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

What is a Durable Power of Attorney?

August 29th, 2016
You’ve probably heard the expression “durable power of attorney,” but do you know what a durable power of attorney involves, and how it differs from a regular power of attorney? Unless you have a power of attorney as part of you est… Read More

How to Choose the Right Lawyer to Prepare Your Ohio Legacy Trust

June 28th, 2016
UPDATED: As a high net worth individual who’s enthusiastic about preparing an Ohio Legacy Trust to shield your assets from creditors and predators, you want to choose an effective attorney to help you. This short essay can help you figure out your… Read More

What Are the Basics of Aid and Attendance Planning?

May 6th, 2016
Veterans and survivors who require the aid and attendance of another person, or are housebound, may be eligible for a VA pension with additional monetary payment for higher care needs. These benefits are paid to individuals who need help performing a… Read More

Creating a Medicaid Asset Protection Trust

May 2nd, 2016
You’ve worked diligently over decades to save, plan for the future and protect yourself against various financial contingencies. Unfortunately, if you lack long-term care insurance, and you fail to establish an effective estate planning strategy, t… Read More
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