By William O. Williamson Do you need a review of your estate plan? Many life events can bring people to take another look at their estate plan: marriage, the birth of a child, an upcoming medical procedure or upcoming travel. Another common trigger could be a prior or pending divorce. On June 11, 2018, the …Read More
Late last year, Morgan Stanley and UBS withdrew from the Protocol for Broker Recruiting, followed closely by Citigroup in January. Morgan Stanley and UBS together account for almost half of the approximate 50,000 registered securities representatives (stock brokers) employed by the four major wire houses (Morgan Stanley, UBS, Merrill Lynch, and Wells Fargo).
Strauss Troy attorney Liz Reeder was recently invited to present a seminar to the Estate Planning and Probate Section of the Northern Kentucky Bar Association. Liz presented on the 2017 Tax Act and its effect on estate plans as well as provided an update on estate planning trends from the most recent Heckerling Institute on …Read More
Bill Williamson was been invited to speak at two seminars for private companies in October. The seminars focused on basic estate planning matters for professionals and employees of the host companies. Bill’s practice focuses on the areas of real estate law, corporate law and entity formation, estate planning, probate and general business law. Bill’s business …Read More
Millennials are generally defined as those aged 18 to 34. Estate planning is rarely a priority for people in this age group, especially those who don’t have children or own a sports car collection. Even those who have started families or own significant assets tend to avoid the notion of a sudden health scare. However, …Read More
You can lose your prenup’s intended protections if you don’t follow the terms – including how you manage your finances.
With the IRS is increasingly cracking down on charitable contributions, here are a few rules to understand before filing your taxes
Strauss Troy, one of Greater Cincinnati and Northern Kentucky’s leading law firms, announced that Jan Houston and Kenneth Kinder II have joined the firm. “We continue to add new talent and expertise in key areas,” said Strauss Troy President Marshall Dosker. “The experience that Jan and Ken bring to the firm will further strengthen our ability to address all of our client’s legal needs in the areas of tax planning, compliance, probate and estate planning. We’re pleased to welcome them to Strauss Troy.”
Umbrella policies are most often thought of as the ultimate protection if you face a claim or lawsuit based on liability arising from the use of your personal vehicle. But, like anything else, it pays to be a wise consumer and understand the basics of what is and isn’t covered. In Ohio, you’re required to …Read More
Strauss Troy, one of Greater Cincinnati and Northern Kentucky’s leading law firms, announced that Marshall Dosker has been named president of the firm. In an address to employees, incoming president Marshall Dosker said, “I sincerely appreciate the professionalism, hard work, energy and creativity of all of you that make Strauss Troy the law firm and community citizen …Read More