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Blog Posts
- ‘Fair’ doesn’t always mean ‘equal’ with your heirs
- 3 signs it is time to appoint a guardian for your parent
- 4 benefits of setting up a trust for your grandchildren
- 4 primary components of an estate planning checklist
- 4 tips to help prevent estate disputes through conversation
- A pending divorce does not cut your ex out of your estate plan
- A qualified income trust can make you eligible for Medicaid
- A trust gives you more privacy than a will
- A trust protector can resolve disputes between trustees
- Act changes things for Medicaid beneficiaries with disabilities
- Advantages and disadvantages of probate
- Are Medicare’s nursing home ratings reliable?
- Are you a caregiver? Manage stress with these tips
- Are you OK with the assisted living safety and emergency plans?
- Asset protection for parents with dementia
- Asset protection strategies for Ohio residents
- Avoid conflict: Talk to your adult children about dividing assets
- Avoiding probate problems with an estate
- Basic but powerful truths about estate planning, pt. 1
- Becoming executor of a parent’s will
- Best practices for storing and sharing estate planning documents
- Bobby Vee’s children battling over his estate
- Celebrities’ estate planning mistakes show what to avoid
- Changing an estate plan during divorce
- Charitable giving could blossom after tax law changes
- Common errors in estate planning
- Common mistakes in preparing a living trust
- Common questions about guardianship of an elderly parent
- Common questions pertaining to adult guardianships
- Complex issues in estate planning
- Dealing with estate planning when one spouse is reluctant
- Determining if a conservatorship is the best option for your aging parent
- Different trusts and their uses
- Disagreements between trustees and beneficiaries
- Distributing personal property not included in a will
- Dividing up your jewelry in your will: What to consider
- Do not put off estate planning
- Does a disinherited person get a copy of the will?
- Early estate planning is critical if dementia runs in your family
- Elder law and putting the focus on life for Ohio elders
- Emergency clauses could protect estates
- End-of-life estate planning tips for Ohio residents
- Essential tips for proper estate planning
- Estate plan approaches for transferring IRA funds
- Estate planning across multiple states
- Estate planning and bitcoin accounts
- Estate planning and special needs beneficiaries
- Estate planning for all
- Estate planning for people with substantial assets
- Estate planning for those with no children
- Estate planning in your 30s: It’s time to take action
- Estate planning in your 50s: Points to consider
- Estate planning options for philanthropists
- Estate planning strategies for reducing tension among heirs
- Estate planning the right way
- Estate planning tips for newlyweds
- Estate planning within blended families in Ohio
- Estate planning, trusts and incapacity
- Estate plans affected by tax law changes
- Estate plans are not just for the wealthy
- Estate taxes can often be avoided with dynamic estate planning
- Estates, probate and the reach of creditors
- Even at a young age, a will is helpful
- Explore care options for your aging parent
- Guardianship abuses illustrate need for advanced care directives
- Hire a caregiver or do it yourself: caring for an aging parent
- House panel endorses changes to Medicaid accounting
- How a charitable trust can be modified for longevity
- How a second marriage might change an estate plan
- How and why to choose a professional trustee
- How irrevocable trusts protect assets
- How to choose a trustee
- How to contest a will in Ohio
- How to handle long-term care needs
- How to help an elderly relative with financial planning
- How to properly structure a trust
- How to talk with your parents about long-term care planning
- How trusts can be revised in estate planning
- How trusts may be used
- How will you avoid the same old estate planning mistakes?
- Is aging in place right for your parent?
- Is it time to write your will?
- Keeping track of passwords for estate planning purposes
- Learning from your parents’ estate planning mistakes
- Leaving a legacy to people who are not family
- Leaving unequal shares of an estate
- Legacies and estate planning
- Long term care planning begins at 50
- Long-term care planning for senior citizens
- Long-term illness care is a major expense for Baby Boomers
- Make decisions now for when you are no longer able to
- Making beneficiary designations
- My father has a heart problem and I’m overwhelmed
- New federal tax law will affect estate planning
- Ohio’s guardianship problem
- Options for transferring assets upon death
- Planning for health care costs in retirement
- Prince’s estate to pay more than $100 million in taxes
- Probate litigation in Ohio
- Protect your future by hiring an elder law attorney
- Protecting marital assets and applying for Medicaid
- Protecting the spouse when planning for long-term care
- Providing for pets in the nursing home
- Qualifying for Medicaid: Criteria for older adults
- Real estate mandates special will consideration
- Reasons to choose a trust over a will
- Reasons to create an estate plan
- Records suggest total value of Prince’s estate
- Risk mitigation important consideration for trustees
- Role of residence trusts in estate planning
- Securing tangible property after someone dies
- Selecting an executor
- Selecting estate planning agents
- Setting up a special needs trust
- Should you pre-plan you funeral or memorial service?
- Solving inheritance issues for minors
- Some may pay more for Medicaid next year
- Spendthrift trusts and thoughtful estate planning in Ohio
- Staying healthy into old age
- Steps to take after someone dies
- Strange final requests and estate planning
- Testators may need to live with unclear tax rules
- The benefits of an incentive trust
- The benefits of an irrevocable trust
- The benefits of IRA trusts
- The effects of an estate tax repeal
- The importance of beneficiary designations in estate planning
- The role of an estate planning professional
- The use of a living trust
- The use of charitable trusts in estate planning
- Things to review in an estate plan
- Tips for executors to make their jobs manageable
- Tips for finding an in-home caregiver for a parent
- Tips for long-term care planning
- Tips for reviewing an estate plan
- Tips for setting up an advance directive
- Transfer-on-death designation and survivorship affidavits
- Understanding the difference between testate and intestate
- Understanding your non-probate assets
- Using a durable power of attorney
- Using a trust to protect an inheritance
- Using pour-over wills to round out an estate plan
- Using the QPRT to reduce estate tax
- Using the Veterans Aid & Attendance Pension Benefit for care
- Using trusts for IRAs
- Using trusts in an estate plan
- Using trusts in estate plans
- What are the powers of a guardian?
- What are the pros and cons of some common trusts?
- What happens in the probate process
- What happens when Mom and Dad can no longer manage money?
- What happens when trusts end
- What is a Miller Trust? Do I need one?
- What is non-probate?
- What is probate and how does it work?
- What makes a will legal in Ohio?
- What people get wrong about legacy planning
- What to include in a will
- What to know about probate
- What Will Happen To Your Pet If You Die First?
- What you need to know about qualified income trusts
- When trusts are better for adult children
- When your debt is greater than your estate
- Who has the authority to make funeral arrangements?
- Who oversees an estate if there is no will?
- Who qualifies for Medicaid?
- Why a will is the only way
- Why a will may be important at any age
- Why does probate take so long in Ohio?
- Why is in-home care so costly?
- Why Ohio residents should avoid DIY probate
- Why self-prepared wills can be a problem
- Will an Heir File a Claim Against Your Will?
- Wills aren’t just for the wealthy
- With a blended family, you must protect your children’s share
- Writing a letter of final wishes
- You may be surprised to find out you are a beneficiary
- You, too, should have an estate plan