Publications

We are honored to have been asked by the Ohio Developmental Disabilities Council to author books on guardianship and special needs planning for the state of Ohio.  Our other two publications, Legacy and Generations, are available for purchase.  See below for ordering instructions for each publication.

Planning for Bright Tomorrows: Estate and Future Planning for Ohioans with Disabilities and Those Who Love Them

Screen Shot 2021-06-10 at 1.31.07 PM.png

Co-Authored by Logan K. Philipps and William K. Root 

This book provides a complete overview of the different estate planning options available to families and individuals who have a disability.

Click the book cover for a free pdf download.

Legacy: Plan, Protect & Preserve Your Estate
 

Co-Authored by F. David Resch and William K. Root 

Legacy: Plan, Protect & Preserve Your Estate contains important answers to many vital questions to help you reduce or eliminate the effects of income, estate, and capital gains taxes.

Legacy is written in an easy-to-understand, question-and-answer format to allow you to find and satisfy your planning needs.

Guardianship in Ohio

 

Screen Shot 2021-06-10 at 1.21.20 PM.png

Co-Authored by Logan K. Philipps and William K. Root 

This book offers a comprehensive overview of guardianship and alternatives in Ohio in a question and answer format.  It was written for families who have a child with a developmental disability but may be relevant for others who need to navigate the often confusing and intimidating world of probate court and guardianship.

Click the book cover for a free pdf download.

Generations: Planning Your Legacy

 

IMG_4339.jpg

Co-Authored by F. David Resch and William K. Root

 

How can you now pass a greater amount of money to your loved ones free from federal estate tax than you could in the past? How can you protect your assets from creditors?

Generations is the first book of its kind to answer these and many other vital questions on how you can reduce or eliminate the effects of income, estate, and capital gain taxes.