by oedayton | Feb 16, 2026 | Uncategorized
Over the past few years, millions of Americans have tuned in to ABC to watch the popular show, the Golden Bachelor. The show marked the first time in history that the Bachelor franchise featured seniors, with every contestant being at least 60 years old. The Golden...
by oedayton | Jan 23, 2026 | Uncategorized
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...
by oedayton | Jul 22, 2025 | Uncategorized
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...
by oedayton | Jan 27, 2025 | Uncategorized
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...
by oedayton | Jul 12, 2024 | Uncategorized
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...
by oedayton | Jun 10, 2024 | Uncategorized
Want to know how to make an estate planner cringe? Tell them, “I don’t need to fund my trust, I have a pour over will.” If you have a revocable living trust as part of your estate plan, you probably also have a pour over will. We explain to our...
