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 →
On earlier this year, the IRS issued 2019’s annual inflation adjustments for the majority of tax provisions, along with the 2019 tax rate tables for individuals, trusts, and estates. 2019 and 2020’s tax returns will be prepared according to these … Continue reading →
It’s the new year and you are ready to become a new you. You’ve made some important resolutions, such as losing weight, staying off social media, and spending more time with family. That’s your plan, at least. For the first … Continue reading →
The prospect of a spouse or family member developing Alzheimer’s disease is frightening. Faced with a disease they have little knowledge of, family members and, if determined early enough, the afflicted person, must decide who will provide the needed care … Continue reading →
One of the most beneficial uses of estate planning is for the benefit of an aging parent, or, more appropriately, to ease the burden on the aging parent’s loved ones, spouse, children, and grandchildren. A great deal of expense and … Continue reading →
Whether in Columbus, Ohio or elsewhere, getting married is great fun! But after you say your vows, you should make certain your “I Do” carries over to your assets. Make sure you have an estate plan and that you update … Continue reading →
Dave Ison Attends Public Charity Event Promoting Lung Health In Central Ohio Local Recipients Share Stories About Support From The Breathing Association Dave Ison, along with members of the central Ohio community, attended a luncheon sponsored by The Breathing Association … Continue reading →
Whether you choose a will based plan or a trust based plan, planning your estate is life affirming. Call 614-336-3083 or email Barb@ison.law to schedule your no obligation, no cost meeting today.
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