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21 11, 2023

Give Thanks This Year & Plan for Future Gratitude

By |2025-05-16T14:49:23-04:00November 21st, 2023|

How Do You Want to Live On After Death?  In the words of physicist and My Big TOE author, Thomas Campbell, ‘To live in the hearts we leave behind is not to die.' When we lose someone dear, memories of special moments, the support they offered, and their unique qualities linger in our hearts. [...]

30 10, 2023

SECURE 2.0 Act: How It Affects You and Your Retirement Account Beneficiaries

By |2025-05-16T14:49:23-04:00October 30th, 2023|

On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: It increased the required beginning date (RBD) for required minimum distributions (RMDs) from your individual retirement accounts from 70 ½ to 72 years [...]

23 10, 2023

Top 3 Reasons You Need an Up-to-Date Estate Plan

By |2025-05-16T14:49:23-04:00October 23rd, 2023|

Although we live in a world where information is easily accessible through the internet, there are still many misconceptions surrounding estate planning. Most of us do not dedicate our time to learning more about topics like estate planning, because we may not know that we need an estate plan or realize the benefits associated [...]

5 10, 2023

Important Probate Rules Everyone Should Know

By |2025-05-16T14:49:23-04:00October 5th, 2023|

When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a Last Will and Testament (otherwise known as a Will) or trust, who the living relatives are, and their relationship to the person who died. If the deceased person did not have a [...]

20 09, 2023

A Comprehensive Guide to Obtaining a Probate Bond in Ohio

By |2025-05-16T14:49:23-04:00September 20th, 2023|

Obtaining a probate bond is a fundamental aspect of the probate process in Ohio, ensuring the protection of an estate's assets and the interests of beneficiaries. Whether you are an executor (someone nominated in a will to administer the estate), or an administrator (an applicant to administer an estate that does not have a will), [...]

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