Category: Consultation

  • Hillary B. Taylor Recognized by Best Lawyers® for 2027

    Hillary B. Taylor Recognized by Best Lawyers® for 2027

    Best Lawyers®

    Recognized in
    The Best Lawyers in America® — 2027 Edition
    Practice area
    Trusts and Estates

    We are honored to share that Hillary B. Taylor has again been recognized in the 2027 edition of The Best Lawyers in America® for her work in Trusts and Estates.

    This recognition means a great deal precisely because of how it is earned. Best Lawyers is built on the evaluations of practicing attorneys — the colleagues, opposing counsel, and peers who know the caliber of a lawyer’s work firsthand. Inclusion reflects the confidence and respect of fellow lawyers who understand both the profession and the craft it demands.

    For a practice devoted to wills, trusts, probate, and asset protection, that kind of peer acknowledgment carries particular weight. Estate work is quiet, careful, and deeply personal. Families place their legacies, their loved ones, and their peace of mind in a lawyer’s hands. To be recognized by others in the field for doing that work well is a meaningful affirmation of the standard we hold ourselves to every day.


    What This Recognition Reflects

    Behind every plan is a family trying to protect what matters most. The goal has never been accolades — it has always been to give clients clarity in complicated moments and confidence that their wishes will be honored. Recognition like this is simply a reflection of that commitment, seen and endorsed by peers who do the same work.

    Recognition in Best Lawyers reflects the confidence and respect of fellow lawyers who know the work and the profession.

    To the clients and families who have trusted this practice with their estate planning, probate matters, and asset protection strategies — thank you. Your trust is the foundation of everything, and honors like this belong to you as much as to the firm.


    View the Listing

    You can view Hillary’s Best Lawyers recognition for Trusts and Estates directly on the publication’s website:

    Best Lawyers — Trusts & Estates, Twinsburg, Ohio (opens in a new tab)

  • Avoiding Probate For a Second Home

    Avoiding Probate For a Second Home

    Do you have a second home? Will your primary home or second home be tied up in probate?

    Transfer on death options are available in Ohio and some states. Trusts and LLCs may make sense for some types of property or in states without transfer on death designations available.

    Options to Consider

    • Transfer on death designations – available in Ohio and some other states.
    • Trusts – may make sense for some types of property, or in states without transfer on death designations.
    • LLCs – may make sense for some types of property, such as vacation or investment properties.

    Contact us for solutions to avoid probate for your primary home and vacation or investment properties.

  • Blended Families – Trusts May Make Sense

    Blended Families – Trusts May Make Sense

    Do you have a blended family with children that are “his, her and ours”? Do you have children who are far apart in age? Contact us to learn how you can plan to provide for your spouse, older children and younger children to ensure everyone is taken care of.

  • Single Adults Need Estate Plans Too

    Single Adults Need Estate Plans Too

    Single adults need estate planning too.

    Consider:

    • Who should act on your behalf as power of attorney?
    • Who should be your health care decision maker?
    • Who should handle your affairs after your death?

    Reach out if you’d like a consultation to discuss how to make sure your wishes are honored, both for who should inherit and for who should control your affairs.

  • Small Businesses – CTA Compliance for 2024

    Small Businesses – CTA Compliance for 2024

    Corporate Transparency Act – The federal Financial Crimes Enforcement Network requires reporting of beneficial owners (drilled down to individuals) for most companies formed by registration with the secretary of state.  There are some exceptions for non-profits, financial businesses, and large employers (more than $5 million in gross receipts or sales in the previous year and satisfies other exemption criteria including 20+ FT employees).  2023 and earlier formed entities have until January 1, 2025 to file.  Newly formed entities have 90 days to file.  Companies must report contact information and identifying information, including ID (passport or DL) for all owners or executives/directors who own or control 25% or more of the entity. A beneficial owner may include a Trustee even though he doesn’t benefit financially, he is in control of the ownership. Reach out if you need help with compliance questions or filing.

  • Planning for the Unexpected with Hillary B. Taylor, Attorney

    Planning for the Unexpected with Hillary B. Taylor, Attorney

    I just came across this video of a talk I gave at the Twinsburg Public Library almost two years ago – it’s an overview of estate planning and administration. I hope you enjoy it.

    Planning for the Unexpected – a talk at the Twinsburg Public Library. Watch on YouTube (opens in a new tab)

    Have questions after watching? Get in touch – we’re happy to talk through your own plan.