Estate Planning
Many people have misconceptions about estate planning. You may think estate planning is something only the wealthy need or only the elderly require. The reality is, this could not be further from the truth. No matter your age, your income status, or the assets you have acquired, estate planning is a worthwhile undertaking.
Medicaid Planning and Elder Law
Confused about Medicaid? You’re not alone! The complexity surrounding this constantly changing area of the law can sometimes feel overwhelming… it doesn’t need to be. Caring for the elderly and ensuring their assets are protected are some of the primary services offered by our law firm.
Asset Protection & Business Planning
Successful entrepreneurs recognize that business planning is essential to both today’s accomplishments and tomorrow’s financial security. Our law firm can help you achieve your goals, whether your business is a one-person operation or a contender for a spot on the Fortune 500 list.
Family-Owned Businesses & Farms
Family-owned businesses, farms, ranches, and land holdings are often the most important and valuable assets of a family’s legacy. Sadly, less than 30% of family businesses survive the transition to the next generation – a problem that is sometimes but not always caused by estate taxes.
Farm, Ranch, and Land Holidings
How the New Estate Tax Exclusion Affects Your Estate Plan
In 2001, Congress passed a law that made big changes to the estate tax. It raised the amount that could pass without tax, increasing it in steps from $675,000 in 2001 to $3.5 million in 2009. Then, in 2010, the estate tax was repealed for one year only.
Incapacity Planning
If you do not plan ahead for the possibility of incapacity, the state could be petitioned to appoint a guardian to manage your affairs. The court may select someone that you would never have chosen. You can take the matter into your own hands when you create a comprehensive, holistic incapacity plan.
IRA Inheritance Planning
Today, more so than ever before, Americans have only themselves to count on for their retirement security. The future of Social Security is uncertain, and fewer employers than ever offer defined benefit retirement plans. Sadly, most Americans do not have enough saved – and are not on track to save enough.
Legacy Wealth Planning
The legacy that you leave behind can change your family’s life, and can even change the world. Whether you have substantial funds or simply want to make sure your family assets are kept safe and passed on to the next generation, you owe it to yourself and to those who rely on you to support them beyond your passing.
Legacy and Charitable Planning Services
LGBTQ Estate Planning
While LGBTQ individuals have made significant strides in gaining equality under the laws of the United States, there is still a long way to go before discrimination is stamped out. Unfortunately, some of the discrimination that exists affects the legal rights of LGBTQ individuals toward the end of their lives.
LGBTQ Estate Planning Services
Pet Planning
What Will Happen to Your Pet When You’re No Longer Around? When it comes to protecting your pet, no one does it better than you do. You love them… You feed them… You make sure they have everything they need to live a happy, healthy life.
Special Needs Planning
Many people with a severe impairment or disability are not able to work or earn enough money to support themselves. If someone you care about has special needs and cannot be financially independent, you may wish to help provide for this person in your life.
Special Needs Planning Services
Trust Administration and Probate
Trust administration and probate are difficult processes, if for no other reason than they must be carried out right after a death. As you are grieving a person you care about, you will be thrown into an unfamiliar legal world and forced to learn a complex array of laws.
Trust Administration and Probate Services
Young Adult Protection Plan
Turning 18 is a wonderful milestone for both children and their parents. It is also a time when a child’s relationship with his or her parents changes under the law. The law of Ohio and 47 other states says that once a child turns 18, he or she is legally an adult.