Parents in the Cincinnati area are increasingly looking at planned giving as a way to create long-term charitable impact while supporting family goals. With changing tax rules, new philanthropic tools, and shifts in charitable priorities, 2025 presents opportunities for families to align giving with personal and financial objectives.   What Is Planned Giving? “Planned giving”…

When a loved one begins showing signs of dementia, families often face difficult questions about how to protect their well-being and manage their affairs. One of the most important legal steps you can take is establishing a power of attorney (POA) — a document that allows a trusted person to make decisions on behalf of…

Setting up a living trust is an effective estate planning strategy that allows you to manage your assets and control how your estate is handled and distributed. One of the key advantages of a trust is that it allows you to transfer certain property—including your home—into the trust, keeping it out of probate. This can…

Estate planning is one of the most important steps you can take to ensure that your assets are distributed according to your wishes. It also allows you to designate a legal guardian for minor children and specify the medical treatment you want or do not want if you become incapacitated. However, there are several common…

Estate planning encompasses a wide range of legal documents that allow you to make decisions about how your assets and property should be distributed upon your death. In addition to decisions regarding your finances, a comprehensive estate plan should also address your healthcare and end-of-life preferences in the event that you become incapacitated or unable to…

An advance healthcare directive allows you to make critical decisions about your medical treatment and end-of-life care if you become incapacitated and cannot speak for yourself. The most common types of healthcare directives are a living will and a durable power of attorney for healthcare. These documents only take effect when you are unable to…

Being named the executor of a loved one’s estate is a significant responsibility. As executor, you oversee the probate process—the legal procedure that ensures the proper distribution of assets and the settlement of the deceased’s final affairs. Your duties may vary depending on the size and complexity of the estate, and an experienced estate lawyer…

There may come a time when you are no longer able to make or communicate decisions about your own medical care. In such cases, a healthcare directive ensures that your medical providers and family understand your wishes and can act accordingly. Creating a healthcare directive in advance allows you to take control of your medical…

Estate planning is a crucial process that ensures assets are distributed according to an individual’s wishes while also minimizing financial burdens on beneficiaries. One of the most important yet often overlooked aspects of estate planning is the impact of taxes. Without careful planning, estate and inheritance taxes can significantly reduce the amount heirs ultimately receive.…

The estate planning process involves several critical steps, including creating a last will and testament, establishing a living trust, designating guardianships, and preparing advanced healthcare directives. One important document that should be part of your plan is a power of attorney (POA)—a legal tool that authorizes a trusted individual to make decisions on your behalf.…