by Rebecca Price | Apr 20, 2023 | estate planning, law
An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to be confused with a power of attorney (the document that allows you to delegate certain powers to an agent to act on your behalf...
by Rebecca Price | Mar 17, 2023 | estate planning, law
We associate March with St. Patrick’s Day and Irish traditions such as searching for four-leaf clovers, which are thought to bring good luck. One thing that parents should never leave to luck is providing for their minor children. Young parents work hard to create a...
by Rebecca Price | Mar 14, 2023 | estate planning, law, probate
What? You didn’t know that March 14 (3/14) is National Pi Day? We didn’t either until recently, but now we know this celebratory day was established (you guessed it!) by a physicist (Larry Shaw) to recognize the mathematical constant (𝛑) whose first three digits are...
by Rebecca Price | Mar 9, 2023 | estate planning, law
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...
by Rebecca Price | Feb 26, 2023 | estate planning, law
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...
by Rebecca Price | Feb 19, 2023 | estate planning
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,...
