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This is a question I often receive from clients. While the simple answer is often no, the timing of the planning affects the effectiveness of the planning, the cost of the planning, and how complicated the planning will be. As a general rule, the soo…
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This video provides an overview of Elder Law planning. It provides an explanation of the three primary components: Physical, Mental, and Financial.
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Medicare and Medicaid are often confused by people. While they are both government-run health care programs, they are very different from one another and it is important to understand those differences. This video explains the differences.
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When we are speaking with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an Irrevocable Trust. Invariably, the client will ask whether they can just gift property to the children instead.…
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As we get older, each of us must begin to contemplate the possibility of needing long term care (LTC) at home, in assisted living, in a nursing home, or some other setting. The options for how to pay for that care are often confusing and can involve…
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As we discussed in our article “Paying for Long Term Care,” there are multiple options for how to pay for the cost of Long Term Care (LTC). One of those options involves qualifying for Medicaid benefits, which is based on an individual’s as…
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Download our free “Estate Planning Checklist: The Essential Guide for Making your Best Estate Plan in Ohio.” The checklist walks you through the steps you need to address to have the plan that is right for you and your loved ones.
Download our free “Protecting your Family’s Future – All about Wills, Trusts & Probate” book. First published in 2020, this comprehensive guide walks you through the essentials of estate planning, giving you the knowledge you need to safeguard your loved ones and their future.
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