“Continued Attacks on Special Needs Trusts”
Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]
The most important step in the estate planning process is the formulation of a family estate plan and the preparation of the documents to carry out that plan. The estate plan sets forth a family’s wishes concerning the disposition of the family wealth, the selection of individuals to carry out the plan and the selection of persons to care for, and be in charge of minors, who lose their parents.
Typical estate planning documents include wills, financial powers of attorney, health care powers of attorney, living wills, and perhaps, funeral directives. For many families, trust instruments are also important tools in putting together an estate plan and protecting the beneficiaries.
The process of document preparation can be made very efficient by using questionnaires, emails and phone conferences, followed by a client meeting to review and sign the final product. However, client meetings can be arranged at any time during the document preparation process.
Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]
In an article published in ABA Journal on March 27, Bill Browning is quoted discussing the growing demand for elder […]
In an article published in Bloomberg Tax’s Compensation Planning Journal on March 1, Bill Browning discusses preserving retirement accounts for middle-class families to protect […]
There is good news and some bad news for builders, developers, contractors and other business owners under the 2017 Tax […]
Medical bills were the biggest cause of U.S. bankruptcies—outpacing bankruptcies due to credit-card bills or unpaid mortgages—according to a survey […]
Effective for the 2018 tax year and ending Jan. 1, 2026, a new income tax deduction known as the “Qualified […]
In an article published in the print and digital editions of Columbus Business First on March 10, 2017, John Lucas […]