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Phillips Law Firm, Inc.
  • Home
  • About
    • What Makes Us Different?
    • Daisy
    • History of the Bell House
  • Attorneys
    • John H. Phillips
    • Paul J. Kellogg
    • Anthony B. Holman
    • Kyle E. Hackett
  • Practice Areas
    • Bankruptcy
    • Business Law
    • Complex Litigation
    • Criminal Defense
    • Divorce Law
    • Environmental Law
    • Estate Planning
    • Insurance Claim
    • Legal Malpractice
    • Personal Injury
    • Real Estate
    • Wrongful Death
    • Probate
    • Will Contests
  • Testimonials
  • Our Awards
  • Blog
  • Contact
  • Attorney Referrals

Free Initial Consultation
513-985-2500

YEAR END ESTATE AND GIFT TAX PLANNING

On behalf of Phillips Law Firm, Inc. | Nov 17, 2015 | IRS Dispute

Year End Estate Planning Review: It is advisable for individuals to review Wills, Trusts and other estate planning documents periodically. When reviewing estate plans, individuals should consider these questions: Do the provisions still accomplish your goals? Do your...

NUA – NET UNREALIZED APPRECIATION OF EMPLOYER STOCK – The Tax and Estate Planning Benefits

On behalf of Phillips Law Firm, Inc. | Nov 3, 2015 | IRS Dispute

An employee who has highly appreciated employer stock in their employer sponsored retirement plan and has either recently changed jobs, or otherwise separated from employment (i.e. retired), may be able to take advantage of the NUA strategy. Each share of employer...

Recent Posts

  • Is it possible to remove a personal representative?
  • More than meets the eyes: transforming a bewildering case into one that results in full and fair compensation
  • ESTATE PLANNING CINCINNATI:        CHOOSING A SUCCESSOR TRUSTEE?
  • 3 common lack of capacity claims in probate disputes
  • “Late Notice” Property Damage Insurance Claim Denials – “No Coverage” is Not the Answer.

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Learn How We Can Serve You

We are dedicated to making our clients feel the benefits and comfort of personalized service while we aggressively pursue meaningful solutions in all areas of litigation. To arrange a free consultation, call 513-985-2500 or send us a brief message online. We are located in downtown Montgomery with free parking at the door.

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Phillips Law Firm, Inc.
9521 Montgomery Road
Cincinnati, OH 45242

Phone: 513-985-2500

Cincinnati Litigation Office
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