In the State of Ohio there is no tax on an inheritance.  The money or assets that are transferred to you as the result of someone’s death is not taxed by the State.  The federal estate tax exemption 2025 is $13.99 Million per individual.  The exemption for 2025 per...

No one thinks they’re going to die anytime soon—especially if they’re under a certain age. But, as the saying goes, “stuff happens.” If you don’t have a plan for the distribution of your assets after you pass away, the State has one for you—and it probably won’t go...

Social Security, Medicare, Medicaid, Veteran’s benefits, hospice, home healthcare services, making your parents’ home accessible… it’s a lot. These are complicated decisions and processes, and if you’re going through it for the first time, it can feel overwhelming....

You may have a Will from when your kids were young. First, congratulations on being ahead of the estate planning process. Now they’re grown, your assets have changed, and you may have in-laws and grandchildren to consider. Consider the following: ✅ If it’s been more...

  There are many ways that preparing for aging can protect your loved ones. Elder law has many components to it.  Planning for disability by establishing Powers of Attorney for healthcare and finances.  If these Powers are in place the person you have entrusted...