We sometimes have clients approach us seeking advice with regard to damage control. They are in difficult positions because of the estate planning mistakes that were made by family members that passed … [Read more...] about Steer Clear of These Estate Planning Mistakes
Key Ohio Medicaid Figures at a Glance
In this post, we will look at some facts and figures about the Medicaid program. Before we do this, we must provide some background information so you understand why Medicaid may be relevant to you, … [Read more...] about Key Ohio Medicaid Figures at a Glance
Four Compelling Reasons to Use a Living Trust
Many people assume that trusts are only for people who are multimillionaires. A Last Will can seem like the only logical choice for “the rest of us.” In reality, there are different types of … [Read more...] about Four Compelling Reasons to Use a Living Trust
Legacy Planning: Gifts From the Heart
The process of estate planning is often looked upon as a purely financial endeavor. You create a will or trust to facilitate asset distributions, and the job is done. This is one way to look at it, … [Read more...] about Legacy Planning: Gifts From the Heart
Joint Tenancy Pros and Cons
Joint tenancy is a commonly used form of ownership between two or more people. It can be an easy solution. However, it can have drawbacks. Read this blog from The American Academy of Estate Planning … [Read more...] about Joint Tenancy Pros and Cons
Anticipate Potential Estate Challenges
It is important to think long and hard about the inheritance planning decisions you may want to make that can cause someone in the family to get very upset. Estate contests can and do arise, and these … [Read more...] about Anticipate Potential Estate Challenges
Develop a Plan for Aging
A lot of people think about retirement planning, but many of them do not see the entire picture clearly. It is important to take a holistic approach as you develop a comprehensive plan for … [Read more...] about Develop a Plan for Aging
Can You Modify a Living Trust?
If you have always intended to use a last will to express your final wishes when you plan your estate, you should take pause and consider alternatives. A living trust can be a better choice for a … [Read more...] about Can You Modify a Living Trust?
Estate Planning Solutions for Small Business Owners
There are many different approaches that can be taken in the field of estate planning, so there is usually a solution to any situation that can arise. This is one of the reasons why it is important to … [Read more...] about Estate Planning Solutions for Small Business Owners
