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January 10, 2014

Asset Protection Planning – What Level of Protection Do You Want in Your Estate Plan?

Articles & Fact Sheets /

James K. Leonard, Attorney OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law Earlier this year, the Ohio Legacy Trust Act was enacted, which has significantly enhanced our clients’ opportunity to protect their assets during their own lifetimes. Even before the new law, clients have been able to protect the assets in their […]

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IRA’s Defined

Articles & Fact Sheets /

Marie Adams, Attorney This article will continue my series on financial planning products. This time I am focusing on IRAs, or Individual Retirement Accounts. An IRA is a vehicle in which to keep various types of investments, such as cash, mutual funds, stocks, or bonds. Think of it like a greenhouse where you plant all

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Prenuptial Agreements

Articles & Fact Sheets /

Kent Jorgensen Many individuals when preparing for marriage find it in their best interest to enter into a prenuptial agreement. Prenuptial agreements establish the guidelines and rules for dividing property in the event of a divorce. Such agreements may be advantageous to individuals who have a large net worth and/or important family assets. Although prenuptial

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