Paul Kellogg Attorney at Law - Estate & Business Attorney

04/05/2024

Let us help you set up your trust.

Don’t leave your legacy up to someone else.

04/01/2024

Great advice. The step up in basis at death is one of the most powerful tax avoidance strategies around.

If you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you.

03/06/2024

https://www.kiplinger.com/retirement/to-avoid-probate-use-trusts-for-estate-planning?utm_term=AC7AD518-F477-44AB-93E4-5922C9876792&lrh=a239b83472ec98ae84e02c3250f485fc3e7ca27d8ee3acabd953ad592e99839b&utm_campaign=231AB69E-1652-46EB-A977-6F2C6C998083&utm_medium=email&utm_content=776B4854-65C3-40D0-B011-40ABB513ED10&utm_source=SmartBrief

Let us help you set up your trust so your family can avoid the costs and delays of the probate process. Schedule a fee consultation today by call 513-985-2500.

How revocable and irrevocable trusts ensure assets go to beneficiaries without them having to endure the long, expensive and public process of probate.

02/09/2024

https://www.kiplinger.com/retirement/if-you-experience-cognitive-decline-is-your-estate-ready?utm_term=AC7AD518-F477-44AB-93E4-5922C9876792&lrh=a239b83472ec98ae84e02c3250f485fc3e7ca27d8ee3acabd953ad592e99839b&utm_content=B8BF0F60-2BBF-4BBD-A1DF-DED78539ED9B

A complete estate plan should not only transfer your assets to your family upon your death, but should help you and your family manage your affairs in the event of disability or cognitive decline.

Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.

02/01/2024

https://www.kiplinger.com/retirement/estate-planning/things-you-should-know-about-estate-planning

Let me help you get your estate plan in order.

Estate planning is all about taking charge of your legacy.

01/19/2024

Great advice when setting up your estate plan.

If you really want to help your heirs out, these are some of the best assets to leave them.

01/17/2024

On January 1, 2024, a new federal law went into effect requiring most businesses to disclose information that is intended to help fight crime and terrorism. Compliance with the law is mandatory, and failure to comply will result in significant fines and criminal prosecution. Learn more about this ne...

09/16/2021

https://www.kiplinger.com/retirement/inheritance/603437/5-of-the-worst-assets-to-inherit?rid=EML-today&rmrecid=4439276740&utm_campaign=20210916-today&utm_medium=email&utm_source=today

If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.

07/28/2021

https://www.kiplinger.com/retirement/estate-planning/603199/2021-estate-planning-checkup-is-your-estate-plan-up-to-date

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.

07/15/2021

https://www.kiplinger.com/retirement/estate-planning/602219/estate-planning-checklist-5-tasks-to-do-now-while-youre-still?rid=EML-today&rmrecid=4439276740&utm_campaign=20210715-today&utm_medium=email&utm_source=today

Being prepared is going to feel great, you’ll see. As you work your way down the list, make sure you communicate your decisions with your loved ones.

05/20/2021

https://www.kiplinger.com/retirement/retirement-plans/602821/secure-act-2-10-ways-the-proposed-law-could-change-retirement-savings?rid=EML-today&rmrecid=4439276740&utm_campaign=20210520-today&utm_medium=email&utm_source=today

If passed, the Securing a Strong Retirement Act would automatically enroll some workers in retirement plans and raise the mandatory age for RMDs.