How To Protect Your Home And Assets With Estate Planning

The Blog was Posted on April 1, 2024 at 6:27 am by admin

Estate planning is a crucial process that allows individuals to manage their assets during their lifetime and ensure that their wishes are carried out upon their passing. In Ohio, as in many other states...

Estate Planning for Blended Families in Ohio: Key Considerations

The Blog was Posted on February 27, 2024 at 12:44 pm by admin

Estate planning can be a complicated legal process, especially for blended families in Ohio. The complexities of family dynamics, financial considerations, and legal implications necessitate careful cons...

Estate Planning With IRAs And Other Qualified Money

The Blog was Posted on February 16, 2024 at 1:07 pm by admin

  Take the following example: Parent has $100,000 in an IRA, has two children, and two grandchildren. The parent wants to leave each child 35% of the IRA, and each grandchild 15% of the IRA. Howe...

What Seniors Should Know About Medicaid Planning In Ohio

The Blog was Posted on February 6, 2024 at 5:03 pm by admin

Medicaid planning is a strategic approach to arranging an individual's financial assets and healthcare needs in a way that ensures eligibility for Medicaid benefits. In Ohio, this involves a careful bala...

Essential Components Of An Ohio Estate Plan

The Blog was Posted on January 23, 2024 at 12:19 pm by admin

Creating an estate plan in Ohio may seem daunting, but it's a vital endeavor that holds the key to safeguarding your financial future and ensuring the precise allocation of your assets in accordance with...