-
Home
-
Our Team
-
Practice Areas
-
FAQ
-
Schedule An Appointment
-
The Pilot Mysteries
-
Privacy Policy
-
Disclaimer
-
Sitemap
-
Blog
-
Why Plan Your Estate?
-
Just Married: Newlywed Estate Planning Cheat Sheet
-
A Business by Any Other Name may be a “Hobby”
-
5 Avoidable Mistakes in the Will You Write
-
Cultivating a “Small Business Edge”
-
Converting Cold Calls into New Clients
-
Helping Aging Parents Manage Their Personal Finances
-
The death of my rock and roll, and the need for estate planning
-
401(k) Plans for Small Business Owners
-
Estate Planning Trivia
-
The ABC’s of Estate Planning
-
The Equifax Breach is Worse Than Imagined
-
A Small Business Owner’s Guide to Payroll Taxes
-
Charitable Giving—Not Just for the Rich and Famous!
-
Target-Date Funds Are Worrying Me
-
Do You Have A Bad Financial Planner?
-
Questions to Ask A Prospective Financial Advisor
-
LAW ADVOCACY FAMILY FINANCE
-
Understanding the Estate Planning Process
-
Women Entrepreneurs
-
Advance Directives In Estate Planning
-
LAFF December Issue
-
Count Your Blessings
-
Estate Planning for Everyone
-
Where There’s a Plan, There’s a Continued Business
-
LAFF January Issue
-
Long Term Care
-
Preserving Your Legacy
-
LAFF February Issue
-
Estate Planning For Your Digital Assets
-
Start Up Your Business
-
Planning Your Estate Before Remarriage
-
An Intriguing Exit Strategy for Today’s Business Owner
-
Introduction to Tax Strategy
-
Bobbleheads and other free swag star in baseball tax dispute
-
The Law That Made Facebook What It Is Today
-
Can a Living Trust Replace Your Will?
-
Drafting Your Own Will
-
LAFF April Issue
-
Titling Assets Properly
-
What to Know About Tax Audits
-
Drafting Your Own Will
-
Reviewing Life Insurance Plan
-
LAFF May Issue
-
Planning for the Unexpected
-
LAFF June Issue
-
Acquaint Family with Your Financial Affairs
-
Why every company should embrace the World Cup
-
To Be Or Not To Be (Entrepreneur)
-
What Price, Love?
-
12 Estate Planning Must-Dos
-
Summer Job Tax Tips
-
LAFF July Issue
-
How Setting A Schedule Can Make You Less Productive
-
A Glass Slipper for the Stroke of Midnight — Estate Planning Fundamentals
-
10 Smart Uses for Your Tax Refund
-
Is Estate Planning Still Necessary?
-
Borrowing Responsibly and Managing Debt
-
KitKat lost its trade mark case: what you need to know
-
Pros and Cons of Probate
-
Business Succession Considerations for Small Business Owners
-
Increasing Productivity with Lean Thinking
-
Draft a Retirement Wish List for Your Financial Adviser
-
Advance Directives for Your Future Care
-
Green Business = Smart Business
-
Small business owners are getting a new incentive to sell to their employee
-
Filling in the Picture about Your Financial and Personal Affairs
-
Assisted Living: The New Kid on the Block
-
Aretha Franklin Died Without a Will And now her $80 million estate is in probate court
-
Agree Now, Avoid Headaches Later
-
How Fast Should You Grow Your Business?
-
Ten Common Estate Planning Mistakes
-
Disability; Are Your Business Interests Protected?
-
Valuing a Closely Held Business
-
The Triple Tax Benefits of Health Savings Accounts
-
Being Prepared for Future Care Possibilities
-
5 Big Problems to Solve Before You Retire
-
A Tower of Strength; Insurance Against the Unthinkable
-
Estate Planning for Lifetime Partners
-
Where There’s a Plan, There’s a Continued Business
-
Helping Your Heirs While Helping Others
-
Boosting Employee Performance with Ergonomics
-
Accentuate Your Pension
-
LAFF October Issue
-
Understanding the Estate Planning Process
-
Nonqualified Plans: Baiting the Benefit Hook
-
3 Financial Planning Steps
-
Achieving Superior Customer Service
-
Can Creditors Break Down the FLP Door?
-
Estate Planning for Everyone
-
Financing Your Own Business
-
Revisiting Elder Care Issues
-
Business Owners Recognize the Importance of Personal Wealth
-
Liquidity and Your Estate
-
Grant Peace of Mind with a Financial Inventory
-
How Small Businesses Can Take Advantage of Tax Reform; The Tax Cuts and Jobs Act (TCJA) of 2017
-
Keeping Appraised
-
LAFF November Issue
-
Perking Up Benefits; Executive Bonus Plans
-
Choosing Your Estate Executor
-
Americans Change Jobs Frequently
-
Stan Lee – The Man Who Gave us Superheros
-
Making A Year-End Tax Plan
-
LAFF December Issue
-
A “Curtain Call” for Your Company
-
Guardianship for Your Children
-
AMT—The Tax Trap
-
Assessing Business Risks
-
A Shopper's Guide to Tax Consultants
-
A Menu of Trust Options
-
Family Involvement Can Be Good Business
-
2 Helpful Tax Strategies
-
CRTs—Appreciating the Gifts of Charitable Gifting
-
Solid Gold: Good Records Pay Off
-
Estate Planning: A Team Effort
-
Online Reviews Protecting Your Company’s Reputation
-
A Working Parent’s Guide to the Child and Dependent Care Tax Credit
-
Survivorship Life: A Win-Win Proposal
-
10 Tips for Small Biz Owners
-
Get Your Tax Act Together
-
Avoid Common Estate Planning Mistakes
-
Business Survival Planning for the Sole Proprietor
-
LAFF January Issue
-
The Tax Advantages of Purchasing Annuities
-
Survivorship Life Insurance: Preserving Your Business Legacy
-
Social Networking Your Way to Success
-
Establishing “Material Participation” in a Business
-
Estate Planning Challenges for Unmarried Couples
-
Keeping Sight of Personal Priorities
-
Some Americans Enjoy Doing Their Taxes
-
Smart Steps for Small Estates
-
Business Owners; Avoid Putting All Your Eggs in One Basket
-
The “Taxing Effects” of Selling Your Home
-
Financial Care for Special Needs Children
-
Raising Capital for Your Business Needs
-
Estimating Your Federal Estate Tax
-
Estate Planning for Intellectual Property
-
Get SMART: Tips for Effective Goal Setting
-
Claiming the Medical Expenses Tax Deduction
-
Second Marriage—Estate Planning Strategies
-
It Can Pay to Employ Family Members
-
7 Ways to File Your Taxes for Free
-
Advance Directives Essential for All Ages
-
LAFF February Issue
-
Improving Your Presentation Skills
-
Tax Consequences of Bartering for Businesses
-
“UGMA” and “UTMA” in Action
-
A Universal Idea for Business Owners
-
Charitable Giving Yields Tax Benefits for Businesses
-
Dividing the Family Pie
-
Planning Continues Upon Retirement
-
Managing RMDs From Tax-Advantaged Retirement Accounts
-
A Buffer for Your Estate
-
Business Forum
-
A Trust Primer
-
Tax Deductions for Donating Art
-
Answers to Common Estate Planning Questions
-
A Buy-Sell Agreement Instead of Deferred Compensation?
-
Life Changes and Your Taxes
-
Consistent Estate Basis Reporting Rules
-
LAFF March Issue
-
Maintaining an Even Keel with Key Person Insurance
-
A Short Course in Personal and Dependent Exemptions
-
What to Expect When Working with Your Estate Planning Team
-
Business Succession Planning
-
Income Tax Filing
-
A Look at Guardianship and Older Adults
-
Family Business—Laying the Groundwork for Success
-
Location Matters When Choosing a Retirement Home
-
Unburden Your Loved Ones with a Financial Inventory
-
Assuring Your Company’s Survival
-
A Mountain of Debt to Scale: How will It Affect You?
-
Long-Term Care, Understanding Your Options
-
Are You on Firm Financial Footing, “Personally” Speaking?
-
Taxing Issues for Divorcing Couples
-
What Makes Up Your Estate?
-
Being Your Own Boss
-
Year-End Tax Planning Strategies
-
Dividing Your Estate: A Practical Approach
-
A Business “Will” can Go a Long Way
-
How Much Tax Should I Have Withheld?
-
LAFF April Issue
-
The Many Uses of Trusts
-
Catch the Spirit: Start Your Own Business!
-
Your Tax Strategy: Timing Is Everything
-
Liquidity and Your Estate
-
Retiring Business Owners - Plan for Succession
-
Claiming a Deduction for Your Home Office
-
Important Steps in Preserving Your Estate
-
Help Protect Your Business with Disability Income Insurance
-
Which Filing Status Makes Sense for Me
-
Advance Directives: Quality of Life Issues
-
S Corporations vs. LLCs: Which Entity Is Right For You?
-
Justifying Late Tax Return Filings
-
Ten Tips for Creating an Effective Estate Plan
-
Calculating Your Break-Even Point
-
Keep Land in the Family with Conservation Easements
-
Benefit Trade-Offs in Property Titling
-
Retirement Planning and the “One-Man Band”
-
Keeping Taxes Low When Making Loans to Family Members
-
Long Term Care: Tax Breaks Now and in the Future
-
Wealth-Transfer Taxes Can Take a Toll on Small Businesses
-
Guiding Light: The IRS and Letter Rulings
-
Using a Durable Power of Attorney
-
LAFF May Issue
-
Your Business: Solutions for Succession
-
Minimizing the Risk of Getting Audited
-
Practical Uses for Practical Trusts
-
Key Person Insurance: Cash, When It’s Needed Most
-
Tax Act Tightens Rules on Vehicle Donations
-
An Overview of Asset Preservation with A/B Trusts
-
Preparing for a Small-Business Conference
-
Tax Advantages of Turning a Hobby into a Business
-
Protecting Your Future with a Living Will
-
Buy-Sell Agreements: Protecting Your Family’s Future
-
Tax Tips from the IRS
-
Estate Planning and Your Residence: When the Grass Really is Greener!
-
Marketing Budget Limited This Year? Try Grassroots Marketing
-
In the Driver's Seat: Tax Deductions
-
An Irrevocable Life Insurance Trust Can Strengthen Your Business Estate Plan
-
Without a Business “Will,” It Won’t
-
How Bunching Expenses Can Enable Taxpayers to Continue to Itemize
-
Trustees and Your Living Trust—Making the Right Choices
-
Putting Your Company’s Surplus Funds to Work
-
The Tax Advantages of Charitable Gift Annuities
-
LAFF June Issue
-
Appraising Your Appraiser
-
First, Break All the Rules—What the World’s Greatest Managers Do Differently
-
Guidelines for Deducting Mortgage Points
-
Choosing Your Executor Requires Careful Consideration
-
Perk Up Your Employees
-
Like-Kind Exchanges: Still a Viable Tax Shelter
-
Charitable Remainder Trust Basics
-
Setting a Price for Buying or Selling a Business
-
Maximize Your Credits, Deductions, and Exemptions
-
Minimizing Taxes with Private Annuities
-
Employers Seek To Manage High Cost Health Plan Claimants
-
Planning Ahead to Avoid the AMT
-
Solidifying Your Future with Advance Directives
-
What's Your Management Style?
-
Reporting Tips as Taxable Income
-
Taxes and Your Estate: Reconcile Your Domicile
-
The Value of a Mentoring Program
-
LAFF July Issue
-
Taxpayer Bill Of Rights
-
Your Estate and Life Insurance: It All Adds Up
-
Stay flexible to succeed in a tight talent market
-
Will Your Home Office Pass the “Test”?
-
Shielding Your Insurance from Estate Taxes
-
Family Employees Bring Home Tax Benefits
-
Child Care Credit: You Don't Have to Live in a Shoe
-
Privacy Rules Emphasize Importance of Advance Medical Directives
-
Returnships: Internships for Professionals Re-Entering the Workforce
-
Taxes and Scholarship Income
-
Advance Directives: Part II - Health Care Issues
-
Succession Planning with Buy-Sell Agreements
-
The IRS and Educational Deductions
-
Deferral of Estate Taxes
-
Business Owners and Executives: Don’t Forget Personal Planning, Too
-
Job Searching and Your Taxes
-
The Power of Legal Protection
-
Strategies for Success: Business Succession Planning
-
For the Record Keep Those Important Documents
-
LAFF August Issue
-
The “What” and “Why” Behind Estate Planning
-
GRATs: A Planning Tool for Business Succession
-
Tax Audits: Cause for Concern?
-
Loaning Money to Your Children
-
A Quick Estate Planning Quiz
-
Securing Your Family’s Future
-
How Trusts Can Benefit You and Your Family
-
Securing Future Care with a Special Needs Trust
-
Dealing with Elder Care Issues
-
Ensuring Continuity with the Disability Buy-Out
-
Claiming Your Parent as a Dependent
-
Estate Planning for Your Life Insurance Policies
-
“Free For All”
-
LAFF September Issue
-
Planning Your Itemized Deductions
-
Watching Over Others
-
Preserving Your Family Business with Long Term Care Planning
-
Taxpayers Satisfied With IRS Interactions
-
Trusts—From Park Avenue to Main Street, U.S.A.
-
Managing Your Risk with Key Employee Life Insurance
-
Maximizing Health Insurance Tax Deductions
-
Helping Elders Manage Their Assets
-
Business Planning for Continuity
-
Have You Been Snagged by the Alternative Minimum Tax?
-
Family Foundations: Benefits Stretch beyond Charitable Giving
-
Estate Planning: Protection from Having to Sell Your Business
-
Which Came First: Basis or Gain?
-
Who’ll Be in Control When You Can’t Be?
-
Business Owners: Disability Income Protection
-
LAFF October Issue
-
IRS Extends Two-Year Limit on Innocent Spouse Relief
-
Where There’s a Will, There’s Way
-
Funding a Business Buyout
-
5 Ways to Build A Better Tax Plan
-
Don't Be Surprised . . . Get Appraised!
-
Hire Your Children and Help Them Save
-
Tax Planning for Family Business Succession
-
Advantages of Probate
-
Business Succession Planning
-
The Best Tax Tips before Year End
-
Long-Term Care: Better to be Safe than Sorry
-
Business Succession Planning: Is There Life After Death?
-
Saturday’s Child Must Work for a Living
-
Reduce Future Uncertainty with Advance Directives
-
10 Tips for Small Business Owners
-
IRS Problems: Not as “Taxing” as You Think
-
Choosing Your Place of Domicile
-
Business Forum: Keeping Your Business High and Dry
-
LAFF November Issue
-
Free Information and Help from the IRS
-
Community Property and Life Insurance
-
Disability and the American Business
-
Save Those Tax Records
-
How to Divide an Inheritance Equally
-
Estate Planning Challenges Facing S Corporations
-
Taking Advantage of Advertising and Marketing Deductions
-
Wealth Transfer Taxes Hit Small Firms
-
Funding Buy-Sell Agreements with Life Insurance
-
Taking Advantage of Business Travel and Entertainment Deductions
-
Your Financial Affairs: What Your Children Should Know
-
Involving the Family can be Good Business
-
Six Basic Tax Planning Techniques
-
Guardianship for Your Children: A Look at the Issues
-
Key Employees: Protecting Your Most Valuable Assets
-
Types of Tax Audits
-
If Home is “Where You Hang Your Hat,” Where’s Your Domicile?
-
Protecting Against Loss with Business Interruption Insurance
-
Year-End Housekeeping
-
Long-Term Care An Issue to be Faced
-
Split Dollar Benefits for S Corporations in Ohio
-
Avoiding Pitfalls of Interest Deduction Rules
-
Protect Your Estate with an Irrevocable Life Insurance Trust
-
Your Business: Family History or Continuing Legacy?
-
“Fed” Watching—the Rise and Fall of the Economy
-
Select Trustees with Care
-
A Prescription for Disability
-
National Taxpayer Advocate Warns the IRS Is Underfunded
-
What Property is Included in Your Estate?
-
Business Continuity and Long-Term Care Considerations
-
Supreme Court Rules That Severance Pay Is Subject to FICA Taxes
-
5 Avoidable Mistakes in the Will You Write
-
Business Succession: A Family Affair
-
Tax Return Filing Tips
-
Intellectual Property: A Planning Issue for the 21st Century
-
Can You Afford to Pass Up Key Person Insurance?
-
LAFF January Issue
-
What If You Can’t Pay the IRS on Time?
-
Putting Trusts to Work for You
-
Disability Income Insurance: People at Work—Money at Work
-
Beating the Transfer Tax Trap
-
Revisiting Elder Care Issues
-
Employers Adjust Benefits In Response To Legal Changes
-
Claiming the Medical Expenses Tax Deduction
-
Solidify Your Future: Use Advance Directives
-
Do You Need D&O Coverage?
-
Establishing "Material Participation" in a Business
-
Ten Common Estate Planning Mistakes
-
Does the Buck Stop with Lending Institutions?
-
Free Tax Preparation
-
The ABC’s of Estate Planning
-
Online Reviews: Protecting Your Company’s Reputation
-
Income Tax Filing: What You Should Know
-
Understanding the Estate Planning Process
-
Perking Up Benefits: Executive Bonus Plans
-
Meeting the April 15th Deadline
-
Why Plan Your Estate?
-
LAFF February Issue
-
Social Networking Your Way to Success
-
Good Records Pay Off
-
Whom Should I Name as Executor of My Will?
-
The Entrepreneurial Challenge
-
Resolving IRS Problems may be Easier Than You Think
-
12 Estate Planning Must-Dos
-
What is a ‘poison pill’?
-
Some Americans Enjoy Doing Their Taxes
-
A Menu of Trust Options
-
A Tower of Strength
-
The "Taxing Effects" of Selling Your Home
-
Being Prepared for Future Care Possibilities
-
Being Your Own Boss
-
LAFF March Issue
-
What Determines Your IRA’s Required Minimum Distribution Amount?
-
Can a Living Trust Replace Your Will?
-
Does Your Company Have a Succession Plan?
-
Solid Gold: Good Records Pay Off
-
Dividing the Family Pie
-
Family Involvement Can Be Good Business
-
The Basics of Tax Basis
-
Estate Planning Challenges for Unmarried Couples
-
Keeping Sight of Personal Priorities
-
Using the IRS Tele-Tax Service Line
-
Filling in the Picture about Your Financial and Personal Affairs
-
Life Insurance: A Tool for Businesses
-
Year-End Tax Planning Strategies
-
Helping Your Heirs While Helping Others
-
Raising Capital for Your Business Needs
-
“What Price, Love?” Paying the Marriage Penalty
-
Is Estate Planning Still Necessary?
-
Where There’s a Plan, There’s a Continued Business
-
Tax Consequences of Bartering for Businesses
-
Just Married: Newlywed Estate Planning Cheat Sheet
-
A “Curtain Call” for Your Company?
-
A Mountain of Debt to Scale: How will It Affect You?
-
Keeping Appraised
-
Borrowing Responsibly and Managing Debt
-
Charitable Giving Yields Tax Benefits for Businesses
-
Liquidity and Your Estate
-
Nonqualified Plans: Baiting the Benefit Hook
-
Does Your Vehicle Donation Qualify as a Tax Deduction?
-
Planning Your Estate before Remarriage
-
S Corporations vs. LLCs: Which Entity Is Right For You?
-
Estimating Your Federal Estate Tax
-
Smart Steps for Small Estates
-
Agree Now, Avoid Headaches Later
-
Get Your Tax Act Together
-
Using a Durable Power of Attorney
-
Business Forum: The Personal Side of Your Business
-
How Much Tax Should I Have Withheld?
-
A Buffer for Your Estate
-
A Business “Will” can Go a Long Way
-
In the Driver's Seat: Tax Deductions
-
Benefit Trade-Offs in Property Titling
-
Business Owners: Recognize the Importance of Personal Wealth
-
Keep Land in the Family with Conservation Easements
-
Important Steps in Preserving Your Estate
-
Estate Planning Steps to Protect Yourself in these Uncertain Times
-
Family Business: Laying the Groundwork for Success
-
LAFF June Issue
-
LAFF July Issue
-
Planning for Life Insurance
-
Liquid Assets: Transform Your Estate Plan and Your Family's Future
-
Planning for the Uncertain With Advanced Directives
-
Navigating Intellectual Property Rights
-
The Star Player on Your Estate Planning Team
-
Ensuring Your Life Matches Your Life Insurance
-
Wills and Trusts: Know the Difference
-
Did Sean Connery exclude his son from his will?
-
Elder Care For A New Age
-
When It Comes To Estate Planning: Know Your ABCs
-
Wills vs Revocable Living Trust
-
Remarriage and Estate Planning: What You Need To Know
-
The Holidays Are The Perfect Time To Discuss Your Estate Plan
-
Estate Planning In The New Year
-
“Sharing money is what gives it it’s value.” - Elvis Presley
-
Life Insurance - A Diverse Estate Planning Tool
-
Prince - $200 Million Estate Is Still Contested
-
Why do you need an estate plan?
-
Audrey Hepburns Legacy
-
Living Trusts: Not as complex as you think
-
Who Is Your Beneficiary?
-
7 Things to Expect During a Minor's Settlement
-
International Women's Day: Estate Planning for the Modern Women
-
Will Social Security Still Be Available When You Retire?
-
Is Bitcoin Safe from the Government?
-
A 529 Might Not Be Your Best Option for College Savings…
-
St. Patrick’s Day: Safe Celebrations and Protecting Your Loved Ones
-
4 Ways to Protect Your Life Savings from Estate Taxation
-
Why Should Millennials Care about Estate Planning?
-
10 Things You Should Do After an Auto Accident
-
You Need to Take Emotions Out of Investing
-
Who Wants to Live Forever?
-
How Do I Receive Compensation for a Vaccine-Related Injury?
-
What If I Can't Find My Loved One's Estate Plan Documents?
-
Thy Will Be Done
-
Contact Us
-
Estate Planning & Probate Attorney in Dublin, Ohio
