Trust Property Insured Correctly? Be Sure Your Property in Your Revocable Living Trust is Properly Insured. Please do not take for granted that transfers of property to your revocable living trust will maintain your insurance protection. Your revocable living trust … Continue reading →
Is Transfer on Death a Simple Solution? Keeping it simple is an excellent objective. But remember, things are not always as they appear. Sometimes, what seems to be a simple solution, actually creates problems. Sometimes clients who choose to plan … Continue reading →
David A. Ison dave@ison.law Ison Law | 10348 Sawmill Road, PO Box 1108 | Powell, OH 43065 614-336-3083 | www.ison.law Congratulations Parents of Graduates! Here at Ison Law, we know what a joy it is to celebrate our children’s graduation, … Continue reading →
By David A. Ison dave@ison.law Ison Law | 10348 Sawmill Road, PO Box 1108 | Powell, OH 43065 614-336-3083 | www.ison.law The SECURE Act was signed into law on December 20, 2019 to be effective ten days later. It was … Continue reading →
How Ohio Estate Planning Helps with Money Management Estate planning can help you to create a clear set of instructions on how your assets and property are to be managed in the event of a terminal illness or death. It … Continue reading →
Estate Planning Options for Non-Traditional Families In Ohio Families today come in all shapes and sizes. While it no longer takes a mom, dad, and biological children to make a home, trying to work through estate planning can still be … Continue reading →
The Role of a Trust Protector in Ohio Estate Plans Trust Protectors are third party institutions or individuals who are delegated authority to undertake certain kinds of tasks concerning an established trust. A Trust Protector’s role is to ensure the … Continue reading →
By Dave Ison With the arrival of the new year, I remind my clients to take time to examine their estate plans. Because nothing stands still in our lives, estate plans need to reflect those changes. But, I also recognize … Continue reading →
Doing this will make it easier on your heirs By Dave Ison When I consider that some of the most wealthy and famous people in America have died without an estate plan, my thoughts turn to my clients. Who among … Continue reading →
When To Consider It As Your Estate Option By Dave Ison In this article, I provide an overview about the irrevocable trust and it’s benefits. Keep in mind that your current estate plan could be significantly impacted by the Tax … Continue reading →