Blog

Ohio Medicaid Changes Rules Regarding House Exemption

November 21st, 2017
Some recent changes to the Ohio Medicaid program may have escaped your notice at the time they took effect, but you should take notice if you or a loved one receives Medicaid in an Ohio nursing home or assisted living facility. The changes involve fi… Read More

How Do I Prepare My Trustee to Manage My Trust?

October 25th, 2017
When you create a living trust, most of the time you serve as the trustee during your lifetime, with a successor trustee taking over upon your death. Depending on the terms of the trust document, the trustee may distribute trust assets shortly after… Read More

How Much Life Insurance Do I Need in My Estate Plan?

October 18th, 2017
Life insurance: you know you need it, especially if you have minor children or other loved ones who depend on your financial support. Life insurance serves many functions in an estate plan, including providing a source of support to family, ensuring… Read More

Should You Have a Self-Directed IRA?

October 9th, 2017
Most people own a retirement plan of some type. It could be a traditional IRA, Roth IRA, Simple IRA, Traditional 401(k), Roth 401(k), SEP IRA, or 403(b). Very few people know that they can convert any of these retirement plans to a self-directed reti… Read More

What You Need to Know About Retiring to Another Country

September 25th, 2017
For decades, your career stretched out before you, with retirement seeming like a faraway dream on the horizon that might never arrive. Suddenly, that moment you’ve been saving for is rapidly approaching, and you are faced with the decision of… Read More

Should You Have a Qualified Income Trust?

September 11th, 2017
If you are contemplating the need for long-term care, you know how expensive it can be to pay for. Medicare does not pay for long-term care, but Medicaid may be available to help with these expenses. Unfortunately, to become eligible for Medicaid ass… Read More

Third-Party Discretionary Trusts

August 23rd, 2017
There are many types of trusts, and they can be used to serve a variety of purposes: avoiding probate, minimizing taxes, protecting assets from creditors, providing for loved ones, and more. Your goal in creating a trust, and your circumstances, dict… Read More

Charitable Lead Trusts vs. Charitable Remainder Trusts

August 9th, 2017
If you are fortunate enough to have significant assets that you would like to use to benefit a favorite charity, you may be considering establishing a trust for that purpose. It’s likely that you also want to benefit yourself or your loved ones… Read More

Planning for Longevity in Retirement

July 24th, 2017
When you blow out the candles on your birthday cake, your friends and family wish you “many happy returns of the day!” It’s a goal for which all of us strive, and many more of us are achieving: according to the Social Security Admin… Read More

Estate Planning for Digital Assets

July 18th, 2017
If you’ve sat down with your attorney and developed an estate plan, congratulations! Taking this step means that you and your loved ones can have peace of mind about who will inherit your home, your bank accounts, even those knick-knacks on the… Read More
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