A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have negative savings within two years of getting their money, and…

Shocking to most people, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, your retirement funds have asset protection, meaning they can’t be…

Most people think of probate as a private process. However, since wills are filed at the courthouse, probated estates become a matter of public record. That means your nosey neighbor…

Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will…

Jenna Fogleman is one of our newest attorneys. Read more about Jenna HERE.

Over the years, we’ve discovered that many people make a BIG mistake, catapulting their assets and loved ones right into the court system. Most of our clients want to avoid…

As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need for estate tax planning has drastically decreased.  Instead, higher income…

When an unmarried couple has a child, the mother is automatically deemed legal custody. In order for the father to seek custody of the child, paternity must be proven before…

Now is the ideal time to start year-end tax planning so that credits and deductions can be maximized before the December 31st deadline. Below you will find a variety of…

Estate Planning for couples in a second or later marriage can be tricky, particularly when one spouse is significantly wealthier than the other.  One solution for allowing the well-to-do spouse…