From Cleveland, Ohio Estate Planning Attorney Dan Baron: Estate planning attorneys will tell you that testamentary trusts are a great way to protect your children and plan for your estate. Below are 10 things to know about testamentary trusts and how they might fit into your estate plan. To learn more, contact Cleveland, Ohio estate […]
Cleveland, Ohio Estate Planning Attorney If your retirement portfolio contains a Simple Employee Pension (“SEP”), or Simple IRA, you need to know how the minimum distribution system works. Cleveland, Ohio estate planning attorney Dan Baron provides the following remarks. One major attraction to IRA’s and other estate planning tools is the ability to accumulate funds […]
Creating a Business Succession Plan – Cross Purchase Agreements Whether you’re planning for retirement or tragedy, having a business succession plan is imperative for business owners. Big business or small, planning for the financial stability of your partners and employees can mean the difference between business as usual and leaving your spouse bankrupt. Moreover, understanding […]
Unique Estate Planning Methods to Secure a Lifetime of Income, Save Taxes, & Benefit the Community Most people planning for their retirement have a misconception that charitable giving is only for the wealthy. However, there are several estate planning tools that can benefit your favorite charity while also earning you steady stream of income. One […]
Estate Planning Charitable Donations Have you ever considered incorporating a charitable donation into your estate plan? Aside from the tax benefits, including charitable giving into your estate plan is a wonderful way to extend your legacy and show your generosity. And contrary to public belief, charitable giving in your estate plan is not just for […]
Cleveland, Ohio Estate Planning Attorney Can a Beneficiary Force a Trustee to Provide Information Contained in a Trust? In addition to the blog below, do you have questions regarding estate planning or trust administration? Call Cleveland, Ohio law firm Baron Law LLC. An attorney at Baron Law will be able to assist you and provide […]
This blog will help you understand some of the core differences between a will and trust, but it is not intended to provide legal advice. If you’re planning for your estate, contact Dan Baron at Baron Law LLC. Call and speak directly with an attorney at 216-573-3723. Most people have heard the terms “will” and […]