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School’s Out - But Only For The Summer!: How To Minimize Taxes When Funding Education Expenses

USA - June 3 2019 Whether you’re planning early for your child’s future or contemplating how your youngest grandchild’s education will be covered after you’re gone...

David A. Groenke, Emily S. Pan, Michael G. Schwartz, David A. Swift, Mark E. Vannatta, Suzanne R. Galyardt, Michelle L. Clemons, Colleen B. Laux, John F. Furniss III, Karen M. Moore, Bailey R. Drexler.

Silent Trusts: Informing Beneficiaries of Wealth Access at the Appropriate Time

USA - April 16 2019 The following article was featured in the April 2019 edition of Legacy, the Vorys newsletter focused on wealth planning. __...

David A. Groenke, Emily S. Pan, Michael G. Schwartz, David A. Swift, Mark E. Vannatta, Suzanne R. Galyardt, Michelle L. Clemons, Colleen B. Laux, John F. Furniss III, Karen M. Moore, Bailey R. Drexler.

Updating Your Estate Plan - It’s More Than Just Document Preparation

USA - January 22 2019 Your health care Power of Attorney designates your health care agent, who will have the ability to make health care decisions on your behalf when you...

David A. Groenke, Emily S. Pan, Michael G. Schwartz, David A. Swift, Mark E. Vannatta, Suzanne R. Galyardt, Michelle L. Clemons, Colleen B. Laux, John F. Furniss III, Karen M. Moore, Bailey R. Drexler.

No Clawback - A Holiday Gift From The IRS

USA - December 31 2018 In the 2017 Tax Act, the “basic exclusion amount” was doubled from $5,000,000 to $10,000,000. After taking into account inflationary adjustments since...

David A. Groenke, Emily S. Pan, Michael G. Schwartz, David A. Swift, Mark E. Vannatta, Suzanne R. Galyardt, Michelle L. Clemons, Colleen B. Laux, John F. Furniss III, Karen M. Moore.

What You Should Know About the Laws Surrounding Electronic Signatures

USA - October 1 2018 Gone are the days of going on vacation to get away. As technology continues to advance, society has not only......

John F. Furniss III, Karen M. Moore.