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Wills and Trusts

Are you Living up to your Legal Duties as a Trustee?

By Sarah Baker   |  March 26, 2019

Many individuals appointed as trustee of a trust feel completely unprepared to serve in this role. It is extremely important to meet with a trusted attorney to discuss your legal duties.

New Tax Law Encourages Reviewing Your Trust for Needed Changes

By James Lanham   |  January 10, 2018

Strongly consider having your trust reviewed by one of our estate planning attorneys. Older trusts drafted for couples (especially those written before 2013 for Ohio residents) were designed to reduce estate/death taxes but usually created an income tax problem for the children, but that was the lesser of two tax evils (40% estate tax vs typical 15% capital gains for income tax).

Wills and Trusts Archive:

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