Legacy & Asset Planning
Do You Need a Will or a Trust? Key Considerations for Ohio Residents
When it comes to estate planning, two of the most common tools are a will (i.e., last will and testament) and a trust. Understanding the differences between the two—and determining which is right for you—can be crucial for ensuring your wishes are honored and your loved ones are protected. Here’s a brief look at whether…
Read MoreEstate Planning Concepts Webinar
Attorney Nathan Zion recently presented a webinar hosted by Enza Financial LLC, a full-service provider for life insurance, executive benefits, retirement and wealth management. In the webinar, Nathan presented some basic concepts and considerations one must take into account when setting up an estate plan. Take a few minutes to check out the replay here:
Read MorePLANNING FOR THE VACATION HOME
What considerations go into ownership of a vacation home when planning to transfer the home to future generations? What are some concerns related to successive ownership? Read this article to find out more on how to protect a vacation home and preserve a family legacy.
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