Whether you are just starting out and have a modest estate or you have already amassed your fortune, you undoubtedly want to protect the assets that you do have from all potential threats. What seems … [Read more...] about Protecting Your Assets from Threats
Estate Planning Myths and Misconceptions
Most people recognize the importance of estate planning; however, those same people often fall victim to the numerous and varied myths and misconceptions about estate planning. To help ensure that … [Read more...] about Estate Planning Myths and Misconceptions
Ohio Medicaid Eligibility for Seniors
There is a significant chance you will need to qualify for Medicaid during your retirement years to cover the high cost of long-term care. If so, the Medicaid eligibility guidelines could prevent you … [Read more...] about Ohio Medicaid Eligibility for Seniors
Why You Should Avoid Leaving Children a Lump Sum Inheritance
If you are a parent, you likely plan to pass down some, or all, of your estate assets to your children upon your death. If your children are still minors, they cannot inherit directly from your … [Read more...] about Why You Should Avoid Leaving Children a Lump Sum Inheritance
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved to address the collection and transfer of digital assets. The widespread use of a legacy contact and … [Read more...] about Death and Your Digital Footprint
Common Estate Plan Mistakes
One of the most valuable gifts you can give to your loved ones and to yourself is a well-drafted and comprehensive estate plan. Not only will it ensure that your wishes are honored at the end of your … [Read more...] about Common Estate Plan Mistakes
Making Sense of a Power of Attorney
You are probably already familiar with the concept of a Power of Attorney. If you have not already, at some point you will likely create a Power of Attorney (POA) and/or be named as the Agent in a POA … [Read more...] about Making Sense of a Power of Attorney
Tips for the New Trustee
If you recently learned that you were appointed to be the Trustee of a trust, and this is the first time you have served in such a capacity, you are likely somewhat intimidated by the prospect. The … [Read more...] about Tips for the New Trustee
Choosing Your Fiduciaries in Your Estate Plan
People often overlook the importance of choosing the right fiduciaries within their estate plan. The right fiduciaries can dramatically increase the chance of a successful plan while appointing even … [Read more...] about Choosing Your Fiduciaries in Your Estate Plan
