Estate Planning for Children with Special Needs
November 25th, 2025
Estate planning for children with special needs requires careful consideration. If you’re a parent of a child with a disability, there are a number of tools you can use to provide for them in accordance with your wishes. While the unexpected can ha…
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Categories: Estate Planning
When to Revisit Your Estate Plan
October 31st, 2025
Once you have drafted your estate plan, it should not be put in a drawer and forgotten. It’s essential to revisit it from time to time to ensure it still reflects your wishes. By conducting a review on a regular basis, you can ensure that your esta…
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Categories: Estate Planning
How to Incorporate Digital Assets and Online Accounts into Your Estate Plan
September 30th, 2025
While many people think of distributing assets such as real estate, bank accounts, and vehicles when planning their estates, it’s important not to overlook assets in digital form. In today’s technology-driven society, most people possess several…
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Categories: Estate Planning
Understanding the Medicaid Look-Back Period
August 28th, 2025
Nursing home care is costly — and in order for Medicaid benefits to cover these expenses, strict eligibility criteria must be met. For a person to qualify for Medicaid, they must have limited income and very few assets. To prevent individuals from…
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Categories: Elder Law
The Importance of Incapacity Planning
July 31st, 2025
The unexpected can happen at any time — and a person can suffer a debilitating illness or accident-related injury at any age. While a last will and testament only goes into effect upon your passing, it’s crucial to have the necessary legal docume…
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Categories: Estate Planning
Differences Between a Transfer on Death Account vs. a Payable on Death Account
June 30th, 2025
If you’re beginning the process of estate planning, there are a wide range of tools that are available to you. Payable on death accounts and transfer on death accounts are two designations that can be used to transfer assets to your loved ones afte…
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Categories: Estate Planning
Estate Planning Tips to Help Avoid Sibling Rivalry
June 5th, 2025
Even when siblings seem to get along, underlying family conflicts can rise to the surface when a parent passes away. Grief, stress, heightened emotions, and unresolved issues from the past can be exacerbated by the process of administering a parentâ€â€¦
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Categories: Estate Planning
What Happens When You Don’t Have an Estate Plan?
April 30th, 2025
Having a comprehensive estate plan in place is crucial if you wish to control what happens to your property after you pass away. However, many people delay creating an estate plan or think they don’t need one. This is a mistake that can lead to an…
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Categories: Estate Planning
What is a Testamentary Trust?
March 31st, 2025
A trust is a legal tool where one person (a grantor or settlor) gives assets (money or property) to another person or organization (trustee) to manage for the grantor/settlor. A trust can be for the benefit of the grantor/settlor or another. A testam…
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Categories: Trusts
Differences Between a Last Will and Testament vs. Living Will
March 7th, 2025
A Last Will and Testament and a Living Will are two types of Ohio estate planning documents for recording a person’s wishes for when the person can no longer speak for themselves. In the most general terms, the two legal documents differ in the tim…
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Categories: Living Wills
