What happens to the beneficiaries of bank accounts when the owner passes away? Learn from our attorney, Jessa Gary, five of the most common topics to keep in mind, from rules to paying taxes and more: Read Article  

Second marriages always involve more complex and ethically challenging estate planning circumstances for seasoned estate planners. Planning to protect the heirs of the “first to die” is always a challenge and particularly when one of the spouses has been diagnosed …

529 plans continue to be a popular savings tool for the many expenses that come with a college education. Although they’ve been around since the late 1980s in Ohio and a few other states – and have since spread to …

1. The guy who created his own will that left everything . . . to himself. This seems obvious, but make sure you have your assets going where you want them to. 2. The parent who deeded property to a …

Most people know what a will is, but many don’t understand their importance, especially in end of life planning. Surprisingly, it’s fairly common for an individual to pass away without a will in place. In a recent wills and estate …

Most people are familiar with wills and trusts, but often do not understand the difference between the two. This lack of understanding could lead an individual to choose the option that is not optimal for them. As you consider whether …