Thanks for visiting our website today! I’m happy to share the following video with you – Estate Planning Basics You’ll find answers to questions like this: I have been told that I should avoid probate. Is this important? How do I do it? How can someone else make financial decisions for me if I am […]
Read MoreThe IRS has announced that estate and gift tax exemptions will change in 2023 Estates of decedents who die during 2023 have a basic exclusion amount of $12,920,000, up from $12,060,000 for estates of decedents who died in 2022. The annual exclusion for gifts increases to $17,000 for calendar year 2023, up from $16,000 for […]
Read MoreI thought documents had to be notarized in-person. What changed? COVID-19 has certainly made it more challenging for clients to sign legal documents, especially documents that have to be notarized, such as deeds, affidavits, etc. Previously, notarization had to be done in-person. The good news is that Ohio now allows for online notarization. In March […]
Read MoreHello everyone! I am very happy to announce the completion of my new book: Estate, Medicaid and VA Benefits Planning – An Ohio Guide. This book takes on very crucial questions that Ohio residents have, such as: How can I protect my savings from being spent on unnecessary probate or guardianship proceedings? How can I […]
Read MoreThe IRS has postponed the filing date for 2019 gift and generation-skipping transfer tax returns, and making payments of those taxes, until July 15, 2020. From Notice 2020-20 (internal citations omitted): The Secretary of the Treasury has determined that any person with a Federal gift tax or generation-skipping transfer tax payment due or the requirement […]
Read MoreIRS outlines new tax law effect on tax exempt organizations WASHINGTON – The Internal Revenue Service wants tax-exempt organizations to know about recent tax law changes that might affect them. The Taxpayer Certainty and Disaster Tax Relief Act, passed on Dec. 20, 2019, includes several provisions that may apply to tax-exempt organizations’ current and previous […]
Read MoreTop 9 Questions Ohioans Should Ask About Their Estate Planning Many Ohioans do not have any estate planning in place. Even more importantly, most folks do not know what questions they should ask. I’ve prepared a free report which explains the Top 9 Questions Ohioans Should Ask About Their Estate Planning. After reading, you’ll be […]
Read MoreIf you have time before your appointment, click below to read the following detailed reports. This will give you a head start on everything you need to know! “What Every Ohioan Should Know About Using Medicaid to Help Pay for Long-Term Healthcare Costs” “Top 8 Misconceptions Ohioans Have About Using Veterans Benefits to Pay for […]
Read MoreMany Ohioans do not have any estate planning in place. Even more importantly, most folks do not know what questions they should ask. I’ve prepared a free report which explains the Top 9 Questions Ohioans Should Ask About Their Estate Planning. After reading, you’ll be many steps ahead of others who have not taken the […]
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