Which life events require…

Which life events require an estate plan update?

Estate planning is the process of creating a strategy for the care and management of your property if you become incapacitated or upon your death. A common motivation of estate planning is to simplify the estate administration process and protect you… Read More
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Preparing for your Initia…

Preparing for your Initial Estate Appointment

If you’re named as the Executor in a loved one’s Will, or as the Successor Trustee of their trust, you’ll need to be prepared to evaluate the estate with the attorney who will help you through the estate administration process. How the estate w… Read More
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Frequently Asked Estate Q…

Frequently Asked Estate Questions

We get a lot of questions from people about the beginning of the estate administration process. We’ve provided some of the most common questions and the answers as a resource here for you. 1. How do I pay for the funeral expenses? Payment of the fu… Read More
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Duties of the Executor of…

Duties of the Executor of a Will – Handling Assets and Debts of the Estate

If you’ve been named in a Will to serve as the Executor of someone’s Estate, you have a significant responsibility. As the Executor, you must ensure that the Estate is handled in accordance with Ohio law. One of the most important duties of the E… Read More
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Planning for your Michiga…

Planning for your Michigan Vacation Home

Last week we shared an article on planning for your Ohio vacation home. The bottom line of the article was that vacation homes have very specific and often troublesome issues, and it’s important to make plans for how these special properties are pa… Read More
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Planning for your Vacatio…

Planning for your Vacation Home

But without proper planning, your dreams for your vacation home can become a nightmare for your children and grandchildren. Read More
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Should I transfer my home…

Should I transfer my home to my children?

Home is where the heart is. Our homes are very personal to us. One concern that many people have when they talk to me is how to protect their home from nursing home costs. They’re concerned that their home will be taken from them to pay for the nur… Read More
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Estate Plan Comparison

Estate Plan Comparison

If you’re wondering what kind of estate plan is right for you, you might be feeling overwhelmed with all of the information out there about the different options you have. It can be hard sifting through all of the details to get to the bottom l… Read More
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What Assets Can I Keep wi…

What Assets Can I Keep with Medicaid?

When people are looking to pay for nursing home care by qualifying for Medicaid, a big question they have is what assets they can keep. The answer to this question is determined by how Medicaid classifies the asset. Under Medicaid there are two kinds… Read More
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Will Medicare cover my nu…

Will Medicare cover my nursing home costs?

Many times when I meet with families who have a loved one who was just admitted to a long term care facility, one of the first questions they have is whether Medicare will cover the costs incurred. They understand that the costs of the long term care… Read More
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