Articles

A client of mine came to me and had some concerns and needed my help. Her mother had passed away, and my client was worried that her brother was acting inappropriately with her mother’s assets. When she had spoken to the brother about what was… Read More

We realize that you are getting lots and lots of updates from businesses you deal with regarding the COVID-19 crisis and how things are being handled. We certainly don’t want to unnecessarily add ourselves to that list of updates, but we do feel th… Read More

Many people assume that estate planning is primarily for married couples, but the truth of the matter is that estate planning is just as important for a single person as it is for a married couple. Whether a person is single because they are divorced… Read More

Many times individuals are confused about the Medicaid transfer rules. When individuals are preparing to apply for Medicaid for long term care coverage, they assume that they can transfer assets to their family or to a Trust without penalty. Or they… Read More

When we are sitting with clients discussing how to plan their estates, we are often asked about how to protect assets from the high cost of long term care or from other potential creditors. It’s generally in the context of whether a Revocable Livin… Read More

For many individuals the largest asset they have is their IRA. Many times IRAs will represent half or more of an individual’s assets by the time they reach retirement or are in need of nursing home care. Therefore, protecting that asset can be impo… Read More

In Ohio, the kind of Probate proceeding an estate must use is determined by the amount of assets in the probate estate and who the beneficiary is. The typical kind of Probate is a “Full Administration,” and it typically takes 6 months to… Read More

If you have a trust and set it up to avoid probate when you pass away, which is a very common goal for estate planning, then you need to watch this video. First, congratulations on getting your trust set up. You’ve taken a great first step for maki… Read More