How To Plan Now For The Higher 2023 Estate, Gift, And GST Exemptions What does that mean for your estate planning? 1. Review Your Current Plan: Start by reviewing your current estate plan. Do you have a trust? Is it revocable or irrevocable? Is it funded? What assets are in the trust? How is the trust titled? 2. Consider Using…
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The Case For More & Better Expansive Wealth Management
Protecting your Assets Rising interest rates make trusts a very effective tool for wealth transfer. When interest rates increase, a trust can be used to protect assets from inflation and other market fluctuations. Trusts allow assets to be transferred to beneficiaries without having to go through the lengthy and costly process of probate. In addition, trusts can be used to…
Protecting your Assets
Protecting your Assets You want to ensure that your family’s assets are protected from potential threats, whether you’re starting or have an existing fortune. Your help could be at risk in many ways, so what seems like an easy goal might be complicated. Rathburn Associates in Columbus, OH, offers advice on protecting your assets against less-known threats. Threats to your…
Who can challenge a Will?
Who can challenge a Will? Everyone can’t challenge a Will. You may not be entitled to any money from an estate if Person A owes money and Person A dies without paying that debt. Your debts will likely be unpaid if you don’t meet the criteria. Most Wills pass without any challenges, and a Will can be challenged in a…
21 Criminal Charges that Require a Criminal Attorney
21 Criminal Charges that Require a Criminal Attorney A personal injury lawyer may be required if you are involved in a car accident, and a Will lawyer may be needed if you need help with your estate planning. A criminal lawyer is necessary if you face charges for a misdemeanor, felony, or both. A misdemeanor charge can lead to a…
Is it legal for my boss to make me work during lunch?
Is it legal for my boss to make me work during lunch? This question is not answered in every state. Each state has its labor laws, and each has its considerations about pay and working hours. Ohio Employers are not required to offer any break for employees older than 18, and a Cincinnati employment lawyer can access this knowledge. (Lunch…
How to contest a trust from home
How to contest a trust from home It is very common to contest a trust. It is possible to avoid going to court for your inheritance because trust disputes are usually settled outside of court. You won’t even need to travel far to meet with your beneficiaries. Zoom, Skype, and Facetime are all options for initial case evaluations. You can…
Estate planning 101: What to do, how to plan and what options you have
KEY POINTS Estate planning is a relatively straightforward process. You don’t need to be wealthy or older to begin estate planning; the sooner you start, the better. The key actions include: 1) Drafting a will and a living will. 2) A healthcare power of attorney. 3) Naming your beneficiaries. You can avoid much pain and suffering later by getting your…
Common Signs of Elder Abuse & What to do
COMMON SIGNS OF ELDER ABUSE AND WHAT TO DO Senior Elder abuse is defined by the World Health Organization as “any single, repeated, or inadequate action which causes distress or harm to an older person” and can be either men or women. While some people don’t know or are unable to recognize that their elderly loved one needs better care, others deliberately…
How scammers are targeting elders?
Scammers are all around. Every day seems to bring a new scam alert. Scams are now part of everyday life, whether it’s credit card frauds, phone scams or email scams. Scams are so common and reach so many people that it is vital to protect yourself as well as your elderly loved ones. Scammers can target seniors in particular. A…