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.
Author Archive for: dbaron
Entries by Dan Baron
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.
Advanced Directives – My Personal Experience When Planning for the Unexpected
My Story Like many of you reading this article, I never think a major medical disaster could happen to me or, if something did happen, that I would be competent enough to make decisions for myself. Well, as a ‘relatively young’ guy, this was not the case recently when I needed emergency surgery to prevent […]