You've received this newsletter because you are a client of or have requested updates from OJM Group.

Having trouble reading this email? View it in your browser.
OJM Group Newsletter

September 12, 2011 Issue

In this issue

Common Estate Planning Errors That Could Cost Your Family Millions

By Christopher R. Jarvis, MBA and Jason O'Dell, CWM of OJM Group.

In our practices as consultants to physicians nationwide, we see significant estate planning mistakes made by doctors and their families (including their parents) everyday. Fortunately, there are a few simple tools doctors can use to help circumvent such mistakes and allow their families to avoid the unnecessary costs that come with poor planning. Let's discuss some signs of poor planning and discuss solutions that can help doctors manage these avoidable mistakes.

Continue reading article

 

Repeal of the Ohio Estate Tax

By Jane Fink-Silvers of Jane Fink Silvers Co., Ltd.

On June 30, 2011, Ohio Governor John Kasich signed legislation that repeals the Ohio Estate tax for decedents dying on or after January 1, 2013. This is a big change to Ohio law that will likely impact every Ohio resident, either directly or indirectly.

As far back as 1893 Ohio enacted a death tax, levying an inheritance tax on succession of property from a decedent's estate. In 1968 the inheritance tax was replaced with an Ohio estate tax. Over the last four and a half decades there have been various changes to exemption amounts and deductions. In 2011, the tax impacts any decedent with a taxable estate in excess of $338,000, and the maximum tax rate is 7%. While some believe it hits only the "wealthy," it is not hard to see the broad range of people it can affect, since owning a small life insurance policy and a house could easily put a decedent's estate over the limit.

Continue reading article

 

Other news

Upcoming Webinar

Corporate & Personal Asset Protection Planning

Do you want to shield your personal and corporate assets from lawsuits, creditor claims or even divorce? If so, you won’t want to miss our next webinar Corporate & Personal Asset Protection Planning.

Important things you will learn:

1. Corporate Asset Protection planning: How to shield accounts receivable,  real estate, valuable equipment or intellectual property from lawsuits.

2. Cash Flow Protection: How to shield your most valuable asset, cash flow, from lawsuits.

3. Personal Protection: How to protect your personal assets, from your home and other real estate to personal investments and more.

4. Asset Protection in Divorce: What works and what doesn’t.

SESSION TIMES

There are two webinar sessions available to accommodate your busy schedule:

• Session #1: Saturday, September 10 at 11:00 AM Eastern Time

• Session #2: Wednesday, September 28 at 7:00 PM Eastern Time

Click here to register
for a session

This interactive presentation will be presented by OJM Group Principal David Mandell, JD, MBA. Mr. Mandell is a of For Doctors Only; A Guide to Working Less and Building More, as well as numerous other books and articles on financial planning, wealth management and asset protection strategies for physicians and business owners. We look forward to meeting you during an upcoming webinar session!

We look forward to meeting you during an upcoming webinar session!

Webinar Archive

An archive of our previous webinar sessions is available for your convenience on our website.

Forward to a friend

Do you know someone who might be interested in the newsletter? Forward this email to them.

Subscription management

To receive future issues of this newsletter, subscribe now.

If you do not wish to receive future messages, please unsubscribe instantly.


OJM Group

8044 Montgomery Road | Suite 440 | Cincinnati, OH 45236 | OJMGroup.com

© 2011 OJM Group. Jason M. O'Dell, Christopher Jarvis, and David Mandell are Investment Advisor Representatives offering Investment Advisory Services through The O'Dell Group, LLC, a Registered Investment Advisor.

This electronic newsletter contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized tax or investment advice. There is no guarantee that the views and opinions expressed in this newsletter will come to pass. Information presented herein is subject to change without notice. Some of the content for this commentary is developed by a third parties and is provided for informational purposes only. While OJM Group deems such content to be reliable, OJM Group cannot guarantee its accuracy and disclaims any liability for reliance on any third party content.