Halloween is almost here, and Thanksgiving isn’t far behind. Then once Christmas passes, it’s time for countless Ohio residents – the “snowbirds” – to fly south for the winter. But before you hop in the car and head to Florida, Arizona, South Carolina or another...
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Estate Planning
Estate planning: Serving as your parent’s executor in Ohio
You knew your mom had written a will and named you as the executor. As sad as the idea of her passing made you, you agreed to serve in that capacity for her when she passed away. You just didn’t anticipate the mess she might leave you to figure out. This generation of...
What is a living trust, and why should I consider it?
Lawyers can sometimes seem to be speaking another language. Nowhere is this truer than in elder law and estate planning. For example: Do you need an inter vivos trust? What is a “pour over” will? What’s the difference between an irrevocable and revocable trust? A...
Ohio pet owners: Don’t forget to plan for your animals
Many of us know people who refer to their cat or dog as their four-legged child. Maybe that’s what you call yours. While they aren’t children technically, pets certainly are a part of the family. Just as we provide for our children in the event of our death, many of...
Your estate plan should include your medical wishes
As you get older, it is necessary to undertake some estate planning responsibilities. When you think of an estate plan, you probably think of a will, trust or beneficiary designations on your life insurance or retirement accounts. However, a crucial aspect of...
Common types of financial abuse and scams against the elderly
One of the last things you would want to happen to an aging parent is for them to be targets of a scammer or unscrupulous person in a position of trust. Unfortunately, this scenario is all too common for senior citizens in Ohio and elsewhere. According to the National...
Estate planning with a spouse who has dementia
If your spouse has been diagnosed with dementia, you are likely wondering how it affects your estate planning. Is long-term care in the future? If so, how will you pay for it? Can you update your estate plan? Depending on the level of dementia, your spouse may be able...
Busting common Medicaid myths
Medicaid can be extremely helpful for covering your nursing home costs. But getting coverage to pay for your long-term care is not always simple. It can be difficult to understand the rules, especially with a lot of misinformation out there about the program. Knowing...
3 tips for qualifying for Medicaid by reducing your assets
If you get a rejection for your Medicaid application, you may feel disappointment and discouragement. Do not despair. You may be able to qualify for benefits with some strategic planning. An effective tactic to meet Medicaid qualifications is reducing the value of...
Protect your disabled child’s benefits with a special needs trust
If your child is among the more than 56 million Americans currently living with a disability, there are certain unique considerations that go into creating your estate plan that differ from those faced traditionally. Odds are, you have concerns about who is to care...