Posted In: Real Estate and Trusts & Estates
Trusts & Estates and RE&C In Review: Four Ways to Avoid Probating One of the Most Commonly Held Assets in Ohio: Real Property
on July 26, 2023
One of the biggest concerns clients have when meeting with estate planning attorneys is avoiding probate. Probate is a court process that facilitates the transfer of probate assets pursuant to a decedent's Last Will and Testament, or via intestate succession when a person dies without a Will under Ohio law....
Posted In: Trusts & Estates
Trusts & Estates Blog: Changes to RMDs, 529 Plan Rollovers and Matches to Qualified Plans for Student Loan Payments: Key Provisions of the EARN Act (Secure 2.0)
on February 21, 2023
On December 29, 2022, the Enhancing American Retirement Now (EARN) Act was signed into law. The EARN Act includes several key provisions that may impact how you plan for retirement, including, as detailed below, changes to required minimum distribution (RMD) rules; adding a provision to allow savers to rollover a Section 529 Plan to a Roth IRA; and providing employers the opportunity to treat student loan payments as retirement contributions for purposes of an employer match....
Posted In: Trusts & Estates
Trusts & Estates Blog: Attending a Summer Camp? Going on Vacation? Parents Should Add Minor Medical Authorizations to Their Planning Checklist
on June 22, 2021
Is your minor child attending a summer camp this year? Do you have an upcoming business trip or vacation and are entrusting a friend or family member to look after your child? Is your minor child going on a family vacation with a friend? In planning for these events, parents should consider adding one item to their checklists: minor medical authorizations....