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Estate Planning
November 7, 2025
Executor’s Guide to Insolvent Estates Serving as an executor is stressful even in the best circumstances. When you realize the estate has more bills than money, that stress can spike fast. Medical debt, credit card bills, nursing home charges, and tax notices start arriving at once. […]
November 1, 2025
How to Protect SSI & Medicaid Families caring for a loved one with disabilities think about the future more than most. You’re planning for dignity, stability, and continuity of care, often long after you’re gone. The very programs your loved one relies on, SSI and Medicaid, […]
October 21, 2025
House Stealing in Ohio Is on the Rise Imagine waking up to find your house ‘sold’ without knowing, not by a break-in but via fake paperwork submitted online to the county recorder’s office. This scam, known as “house stealing” or deed fraud, is growing more common […]
August 25, 2025
Medicaid Estate Recovery Medicaid is often the safety net that makes long-term care affordable, but in Ohio, there’s a catch… Once you pass away, the state may try to collect repayment from your estate. This process, known as Medicaid Estate Recovery, can put your family’s home, […]
July 5, 2025
Executor Duties in Ohio So, you’ve been named executor. Maybe your parent trusted you to handle their affairs. Perhaps you’re the responsible sibling, the organized one, or just the one who didn’t say “no.” However it happened, the job is now yours, and if you’re like […]
May 17, 2025
Preparing Your Estate to Avoid Probate Pitfalls America is on the cusp of the largest handover of wealth in history. Economists call it the “Great Wealth Transfer,” and it’s already in motion. Over the next two decades, Baby Boomers are expected to pass down an estimated […]
May 4, 2025
A Ticking Clock on Tax-Free Transfers A major deadline is approaching for high-net-worth families: the generous federal estate tax exemption, temporarily doubled under the 2017 Tax Cuts and Jobs Act, is scheduled to “sunset” on December 31, 2025. In simple terms, the wealth you can pass […]
December 3, 2024
Strategies for Estate Planning Under TCJA The Tax Cuts and Jobs Act (TCJA) of 2017 ushered in significant changes to federal estate, gift, and generation-skipping transfer (GST) tax exemptions, offering unprecedented opportunities for tax-free wealth transfers. However, these elevated exemption levels are set to expire at […]
November 22, 2024
Protecting Your Digital Wealth for the Future In this wild AI-infused world we are now living in, people own more intangible assets than ever before, from online accounts and intellectual property to cryptocurrencies and social media profiles. Despite their increasing importance, digital assets are often neglected […]