©2018 Resch, Root, Philipps & Graham, LLC. All rights reserved. Disclaimer

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Publications, Newsletters & Media

Click here to listen to Logan Philipps give a this valuable discussion on estate planning and why a Will is not enough.

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Bill Root and Logan Philipps were the featured guests in January. Click here to learn why it's important to choose a guardian for your minor children.

The Ohio Department of Developmental Disabilities invited Logan Philipps to join a new video series called 

"5 Things You Need to Know About" for the disability community and their families.

In this webinar presented by Derek Graham you will be guided in understanding if and when Guardianship should be considered and the requirements to obtain it.

Hosted by the National Fragile X Foundation.

Bill Root was the featured guest in July. Click here to learn about how everyone is doing some form of estate planning - whether they know it or not.

Derek Graham was the featured guest in April. Click here to learn about "unfortunate inheritance" and how it can impact individuals with special needs.

In this webinar presented by Derek Graham you will learn how to leave money and other assets for the benefit of a child with special needs without causing the child to lose important public benefits. Hosted by the National Fragile X Foundation.

Logan Philipps was a featured guest on "What Matters Most" with Mindy Drayer and Mikaela Hunt. Click here to listen to this discussion on the importance of planning ahead as it specifically relates to those families caring for individuals with special needs.

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.

Generations: Planning Your Legacy

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.

guardianship-ohio.jpg, Ohio DD Council, Guardianship in Ohio

Guardianship in Ohio

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. 

The information is 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.

Link to pdf version of this publication.

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

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.

Link to pdf version of this publication.

The purpose of our e-newsletter is to relay important and timely estate planning news to our clients and friends. Our goal is to keep you informed on important information that may pertain to your business, estate or tax planning needs.

Our most recent monthly publications are available below. 

Monthly Newsletters

October 2019

Danger's His Middle Name; Estate Planning Workshop; Sweet Fall Treat

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September 2019

Upcoming programs; Life Insurance Awareness Month; RRPG Recipe Roundup

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August 2019

Medicare Open Enrollment Seminar; Seeking Legal Advice on Facebook; Logan's DODD 5 Things Video; POA for Adult Children

November 2019

Logan's Going Back to OCALICON; Bill's Tip for first-time visitors to Ohio Stadium; Diabetes Awareness Month

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