Asset Protection is not about Hiding your Assets By Daniel A. Perry, Esq. AR&H clients have many questions about wealth management, but one of the most common is how to legally protect their assets. A misconception is that asset protection involves hiding or putting the assets in a different name or location where they are less […]
Avoiding Estate Fights By Daniel A. Perry, Esq. There are several ways that your loved ones may fight over your estate, resulting in a long, drawn out and emotional litigation case. Loved ones may get into estate fights over: • is going to be the executor or trustee• is receiving what percentage of your estate• got […]
Do Medicaid Laws Differ When Spouses Reside in Different States? By Daniel A. Perry, Esq. In the Greater Cincinnati area, it’s common for one spouse to reside in an Ohio nursing facility and the other spouse to live in Kentucky. You should know that different Medicaid laws can apply depending on where each spouse lives. The […]
Major Estate Planning Law change goes into effect on January 1, 2020 In October, we published an article regarding the future of the Estate Tax in 2020 and addressed the passage of House Resolution 1499 by the House of Representatives on May 23, 2019. This is known as the Setting Every Community Up for Retirement […]
NEWS: Kentucky Recording Fee Set to Increase January 1, 2020 The recording fees for most documents filed within the Commonwealth of Kentucky will increase January 1, 2020. To see the complete list of recording fees, click here. Additionally, the Kentucky County of Clerks Association has formally adopted the Property Records Industry Association (PRIA) standards for Real Estate […]
[vc_row][vc_column][vc_column_text] The Mistake of Leaving an Inheritance Outright to your Children By Daniel A. Perry, Esq. Many of our clients believe that a simple will and beneficiary designation on all their financial accounts is enough to distribute their wealth to their children at death. This is a mistake. No matter how strongly you […]
Should I Leave my Children an Equal Distribution of my Assets? By Daniel A. Perry, Esq. The question of whether you should leave everything equally to your children can be difficult for many families. There are a variety of reasons why you may not want to leave assets equally to your kids: One child is […]
How to Avoid Frozen Bank Accounts after a Loved One’s Death By Daniel A. Perry, Esq. As an Estate Planning and Probate attorney practicing in Ohio, one of the most common questions surrounding bank accounts is whether they are frozen when a person dies. Unfortunately, the answer depends upon the circumstances. Many families find out […]
Starting and Operating a Successful Hedge Fund By Daniel A. Perry, Esq. Whether you are a newly registered investment adviser or an investment manager with a strong track record, starting and operating a successful hedge fund begins with two things: proper legal structure and sound business practices. The organization of the hedge fund structure […]
[vc_row][vc_column][vc_column_text] Best Practices For Verifying Accredited Investors By Daniel A. Perry, Esq. The recent passage of the Rule 506(c) Exemption from Registration with the Securities and Exchange Commission (“SEC”) brought with it a deviation from the general ban against general solicitation in the offer and sale of a security standards. However, this is a […]
