February 11, 2022 •
Estate Planning 
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
Read MoreFebruary 10, 2022 •
Estate Planning 
The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
Read MoreFebruary 10, 2022 •
Estate Planning 
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Read MoreFebruary 10, 2022 •
Estate Planning 
Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
Read MoreFebruary 10, 2022 •
Estate Planning 
As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.
Read MoreJanuary 28, 2022 •
Estate Planning 
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
Read MoreJanuary 26, 2022 •
Estate Planning 
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
Read MoreJanuary 25, 2022 •
Estate Planning 
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
Read MoreJanuary 24, 2022 •
Estate Planning 
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.
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