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Who Packs Your Parachute?

Who Packs Your Parachute?

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Guest blogger Michael Schoedinger shares his insight on individual purpose as he answers the question of “Who Packs Your Parachute?”

Funeral Planning as a Final Gift

Funeral Planning as a Final Gift

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We are pleased to introduce a handful of guest blogs from our professional partners at the Schoedinger Funeral & Cremation Services Blog. Several of the professionals at Schoedinger contribute regularly to their blog and we are excited to be able to share some of their insight with our readers.

Of particular interest, is a post from Julie …

Death Dinners: A New Way to Plan A Funeral

Death Dinners: A New Way to Plan A Funeral

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Death is an unpleasant topic. Of all the literature, music, poetry and art dedicated to the subject over the years, it still intimidates us and strikes us as an unseemly discussion topic, even with our closest family and friends. Perhaps it is fear of the unknown, perhaps an avoidance of uncomfortable conversations, or a fear …

What Kind of Estate Planning Documents Should a New Parent Have?

What Kind of Estate Planning Documents Should a New Parent Have?

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You may have a stockpile of diapers, a dresser full of onesies and a shelf full of books ready for the arrival of your new baby, however, you and many new parents like you, have likely overlooked a very important tool in your parenting toolbox:  a proper estate plan.  Typically, young couples and new families …

5 Things You Didn’t Know About Asset Protection

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By: Bryan Montana

Asset Protection is an important area of Estate Planning that, in a nut-shell, deals with preserving your hard-earned assets from potential costs such as Probate, Taxes and Long-Term Care costs.  Here are five tips about Asset Protection that every person should know.

1. Probate – Where Am I?

Why don’t more people complain about probate?  …

Baby Boomers: Protecting Assets for a Peaceful Retirement.

Baby Boomers: Protecting Assets for a Peaceful Retirement.

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Between 1945 and 1964, approximately 79 million babies were born in the United States.  Those born during this era are referred to as “Baby Boomers”.  The dramatic increase in births during the Baby Boom led to rises in demand for consumer products, suburban homes, automobiles and roads. The demands of the baby boomers …

Taking Care of Mom – Making a Tough Conversation Easier

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Earlier this week we celebrated Mother’s Day, one of our nation’s most precious holidays.  Your mom has been there for you during the happiest and the saddest times. She was your first love, your first friend, and even your first big fight. She was the cool hand on your forehead when you were …

2013 Estate Planning Checklist: Fact & Fiction When Planning For Your Future

2013 Estate Planning Checklist: Fact & Fiction When Planning For Your Future

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Estate Planning isn’t just about tax savings or drafting trusts.  It’s about getting to know a family, understanding their goals, organizing their assets, helping them through the tough times, being an available resource and looking over their shoulder throughout their lifetime.  I don’t know about you, but a checklist helps me stay organized so here is your 2013 …

Unintended Consequences: How Using a Life Estate Results in Gift Tax Liability

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Using a life estate to transfer a house or other real property has been a planning technique used by many seniors. Many people who use this tool do so because it is quick and easy. In reality, what they are doing may result in a variety of unintended consequences. One of those consequences is that the person creating a life estate may unknowingly exceed their annual gift tax exemption.

Don't Bet the Farm - Using an LLC to Protect Your Family

Don’t Bet the Farm – Using an LLC to Protect Your Family

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A farm business or operation can take the form of any number of business entities. Traditionally, farms were either sole proprietorships or partnerships. A number of farms, both large and small, began incorporating (into either s-corp’s or c-corp’s) several decades ago. With favorable changes in the law with regard to LLCs in Ohio, many farmers have begun taking advantage of the many benefits that come with establishing a farm LLC.

Last Minute Tax Strategies for 2012

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Tick Tock. Tick Tock.  

Summer is almost over and the 2010 Tax Act is scheduled to sunset at the end of this year.   The result is the end of the extremely favorable estate, gift and generation skipping (GST) lifetime tax exemption (currently at $5,120,000 per individual or $10,240,000 per couple).  As it currently stands, the rates will drop …

Top of the List: Estate Planning/Family Law Firms in Columbus

Top of the List: Estate Planning/Family Law Firms in Columbus

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Great news!  The team at AlerStallings is proud to announce that Columbus Business First ranked us as the #3 Estate Planning/Family Law firm in Columbus in their May 18, 2012 edition.  We are  humbled to receive this honor and look forward to continued success.   We also want to give a special thanks to our clients …

Will The VA Force Me To Sell My Home?

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Many people are familiar with Medicaid and how the Estate Recovery program will try to place a lien on a recipient’s home. It’s not surprising that VA recipients are worried that the VA has a similar plan. Good news! The VA works differently than Medicaid with this issue. Similar to Medicaid, VA regulations make the home an …

BUSINESS PLANNING MISTAKES – 10 PART SERIES

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America.  Where anyone, from anywhere, with any background, can start their own business and be the next billionaire tycoon.  The reality is that most start-ups aren’t born in a boardroom, but around some friends at a bar or maybe in a garage or basement.  And while these great ideas gain momentum and the businesses that result begin …

Julie Mills’ Estate Planning Blog

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