Bringing Up Estate Planning During Your Holiday Visit

Talking ABout Estate Planning to Parents

Do you worry your parents don’t have their estate planning in order? Are you unsure how to tactfully approach the subject of wills, trusts, beneficiaries, retirement accounts, living wills, power of attorney, medical power of attorney and long term care Read More …

Tips for Passing Retirement Benefits to a Child with Special Needs

Estate Planning

Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the beneficiary designations for these accounts. Unfortunately when a Read More …

Understanding the Different Types of Power of Attorney in Ohio: 4 Main Types of POA

Power of Attorney Document

A power of attorney is a very important estate planning tool.  Power of attorney (POA) is a legal document in which you give someone else the authority to act on your behalf and most states will accept powers of attorney Read More …