by admin | Dec 4, 2022 | News & Resources
Yesterday marked a nationwide preliminary injunction blocking the enforcement of the Corporate Transparency Act reporting requirements. The Corporate Transparency Act (CTA) went into effect January 1, 2024. It mandated that all beneficial owners of entities filed with...
by admin | Dec 1, 2022 | News & Resources
There are two times when your Will does not matter: When you have beneficiaries listed on specific assets, such as life insurance, IRA, 401(k), bank accounts, property, and vehicles, etc. You own an account/asset jointly with someone else. Examples: Your Will states...
by admin | Aug 24, 2022 | News & Resources
If a person dies in the state of Ohio without a Will, they have died intestate. The Probate Court will then use the “Statute of Descent and Distribution” to determine who will receive your assets. The Statute works as follows: Single with children – All to your...
by admin | Apr 7, 2022 | News & Resources
As an Elder Law/Estate Planning Attorney, I hear on a regular basis, “I have a trust, I’m good.” But last night was the first time that I ever heard my own SPOUSE make that comment. I proceeded to ask if he had updated beneficiaries or even added...
by admin | Dec 4, 2020 | News & Resources
Let me let you in on a little secret: your Will does not avoid probate. In fact, reliance on a Will is a one-way ticket to the Probate Court. Your Will’s job is to tell the Probate Court who you want your assets to go to at your passing and who you want to be in...
