Exciting Changes to STABLE Accounts

Exciting Changes to STABLE Accounts

It isn’t often that we get to report about laws that are changing for the better, but the new changes to ABLE accounts (known as STABLE accounts in the state of Ohio), which took effect January 1, 2026, are very much changes for the better! A STABLE account is simply...
Oops! A Minor Received an Inheritance…Now What?

Oops! A Minor Received an Inheritance…Now What?

While none of us like to imagine the worst, responsible planning means preparing for every possibility—including what happens if minor children inherit money. Special rules apply when a beneficiary is under 18 and it’s easy to inadvertently end up with a mess on...

Make 2025 The Year of the Family Meeting

A new year has arrived once again! For many of us, the beginning of the year brings a renewed sense of motivation to accomplish goals, or become a bit more organized. In the spirit of goal setting and getting organized, we encourage you to consider making 2025 the...
Incapacity: The Black Sheep of Estate Planning

Incapacity: The Black Sheep of Estate Planning

When it comes to estate planning, everyone always assumes it’s all about what happens when you die. While planning for death is certainly critical, it’s important not to forget about the “black sheep” of any good estate plan: incapacity planning. According to...