Publications
We are honored to have been asked by the Ohio Developmental Disabilities Council to author books on Representative Payees, 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.
Supported Decision Making and Guardianship
Co-Authored by Logan K. Philipps and Derek L. Graham
This information was written for individuals with special needs and their families who need to navigate the often confusing and intimidating world of decision-making, probate court and guardianship.
Click the book cover for a free pdf download.
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.
Click the book cover for a free pdf download.
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.
Representative Payee Handbook
Co-Authored by Logan K. Philipps and Derek L. Graham
Serving as a Representative Payee has caused tremendous anxiety over the years for many of our clients. It is our hope that this handbook provides needed information that is hard to find elsewhere.
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.