AR&H News & Blog
What Does the Coronavirus Response Act Mean For You?
What Does the Coronavirus Response Act Mean For You? By Daniel A. Perry, Esq. Updated — March 23, 2020: As of March 20, 2020, the Department of Treasury announced the following COVID-19 tax deadline guidelines, giving certain taxpayers and businesses an additional 90 days to file and pay their 2019 tax liability. Both the tax filing […]
How to Avoid Mistakes in your Parents’ Estate Plan
How to Avoid Mistakes in your Parents’ Estate Plan By Daniel A. Perry, Esq. Recently, I was asked an interesting question: What should I look out for with my parents’ estate plan? This is a great question! As an estate planning attorney, there are many problems that I encounter while reviewing an old estate plan. You […]
What is Succession Planning for Entrepreneurs?
What is Succession Planning for Entrepreneurs? By Daniel A. Perry, Esq. When I am speaking with clients about the ongoing legal needs of their startup or existing business, an often overlooked topic is the future succession of their business. Whether a business owner likes it or not, they need to establish a plan. Many business owners […]
Avoiding Probate with the Help of an Ohio Estate Probate Attorney
Avoiding Probate with the Help of an Ohio Estate and Probate Attorney By Daniel A. Perry, Esq. When we assist a family through the Probate Court administration of an estate after the death of a loved one, they typically have two universal complaints: • This took way too long to get the court to sign all […]
Asset Protection is not about Hiding your Assets
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 the Fight Over Your Estate
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?
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 […]
NEWS: Major Estate Planning Law change goes into effect on January 1, 2020
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
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 […]
The Mistake of Leaving an Inheritance Outright to your Children
[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 […]