Articles

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

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

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

Creating a living trust is one of the most effective ways to manage your assets, avoid probate, and provide clear instructions for your beneficiaries. In Ohio, many people place their real estate into a living trust, but handling property in this way… Read More

A living trust helps you control how your assets pass to loved ones. But what happens when your personal life changes through divorce, remarriage, or blending families? Many people set up a trust once and never revisit it, even after major life event… Read More

Real estate investing is one of the most effective ways to build long-term wealth. But while investors often focus on cash flow, appreciation, and tax strategies, many overlook a critical piece of the puzzle: estate planning. Whether you own a single… Read More

When families set up a trust, one of the most important decisions is choosing a trustee. Often, parents want to be fair and appoint more than one child to serve together as co-trustees. On the surface, that seems like a balanced approach. Everyone sh… Read More

When a loved one passes away, managing the details of their estate can feel overwhelming. If that person created a trust, you might assume everything is locked in and unchangeable. But can a spouse change a trust after death? It depends on the type o… Read More