In 1987, Congress passed a law recognizing March as Women's History Month—a time to honor the contributions and achievements of women throughout American history in a variety of fields. Women have played a vital role in building the United States into a strong and prosperous nation. Likewise, women are often the backbones of their [...]
Probate Estate administrations can easily turn into puzzles that can be difficult to unravel. The Executor, the person nominated in the Will to administer the Estate, has a fiduciary duty to ensure that the assets are distributed to the correct beneficiaries. If they fail in this duty, they can be sued and held personally [...]
Spring Break Checklist After a long, odd Ohio winter, many of us—from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at home. Tips for [...]
The Deceased Spouse's Unused Exemption Amount: a Spouse's Final Gift Spouses often work together to build wealth for themselves and their children. Congress recognized this by enacting the gift and estate tax portability election as part of the 2010 Taxpayer Relief, Unemployment Insurance Reauthorization, and Job Creation Act and making it permanent in the [...]
Retirement Planning Update Although we are still in the midst of an erratic Ohio winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also been some recent developments that may impact your retirement planning. IRS Proposed Regulations for [...]