When and How to Review Yo…

When and How to Review Your Estate Plan: Key Life Events That Demand Updates

Your estate plan is not “set it and forget it.” The end of the year is a natural checkpoint to make sure your revocable living trust, beneficiary designations, and incapacity documents still reflect your life today. In Ohio, trust planning is oft… Read More
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Estate Planning for Famil…

Estate Planning for Families with Special Needs Children in Ohio

Parents of children with disabilities face unique decisions that affect their child’s lifetime care, stability, and independence. The goal is to provide support without jeopardizing eligibility for essential government benefits. In Ohio, the right… Read More
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Ohio Medicaid Spend-Down…

Ohio Medicaid Spend-Down Rules: How to Qualify for Long-Term Care Without Losing Everything

Are the rising costs of long‑term care in Northwest Ohio keeping you up at night? The price of long‑term care is surging across the country. Nationally, the median cost of a semi‑private nursing home room reached $111,325 per year in 2024 (abou… Read More
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Estate Planning for Digit…

Estate Planning for Digital Assets: Protecting Your Online Legacy

In today’s digital age, estate planning is no longer limited to physical property like homes, cars, and bank accounts. Our lives – and wealth – are increasingly stored online. From cryptocurrency wallets to cherished family photos in th… Read More
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Understanding Ohio Probat…

Understanding Ohio Probate: A Step-by-Step Guide for Families

Probate can feel overwhelming, especially during a time of loss. If you’re wondering what probate means and how it works in Ohio, you’re not alone. This article breaks down the process step by step and offers tips to make it easier for your famil… Read More
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Becoming the Caregiver: L…

Becoming the Caregiver: Legal and Financial Planning for Long-Term Care in Your Family

When a loved one begins needing help with daily tasks, families often step into the caregiving role without much guidance or preparation. What starts as driving to appointments or helping with medications can gradually evolve into managing finances,… Read More
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Estate Planning for Incap…

Estate Planning for Incapacity Using a Revocable Trust

When most people think about estate planning, they focus on what happens after death – who inherits what, how taxes are handled, and how to avoid probate. But a truly comprehensive estate plan also addresses what happens if you become incapacit… Read More
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Why Long-Term Care Planni…

Why Long-Term Care Planning Is Essential in Ohio

When families think about aging and healthcare, many assume that Medicare will cover the cost of long-term care. Unfortunately, this is one of the most common – and costly –misconceptions. In reality, Medicare provides very limited covera… Read More
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Year-End Estate Planning…

Year-End Estate Planning Checklist: What to Do Before January

As we head into the holidays and the year winds down, it’s the perfect time to review and update your estate plan. Life changes, financial shifts, and evolving laws can all impact your plan’s effectiveness. A year-end review ensures your wishes a… Read More
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A real estate agent uses a calculator to discuss financial aspects of property investment with a client, ensuring informed decisions.

Funding Your Trust: The Step Most People Forget in Estate Planning

Creating a trust is one of the smartest moves you can make in your estate plan. It helps your loved ones avoid probate, keeps your affairs private, and gives you control over how your assets are distributed. But here’s the mistake too many people m… Read More
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