» Personal Planning

“Do I need a trust, or is a will enough?” At one point or another, most Ohioans will find themselves asking this question. They may search for answers at a live insurance sales seminar, through DIY software, or talking to a well-meaning o… Read More

If you own property in Kentucky, have a will or trust, or are thinking about how to pass on what you have built, the rules have changed. RKPT walks through Senate Bill 50 and what it may mean for your estate plan. Kentucky Senate Bill 50 took effect… Read More

Each stage of our life comes with its own changes and challenges. For those of us in midlife, it is important to be aware of the expected changes in our parents and elderly loved ones. Proactive estate planning allows elderly parents to be part of th… Read More

Your 2026 Estate Planning Checklist RKPT offers one-time, ad hoc, and ongoing support to people seeking estate planning advice throughout the year. While there is never a bad time to review your estate planning portfolio, we encourage our clients to… Read More

While creating your Estate Plan is important, creating one that avoids common pitfalls and mistakes is essential! After all, you don’t want to go through all the time it takes to create a plan to protect your loved ones, just to have it riddled… Read More

Your estate plan allows you to control who will manage your affairs when you can no longer handle them yourself and identifies who will receive your property upon your death. If you already have an estate plan — congratulations — you are among a… Read More

The loss of a spouse can be difficult for the surviving partner. And as much as you may want time alone to grieve, you may be responsible for handling your deceased spouse’s affairs. When a partner dies, a surviving spouse often asks, “Am I respo… Read More

We live in a digital age, where more and more of our lives occur online. We create vast quantities of electronic media every year. But have you stopped to consider what will happen to your digital assets when you die? To safeguard digital assets, man… Read More