Studies that are conducted show that the vast majority of American adults do not have any estate planning documents in place. Since so many people are unprepared, even many older individuals, when … [Read more...]
Benefit Preservation for Disabled Cincinnatians
There is an inherent challenge present when you would like to provide resources for a person with special needs. This can apply to your estate planning efforts, and it would also enter the picture if … [Read more...]
Can You Download a DIY Estate Plan?
Studies that are conducted consistently show that most adults in America do not have estate plans in place. Many of them have moments when they realize they should take action, and this can be … [Read more...]
Do All Assets Count When You Apply for Medicaid?
Unfortunately, the Medicare program will not pay for custodial care. This is the type of assistance that you would receive in a nursing home or assisted living community, and some people receive … [Read more...]
Legacy Planning for Wealthy Families
A bare-bones estate plan may include a simple last will, and perhaps a living will and durable powers of attorney. For some people, this can be sufficient, but there is a more comprehensive form of … [Read more...]
A Look at 2019 Ohio Medicaid Parameters
Before we take a deep dive into the Medicaid eligibility parameters, we should explain why this jointly administered federal/state government program may be relevant to you one day. Fact is, according … [Read more...]
Two Trusts That Satisfy Advanced Estate Planning Objectives
In order to understand the value of these two trusts, you have to digest some background information about the federal estate tax, so we will start there. Transfer Tax Guidelines When you are … [Read more...]
Estate Planning vs. Legacy Planning
As we all know, you can take a project to various different levels. When it comes to estate planning, you can cover the basics, but you could also go the extra mile and engage in the process of legacy … [Read more...]
Who Can Act as a Living Trust Trustee?
Before we address the question that serves as the title of this blog post, we should point out some of the differences between a living trust and a last will. If you have always been under the … [Read more...]
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