Planning for a child with special needs requires extra care. Individuals with special needs often depend or will depend on needs-based government benefit programs like Supplemental Security Income (SSI) and Medicaid, which have strict income and asset guidelines for eligibility. Because of those guidelines, leaving an inheritance outright to a child with special needs who […]
Category: Estate Planning
Dec 14, 2018|
With the New Year quickly approaching, many people are brainstorming ideas for their “New Year’s Resolution.” Need some ideas? You should consider finalizing your estate plan! After all, what better way to start the New Year than planning for your future and that of your loved ones? While many people associate estate planning with the […]
Nov 02, 2018|
Clients often express relief after finalizing their estate planning documents. However, even after all your documents are signed, there are still further steps that you should take to ensure that your affairs are in the best possible order.
Avoiding Probate Administration of Your Ohio Real Estate: Survivorship Deeds & Transfer-On-Death Designation Affidavits
Sep 12, 2018|
As an estate-planning attorney, one of the most common concerns that clients have is what will happen to their house upon their death.
Mar 11, 2016|
We generally recommend that our clients review their estate planning documents at least every three years, but major life events – births, adoptions, disabilities, deaths, marriages, divorces and moving – should also trigger a review and update of your estate planning documents.
Aug 27, 2014|
A recent study by the Harvard Business School explored the ways in which charitable behavior can lead to benefits for the giver.
May 16, 2014|
It has become more common to encounter clients whose lives are affected by a substance abuse problem in their family.