Why Ohio Repeal of the Estate Tax is Good News for Residents

Jul 18, 2011

On December 17, 2010, President Obama signed in to law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, which among other things increased the federal estate tax credit to $5,000,000 per person, and also once again reunited the...

Protected: Pick: Health care or marriage

Jul 12, 2011

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Do You Have the Essential Legal Documents

Jul 6, 2011

To ease lack of capacity and or post-mortem financial issues, you need to secure documents and prepare instructions before you become disabled or pass away. Here is a list to review annually at tax preparation time to ensure orderly financial transactions after...

Travel and Emergency Tips

Jun 11, 2011

A few simple travel tips to ensure your summer trips are safe. Mail your luggage. For as little as $40 per bag, you can have FedEx (or others) deliver luggage directly to your hotel room – allowing you to avoid lines and travel with carry-ons only. Undress for...

Protected: Browning to Speak at NAELA conference

May 19, 2011

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Pooled trusts for those over 65: Ruling to be appealed

May 19, 2011

Information pertaining to “CSNT v Olson North Dakota” The Center for Special Needs Trust Administration has decided to appeal an adverse ruling disallowing persons over the age of 65 to enroll in Pooled Special Needs Trusts. Here are a few reasons the...