Articles

Navigating an Estate Plan in the New Year

Jeff and I are speaking this week at Fisher-Titus on estate planning. The topics we intend to cover relate to the probate process, planning strategies for the personal residence, joint unified trusts and financial durable powers of attorney. Take a look at our flier below. We’d love to see you there! view article


The 4 Questions to Answer Before Making Gifts [Part 3 of 4]

In our estate planning and elder law practice, we talk with many clients who are interested in making significant gifts of assets during their lifetimes to their children. Anytime we meet to discuss lifetime gifting, we inevitably discuss 4 topics of consideration: 1. Will the gift create federal gift tax problems? 2. Will the gift… View Article view article


Trusts and the Probate Process

Many Ohio residents set up revocable living trusts to administer assets both before and after their lifetimes.  There are a number of different reasons to undertake trust planning, but one of the reasons often given is to “avoid probate.”  However, setting up the trust by itself, without taking any further steps, won’t cause an individual’s assets to… View Article view article


[Video] FAQ: Will the Government Take my Assets if I Need Nursing Home Care?

Frequently Asked Question: Will the Government Take my Assets if I Need Nursing Home Care?   view article


The 4 Questions to Answer Before Making Gifts [Part 2 of 4]

In our estate planning and elder law practice, we talk with many clients who are interested in making significant gifts of assets during their lifetimes to their children. Anytime we meet to discuss lifetime gifting, we inevitably discuss 4 topics of consideration: 1. Will the gift create federal gift tax problems? 2. Will the gift… View Article view article