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When learning how to include a charity in your estate plan, you generally need three things working together: a will or trust that names the...

Your Financial Power of Attorney Might Have a Gap, Right When Social Security Arrives Most families with a signed, current power of attorney assume their...

If you've read that the federal estate-tax exemption is $15,000,000 in 2026 and did the math for your marriage — "so we're covered up to...

Beneficiary designations may seem like a small part of your estate plan, but they could control who receives important assets after your death. Retirement accounts,...

Long-term care expenses are one of the most underestimated threats to retirement security. For Jim and Laura (names anonymized) —a retired couple with a net...

Mark and Linda D. (names anonymized) didn't think they needed much. When they first came to us many years ago, they just wanted basic estate...

When wealth passes at death, two separate federal taxes may apply: an estate tax assessed on large estates before assets reach heirs, and an income...

When one spouse needs nursing home care, many couples fear the same thing: that the cost will leave the healthy spouse with nothing. That fear...

The Medicaid caregiver child exception is a provision in federal Medicaid law that allows a parent to transfer their primary residence to a qualifying adult...

Ohio’s Long-Term Care Partnership Program (LTC4Me) is a public-private initiative that links qualifying private LTC insurance policies to special Medicaid asset protection. For every dollar...