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Using Your Retirement Funds to Create a Lasting Legacy

Using Your Retirement Funds to Create a Lasting Legacy

Wills vs. Living Wills

What is a Living Will? Is it the same as a “Will” and why do I need them?

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

FIVE MOST COMMON MISTAKES OF ESTATE PLANNING

FIVE MOST COMMON MISTAKERS OF ESTATE PLANNNG MADE BY PROFESSIONALS WITHOUT ADEQUATE EXPERIENCE IN ESTATE PLANNING

How Does Adoption Change Your Rights to Your Biological Parent's Estate?

Adoption changes your rights to inherit from your biological parent's Estate if they pass intestate. This article summarizes Mr. Nussbaum's attempt to circumvent that rule.

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