Archive

SWBW Proud to Announce Online Notarization Capability

I 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 […]

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Estate, Medicaid and VA Planning – An Ohio Guide

Hello everyone! I am very happy to announce the completion of my new book: Estate, Medicaid and VA 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 simplify things […]

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Gift and GST Tax Returns and Payments Postponed to July 15

The 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 […]

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IRS Outlines New Tax Law Effect On Tax Exempt Organizations

IRS 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 […]

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What to expect when you meet with Attorney Michael T. Bryan

If 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 […]

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Top 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 many steps ahead of others who have not taken the […]

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Treasury, IRS: Making large gifts now won’t harm estates after 2025

WASHINGTON – Today the IRS announced that individuals taking advantage of the increased gift and estate tax exclusion amounts in effect from 2018 to 2025 will not be adversely impacted after 2025 when the exclusion amount is scheduled to drop to pre-2018 levels. The Treasury Department and the IRS issued proposed regulations which implement changes […]

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Should I be worried about health care costs?

You are invited to a free public seminar for answers: Monday, August 13th, 2018 at 11:00 a.m. Guernsey County Senior Citizens Center 1022 Carlisle Avenue Cambridge, OH 43725 Do you know how to protect up to one-half or more of your assets and still qualify for Medicaid if you are in a crisis? Do you […]

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