May 16, 2025 | Probate/Estate
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...Apr 29, 2025 | Probate/Estate
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...Aug 20, 2024 | Probate/Estate, Tips
Most Americans don’t have a will, the legal document that indicates what you want your heirs to inherit and who you want in charge of your minor children when you die. Unfortunately, less than half of adult Americans don’t have a will in place when they pass away....May 29, 2024 | Probate/Estate
You have received the dreaded call that an elderly family member has been injured and now needs help either returning home or preparing for them not being able to return home. Does the family member have resources to pay for help at home, can they qualify for...Dec 30, 2023 | Probate/Estate
A trust is a legal entity you create to hold your “stuff” for yourself and future generations. It can be revocable, irrevocable, for life insurance, for charity, to protect from Medicaid claims and for so many other reasons. If you ever heard the term Medicaid Trust...Sep 18, 2023 | Probate/Estate
At one point or another, you might have asked yourself “Do I need a trust?” The estate tax laws have extended the exemptions so that unless you are transferring over $12 million at death you will not pay estate taxes. Ohio has not had estate taxes for a...