News & Articles

This uncomfortable, ethically questionable, confusing scene over Ms. Bayliss’ end of life did not have to happen the way it did.  If you don’t want to be in that kind of situation, you need to be responsible for deciding what you want and co… Read More

For many people, estate planning is both a private matter and morbid topic – not something that parents want to discuss with their adult children. While having such conversations takes a lot of courage, families that speak freely about these de… Read More

Aging parents need to establish a plan and communicate it with their adult kids — and adult kids need to ask their parents about their finances. In our own lives, our parents start and run the money conversations from that first allowance to ge… Read More

If you asked 10 different couples what their estate planning objectives are, you would probably receive 10 different answers. However, with more discussion, you'd discover that most married couples share the same basic estate planning objectives… Read More

Every time you turn on the news, it seems like there is a new scam making headlines.  Of course everyone knows about Bernie Madoff and his infamous Ponzi scheme. Many people have also heard about the “grandparent scam.” In this swindle, the… Read More

Estate planning is one of the most difficult aspects of personal finance. As humans, we tend to procrastinate on dealing with our own mortality and often focus on seemingly more important issues facing us today. However, estate plans play a significa… Read More

Most people are familiar with the benefits of making lifetime donations to charitable causes and organizations. In addition to outright gifts during your lifetime, there are additional estate planning techniques that can be used to achieve significan… Read More

Ohio Attorney General Mike DeWine announced a new Elder Justice Initiative within the Ohio Attorney General’s Office to increase the investigation and prosecution of elder abuse cases and improve victims’ access to services. The office’s Crime… Read More