADDRESS ISSUES OF LIQUIDITY AS PART OF YOUR ESTATE PLAN