How Do I Ensure My Digital Assets Are Included In My Ohio Estate Plan?
As an estate planning attorney in Ohio, I regularly help clients who are surprised to learn that their online accounts, photos, emails, and digital records don’t automatically transfer to loved ones wh...
Role Of Life Insurance In Business Succession Strategies In Ohio
When I talk with business owners about succession planning, one of the most commonly overlooked tools is life insurance. Business succession isn't just about retirement, it's also about preparing for une...
How To Prepare Your Business For Sale As Part Of A Succession Plan
Selling a business as part of a succession plan requires careful preparation to make sure there is a smooth transition and maximize its value. Whether the sale is to a business partner, family member, or...
Succession Planning For Ohio Non-Profits
Running a non-profit organization in Ohio requires careful planning. Part of proper planning includes preparing for leadership transitions. A strong succession plan makes sure that the organization conti...
Planning for Management Succession and Ohio’s Fiduciary Duty Standards
Planning for management succession is one of the most important steps a business owner can take to ensure the long-term success of their company. In Ohio, effective succession planning not only preserves...