Rights Afforded to a Surviving Spouse in Ohio

Posted on: April 12, 2018
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management
In addition to your will, intestate succession (the states will established for people who do not draft their own will) or other non-probate transfers, the Ohio Revised Code (Section 2106) grants special rights to a surviving spouse.  In read more …

The Good Funds Law and Real Estate Closings

Posted on: January 22, 2018
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management
The Good Funds Law (O.R.C. Section 1349.21) was amended on April 6, 2017 then amended again on September 9, 2017  to require tighter controls on transactions involving the sale, purchase, or refinance of of residential real estate.  This law, read more …

Trump's Tax Bill - How does it effect Estate Taxes

Posted on: December 29, 2017
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management
The new tax bill known as “Tax Cuts and Jobs Act of 2017” includes significant changes to the federal estate, gift and generation-skipping transfer (“GST”) tax laws, which became effective January 1, 2018.  While there has read more …