Liam Payne’s sudden and tragic death shocked the world—but what followed should concern anyone without an estate plan. Despite a $32 million fortune, the former One Direction star left no will, leaving behind a young son, an...more
As we approach the end of the first quarter of 2025, estate planners and their clients are closely monitoring developments in Washington, D.C. The scheduled sunset of the increased estate and gift tax exemption is now less...more
New legislation to repeal the federal estate tax, often referred to as the “death tax,” has been introduced in Congress. Senator John Thune (R-SD) and Representative Randy Feenstra (R-IA) have introduced companion bills in...more
2/20/2025
/ Death Tax ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Legislative Agendas ,
New Legislation ,
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Tax Planning ,
Tax Reform ,
Tax Relief ,
Trusts
Over the past decade, Central Ohio has undergone a remarkable economic transformation. Columbus and its surrounding areas have attracted major investments from tech giants like Intel, Amazon, and Google, transforming the...more
Wendy Williams’ ongoing legal battle over her financial conservatorship has reignited public debate on the complexities of incapacity planning. Although she allegedly executed a power of attorney (POA) in favor of her son,...more
2/7/2025
/ Beneficiaries ,
Conservators ,
Estate Planning ,
Fiduciary Duty ,
Financial Institutions ,
Guardians ,
Incapacitated Persons ,
Power of Attorney ,
Probate ,
Trustees ,
Trusts ,
Wills
August is “National Make-a-Will” Month, the perfect opportunity to seriously consider your estate plan. Many delay this crucial task due to common misconceptions about what an estate involves. Here, we delve deeper into what...more
8/5/2024
/ Bank Accounts ,
Child Custody ,
Estate Planning ,
Executors ,
Grantors ,
Inheritance ,
Minor Children ,
Property Owners ,
Real Estate Investments ,
Special Needs Children ,
Special Needs Trust ,
Trusts ,
Wills
The American housing market is grappling with escalating interest rates and limited inventory, pricing many Americans out of home ownership. Massachusetts’s senior Senator Elizabeth Warren seeks to address this issue in the...more
UNDERSTANDING ESTATE PLANNING MISCONCEPTIONS -
There’s a misconception that estate planning is mainly for the wealthy or those concerned with asset protection. In reality, estate planning serves the practical purpose of...more