AR&H News & Blog
Asset Protection Strategies and Timelines
By Daniel A. Perry, Esq. I was recently speaking with a client regarding a real estate transaction when the conversation suddenly turned to asset protection strategies. During our conversation, the client wanted to know when they should start protecting their assets. The answer? The sooner the better. There are many asset protection strategies that have time […]
Should You Leave Your Home to Your Child?
By Daniel A. Perry, Esq. I was recently asked by a client whether putting their home into their kids’ names could make things easier when they pass away. This client wanted to make sure they established their estate plan correctly to make the home transfer simple for their children. This client had heard about Medicaid, the […]
Were You Legally and Financially Prepared for the COVID-19 Outbreak?
By Daniel A. Perry, Esq. Like many of you, I have been working from home over the last several weeks as a result of the COVID-19 outbreak. A few nights ago, I was watching a television show about businesses which were not prepared for the 2008 economic contraction and recession. The show also highlighted the 1918 […]
The CARES Act and Your Business
By Daniel A. Perry, Esq. UPDATED — April 7, 2020: The Families First Coronavirus Relief Act and the CARES Act have added some additional regulations for small businesses. If you are an employer with less than 500 employees, the Family Medical Leave Act now applies to you and you may be required to provide paid sick […]
Avoid Probate Court with a Trust Administration
By Daniel A. Perry, Esq. When our clients put their estate legal affairs in order, we typically encourage them to establish one or more revocable or irrevocable trusts. While discussing this process, the client’s questions often turn to how their family will settle their final affairs after their death, and many ask about the probate process. […]
Legal Checklist Before Leaving Your Child In Someone Else’s Care
By Daniel A. Perry, Esq. Parents with young children have a host of responsibilities: • Career• Family• Getting children to and from school and other activities• Making sure meals are cooked• Saving for college education• Saving for retirement• Making sure the children grow up with values that are important to you Let’s face it — being […]
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 […]