Estate Planning for Pets: How a Pet Trust Protects Your Animals
Learn how an Ohio pet trust can help protect your pets, name a caregiver, set aside funds, and provide care instructions if you pass away or become incapacitated.
Author Archive for: dbaron
Entries by Dan Baron
What to Do After A Loved One Dies: An Executor’s Guide to Settling an Estate in Ohio
Learn what to do after a loved one dies. A step-by-step executor checklist for settling an estate in Ohio, including probate, assets, and timelines.
Advanced Estate Planning Strategies: How High-Net-Worth Families Reduce Taxes and Protect Wealth
Discover advanced estate planning strategies for high-net-worth individuals. Protect assets, minimize estate taxes, and plan generational wealth transfer.
Estate Planning Considerations for 2026
A complete guide to estate planning considerations for 2026. Learn how to start, update documents, avoid mistakes, and protect your legacy.
Estate and Succession Planning for Business Owners: Protecting Your Company, Family, and Legacy
Learn estate and succession planning for small business owners. Protect your company, reduce taxes, and ensure a smooth ownership transition.
The One Big Beautiful Bill Act (OBBBA): What It Means for Estate Planning in 2026 and Beyond
The One Big Beautiful Bill Act (OBBBA): What It Means for Estate Planning in 2026 and Beyond After months of negotiation and speculation, Congress has passed the One Big Beautiful Bill Act (OBBBA), a sweeping tax reform bill that significantly reshapes estate planning, trust taxation, and alternative minimum tax (AMT) policy. Building on the framework […]
Leaving a Legacy While Saving on Taxes Through Charitable Gifting
Leaving a legacy to charity is a great way to support your community, make an impact, and save on taxes. There are many charitable estate planning strategies to consider and each one comes with a careful consideration.
How to Avoid the Big Bad Wolf of Probate Court
Find out why probate should be avoided and learn your options for protecting your family and assets from the probate process.