Winter Planning for a Great Spring, Part 1 of 3
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...
BUT THEY HAD A WILL!!!
Addressing A Few Common Probate Misconceptions Some of the most common questions that we hear when someone calls our office after losing a loved one are: My brother had a Will, so why do we have to go through probate to divide his property? My brother had a Will...
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax documents by January 31. Whether you are filing as an individual or administering an estate or trust,...
How Can Remarriage Affect Your Estate Planning?
Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted, the former couple may have engaged in certain levels of estate planning together. When that is the case, it is important to understand how a subsequent...
Are You Ready for 2023? End-of-Year Considerations
Unique Gift Ideas that Benefit You Too You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by year-end gift giving. In making lifetime gifts, you can...
Top Ten Probate Mistakes
At Ibis Legacy Law, LLC, we have administered too many probate estates to count. Just like each family, each probate estate is unique. Our goal is to make the administration of our estates go as smoothly as possible to save our clients time, stress and unnecessary...
Is Your Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate. As medical knowledge and...