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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…
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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…
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This is a very short explanation of the main reasons why people use Living Trusts in their estate planning.
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That’s a question we hear a lot from people when they meet with us about their estate planning. Some people are very surprised to hear that the answer we give doesn’t strictly depend upon how large their estate is. Instead, the answer dep…
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You’re probably familiar with the term “living trust.” However, if you think that living trusts are too complicated or only for extremely wealthy people, then this article will help bust those myths. A living trust is simply an estate plann…
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We get this question a lot from people. The answer surprises a lot of people. It has a lot less to do with “how much” you have, and more about your planning needs and goals. This video explains the reasons.
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You’ve probably heard of Living Trusts, but if you think they’re overly-complicated or only for super-rich people, then this video will help you understand how living trusts work and why people use them.
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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.
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