“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 […]
A living trust is a very important part of most individual’s estate plans. Young couples with children will often employ a joint living trust to provide for their young children and manage assets for the children’s benefit if the parents die prematurely.
A living trust is an excellent way for a couple to hold assets to avoid probate and provide for adult children, grandchildren, charities, etc.
Single individuals find a living trust an excellent way to own property to avoid probate and also, to designate an individual who can manage assets as a trustee if the individual is not physically or mentally able to do so.
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 […]