Family Farms Need Asset Protection

March 13th, 2017
Family-owned farms are more than just a business. They are a source of pride and connection as well as income. Unfortunately, in recent years it has been harder and harder for family farms to keep afloat. Many family farmers are so busy with the day-… Read More

Life Insurance: One of the Few Remaining Tax-Free Benefits

February 27th, 2017
Life insurance allows you to make available to your heirs a significant amount of money upon your death. When life insurance benefits are paid to your designated beneficiary, they pass free of income tax. However, unless you take the proper estate an… Read More

What is Hospice Care and Who Pays for It?

February 13th, 2017
Hospice care is care that is focused on making sure that people in the last stages of incurable diseases are able to spend their remaining days as comfortably and meaningfully as possible. The focus is on enhancing quality of life rather than prolong… Read More

End-of-Life Planning is Important

January 23rd, 2017
Kenny Rogers famously crooned, “The most that you can hope for is to die in your sleep.” Unfortunately, while death comes for all of us eventually, we can’t guarantee it will come so painlessly or gently. As difficult as it is to co… Read More

Legacy Trusts Protect Beneficiaries From Divorce and Lawsuits

January 4th, 2017
Doctors, attorneys, and other professionals have the capacity to accumulate significant wealth as a result of their specialized and sought-after services. Unfortunately, those professionals are also vulnerable to lawsuits, when the outcome of the ser… Read More

Ohio Medicaid Now Approves Medicaid Qualified Annuities—Save Thousands!

November 4th, 2016
For many older Ohio residents, nursing home care is necessary—and expensive. For those who are married, and whose spouses continue to live independently, this has created a huge financial problem. In order for the spouse in the nursing home to qual… Read More

The Child Caretaker Exception: A Little Known Rule to Protect Your House from Medicaid

October 18th, 2016
If you have looked into nursing home care for a loved one, you know that the cost of care in a facility is so costly that few people can afford to pay for it out of pocket for very long. As a result, many people must “spend down” assets i… Read More

Aid and Attendance Improved Pension Benefits: The Veterans' Benefit You've Never Heard Of

October 4th, 2016
Have you ever heard of the Veterans Aid and Attendance Improved Pension Benefit? If not, you’re not alone: many people are unaware of this benefit, which provides a long-term care benefit for veterans and their spouses or widows who need the re… Read More
Tags: Aid & Attendance

Are Your Beneficiary Designations Up to Date?

September 27th, 2016
You’ve signed your will, funded your trusts, and prepared powers of attorney. You’ve done everything you need to do to provide for your future and the security of your family—or have you? If you are like many people, you’ve forgot… Read More

Don't Forget to Fund Your Trust!

September 12th, 2016
You’ve heard repeatedly about the benefits of having a living trust as part of your estate plan. You can keep your assets from having to go through probate. You can retain control of assets during your life, and exercise control over how they a… Read More
Tags: Trusts
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