Out‑of‑State Property…

Out‑of‑State Property and Your Estate Plan

Owning a vacation home, rental property, or inherited land in another state may feel like a smart investment. But when it comes to estate planning, out‑of‑state property can create real complications for your family. Without proper planning, your… Read More
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Trust Administration Basi…

Trust Administration Basics: Key Duties and Common Mistakes Trustees Should Avoid

Serving as a trustee is an important responsibility. You are managing someone’s legacy and protecting beneficiaries’ interests. Yet many trustees feel overwhelmed by legal requirements and deadlines. Mistakes can lead to disputes or even personal… Read More
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Smart Estate Planning for…

Smart Estate Planning for Blended Families

Blended families have unique goals and unique risks. Without a plan, children from a prior marriage can be left out or a current spouse can be left exposed. This article explains smart estate planning for blended families, with practical steps that p… Read More
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Protecting Your Assets fr…

Protecting Your Assets from Long-Term Care Costs in Ohio: Proven Strategies for Singles and Couples

The cost of long-term care in Ohio is staggering – nursing home care averaged over $8,750 per month in 2025. Without proper planning, even a lifetime of savings can be depleted in just a few years. Medicaid can help cover these costs, but quali… Read More
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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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