Aerial still of residential neighborhood in Oakwood, a small city in Montgomery County, Ohio, on a clear day in Fall.

Protecting Your Estate from Economic Uncertainty

In times of economic uncertainty, ensuring that your estate plan is resilient is extremely important. Whether it’s a recession, inflation, or market volatility, unforeseen economic changes can affect the value of your assets and the well-being of your loved ones. There are strategic steps you can take to safeguard your estate and...

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Portrait of a beautiful and happy senior couple in love hugging and enjoying amazing sunset while sitting on the side of sailboat or yacht deck floating in sea. Vacation, travelling, sailing together

The Importance of Asset Protection for High-Net-Worth Individuals

High-net-worth individuals (HNWI) face unique financial challenges when it comes to protecting their wealth. With significant assets comes the increased risk of lawsuits, creditor claims, and other financial threats. A comprehensive asset protection plan is essential to safeguarding wealth and ensuring long-term financial security for future generations. 

Mullen...

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bitcoin and cryptocurrency

Cryptocurrency & Estate Planning

What is Cryptocurrency?

Cryptocurrency is a digital currency that can be used to buy goods and services online. You can buy cryptocurrency or “mine” cryptocurrency using computer technology. Cryptocurrencies are becoming a modern investment opportunity. 

There are thousands of different cryptocurrencies that are traded publicly...

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A guardian laughs while their child gives them a kiss on the cheek

Choosing a Guardian for Minor Children

If you are a parent and you are considering estate planning, one of the most difficult decisions you will have to make is choosing a guardian for your minor children.  It is not easy to think of anyone else, no matter how loving, raising your child. Yet, you can make a tremendous difference in...
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Couple talks to lawyer about estate planning

3 Estate Planning Mistakes to Avoid

Recent studies have shown that only a little more than half of all Americans have a Will or Trust document in place to direct their estate after they pass away, and that the vast majority of those documents have not been updated in the last five years. Even worse, it’s been reported that...
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Coins in a jar with a clock

Borrowing From Your Retirement Accounts: Issues to Consider

So you have credit card debt, overdue mortgage payments, or suddenly need to buy a new car. We’ve all been there. You need money now, and your retirement accounts continue to climb. Fortunately, many employers allow you to take out loans on these accounts, but should you really begin spending that money before...
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