If someone asks you to be the executor of their estate, you may understand what you have to do in a general sense, but the specifics are another matter. With this in mind, we will look at some simple … [Read more...] about How Does an Executor Settle an Estate?
Caring.com has been conducting research on an ongoing basis to measure the estate planning preparedness of American adults. Their numbers for 2021 have been released, and as always, they are not … [Read more...] about Is Your Estate Plan Complete?
Are you going to be making an inheritance planning decision that may not sit well with your children or someone else that will be expecting a bequest? If you answer this question in the … [Read more...] about Take These Precautions to Prevent an Estate Challenge
There are two questions we often hear from people considering whether to make a living trust estate plan or just a simple will. “Why do I need a trust instead of a will if I can set up my accounts to … [Read more...] about Bottom Line Answer to Two Common Questions about Living Trusts
Many predicted massive problems the nation would surely endure as a result of the new healthcare laws merging with Medicaid. While states did have some leeway – including the decision to expand their … [Read more...] about Is Medicaid in Crisis?
Our clients have always had one goal in mind: to cover their financial bases so that their retirement years can be spent on the things they worked for and even sacrificed earlier in life. Whether it’s … [Read more...] about What Retirees are Really Worried About
It can be overwhelming to make the decision to move mom or dad into a nursing home. There are always countless details associated with the transition, including Medicaid coverage. State laws vary and … [Read more...] about Nursing Homes and Qualifying for Medicaid
Did you know that there are more than 8 million Americans over the age of 65 who are disabled and rely on Social Security for survival? With baby boomers retiring every year, worries are that the … [Read more...] about The SSI Restoration Act
Ohio is one of just ten states that has been federally approved for combining Medicare and Medicaid in an effort of providing better coordination, better health care and lower pricing for enrollees. … [Read more...] about Dual Eligible Recipients and Better Health Care
Ask any family who’s watched a loved one slip away due to dementia or Alzheimer’s disease what the one wish would be for that loved one; odds are, you’ll hear them say, “I wish Dad could remember his … [Read more...] about New Hope for Alzheimer’s Patients?