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Day: September 20, 2015

2012 Expiring Tax Incentives

Tax | Estate Law Planning – Articles 2012 Expiring Incentives 2012 began with great uncertainty over federal tax policy and now, with the end of

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Tax Planning Part II

Higher Education Costs The deduction for higher education costs expires at the end of 2009. In addition the American Opportunity Credit replaces the Hope Credit

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Top 5 problems that arise when you leave money to your family upon your death and the unexpected consequences that would cause you to roll over in your grave

1. Heirs recklessly spend their inheritance: Failure to leave your estate to your heirs in a trust means that your family “wins the lottery” upon your death. Your spouse and/or children may recklessly spend their inheritance within months or years, which is what most lottery winners do. A trust can control what distributions are made to your surviving spouse and/or children after your death and also delay the distributions over a number of years.
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