Estate Planning Archives - Page 2 of 7

March 18, 2026

Will Medicaid Take My House? What Ohioans Need to Know

When a loved one needs nursing home care, the financial questions come fast. Chief among them: "Are we going to lose the house?" It's a...
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March 17, 2026

What Is Ohio Medicaid Spend-Down?

If you worry about paying for long-term care while protecting your hard-earned assets, you are not alone. Many families are surprised to learn that Medicaid...
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March 17, 2026

Power of Attorney vs. Guardianship

Thinking ahead about illness or incapacity often raises questions about the distinction between power of attorney and guardianship. Many people do not realize how much...
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December 19, 2025

Cross-Border Estate Planning: Protecting Assets in India and Ohio

Living in the United States while maintaining strong ties to India is a reality for many families in Central Ohio. You may have built a...
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December 19, 2025

What Estate Plan Documents Should I Have?

There are many reasons why you may choose to create an estate plan. Whether you want to control your legacy, minimize taxes, or prevent family...
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June 3, 2025

ESTATE PLANNING FOR EVERYONE

Have you ever wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not...
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June 3, 2025

3 SIGNS YOU NEED TO UPDATE YOUR ESTATE PLAN

Has it been a while since you last reviewed your estate plan? Or maybe you just haven’t had time to create one yet? Whether you...
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June 3, 2025

UPDATE YOUR ESTATE PLAN DURING RETIREMENT

Retirement is a time of change, and it's important to update your estate plan to reflect your new lifestyle. Whether you already have an estate...
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June 3, 2025

3 ESTATE PLANNING CONCERNS FOR SELF-EMPLOYED INDIVIDUALS

Being self-employed is no easy task. While you may have more freedom than the average worker, a lot of responsibilities lie on your shoulders. Working...
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June 3, 2025

WHAT HAPPENS TO YOUR VIRTUAL WALLETS AT YOUR DEATH?

Have you heard the saying, 'Nothing ever dies on the Internet'? While this is typically used as a warning about being careful what you post,...
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