Blog

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

Asset-Based Long-Term Care Deserves a Look

December 20th, 2016
Over 1.4 million people in the United States are in nursing homes. Our population is aging, and about 70 percent of them are expected to need long-term care at some point. Some stays will be brief. On average, care will be needed for three years, but… Read More
Tags: Long Term Care

The Benefits of Medicaid Asset Protection Trusts

December 15th, 2016
Ideally, we’d all have the foresight and resources to plan ahead for the possibility of nursing home care in the future. The reality, of course, is that many of us don’t have long-term care insurance, and very few people have the ability… Read More

Nursing Home Costs Continue to Rise!

December 7th, 2016
Nobody wants to need care in a nursing home, but the reality is that many people do. According to the Ohio Department of Aging, over 80,000 Ohio residents receive care in more than 1,000 nursing homes. Many of those who go into a nursing home are the… 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
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