On behalf of Kathryn T. Joseph & Associates, Inc. | Sep 29, 2016 | Firm News, Trusts
Ohio residents who are creating an estate plan may want to consider the role that trusts might play. Trusts can be helpful in a variety of situations and at many different income levels. There are many different types of trusts as well. For example, there are...
On behalf of Kathryn T. Joseph & Associates, Inc. | Sep 22, 2016 | Estate Administration & Probate, Firm News
While a DIY project may be less costly than having a professional do it, it may not be the best way to go about it. Probate is generally one of those projects that an individual may want to leave to a professional. This is because there are up to 130 different...
On behalf of Kathryn T. Joseph & Associates, Inc. | Sep 15, 2016 | Firm News, Medicaid And Medicare
If you or a loved one needs Medicaid services in Ohio, new changes to the law can affect your eligibility. As of July 2016, Ohio residents earning over a monthly income cap must create a Miller Trust to continue receiving needed services. What is a Miller Trust? A...
On behalf of Kathryn T. Joseph & Associates, Inc. | Sep 14, 2016 | Firm News, Trusts
Not everyone has the ability to manage their finances well. Some Ohio parents may have concerns about whether their children are responsible enough to handle a significant inheritance. Even people who usually make wise financial choices can make mistakes when they...
On behalf of Kathryn T. Joseph & Associates, Inc. | Sep 7, 2016 | Firm News, Trusts
While the federal estate tax exemption is high enough that few people need to be concerned about it, others worry that the exemption, which in 2016 is $5.45 million for an individual, might one day be reduced or even eliminated. Ohio homeowners who are in the latter...
