Oct 12, 2025 | Medicaid Planning, Medicare, Probate/Estate
We all believe that we are invincible and will pass peacefully in our sleep at a ripe old age. What if that plan is interrupted by an unexpected medical event or accident? What if our mind fades out before our body does? How can you be ready to receive aid when you...Sep 19, 2025 | Probate/Estate
Wills & Trusts are both tools used to transfer assets to individuals or organizations upon the death of the owner of those assets. That is where the similarities substantially end. A Trust is an entity that is created by the requirements and rules stated in the...Aug 30, 2025 | Probate/Estate
“Probate” is the process by which assets without a beneficiary are transferred from the deceased to the beneficiary established either through a Will or the laws of the State of Ohio. Probate is the name of the court that manages the legal transfer of the assets. If...Aug 24, 2025 | Medicaid Planning, Probate/Estate
Guardianship is a court-ordered management of you and/or your finances. A Guardian is chosen by the Court, and this person can be a family member or a court volunteer. The Guardian is appointed to manage your decisions after you have been deemed unable to do so by a...Jul 27, 2025 | Probate/Estate
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...Jul 12, 2025 | Probate/Estate
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...