Articles

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

As we grow older many of us will need more and more assistance. Once you choose your caregiver you need to think about setting up an agreement to compensate them for their services. Using a Personal Care Agreement or Care Contract is a great way to d… Read More

In this video we look at the different types of guardianships for an incompetent adult in Ohio. There is a Guardianship of the Estate, Guardianship of the Person, and a Guardianship of the Person and the Estate. In order to have a Guardianship establ… Read More

As we grow older many of us will need more and more assistance. The prospect of finding someone to help us and interviewing caregivers and then hiring them from a company or a service of some kind seems daunting and scary. This is especially true as… Read More

In this video we talk about how you can prepare for your initial estate planning appointment. We look at the packet of materials we send you before the appointment to help you prepare and talk about how those materials will help you get the most out… Read More