On behalf of Kathryn T. Joseph & Associates, Inc. | May 31, 2017 | Firm News, Wills
When preparing their will, Ohio residents may benefit from including a letter of final wishes. This non-legal document is a way for testators to express themselves to family members in a thoughtful and considerate manner. It includes information that is not typically...
On behalf of Kathryn T. Joseph & Associates, Inc. | May 25, 2017 | Firm News, Trusts
Ohio residents may be able to meet their estate planning needs with just a will. However, it may be appropriate to include a trust in an estate plan because of the benefits that it may offer. For instance, those who have special needs children or grandchildren may use...
On behalf of Kathryn T. Joseph & Associates, Inc. | May 18, 2017 | Firm News, Wills
People in Ohio who have an estate plan in place may want to review their documents to see how a potential repeal of the estate tax may affect their assets. There may be a number of changes they should make if the estate tax and/or generation-skipping tax is revoked....
On behalf of Kathryn T. Joseph & Associates, Inc. | May 10, 2017 | Firm News, Trusts
There are a number of reasons that Ohio residents might want to use trusts as a component of their estate plan. In addition to avoiding probate, which is not private and can be expensive, trusts allow assets to be managed in a variety of ways both while the settlors...
On behalf of Kathryn T. Joseph & Associates, Inc. | May 3, 2017 | Firm News, Long Term Care Planning
Ohio residents may be able to live for 20 or 30 years after they retire thanks to advances in technology. While living longer may be a nice thought for many, it also means additional financial planning as well as planning for long-term health care needs. People of the...
On behalf of Kathryn T. Joseph & Associates, Inc. | May 1, 2017 | Estate Planning, Firm News
Are you in your 30s? If so, you know that you have a long life ahead of you. For this reason, it’s easy to put estate planning on the backburner. However, now’s not the time to overlook the importance of estate planning. Instead, now’s the time to...
