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My Ohio Estates is an Estate Planning & Elder Law Firm Ready to Serve You

You earned it. Let’s protect it.

At My Ohio Estates, our focus is your vision, issues and challenges. We represent clients who are planning for the future as well as those who experience a sudden change in circumstances, and it is our goal to make sure that you, your family, and your assets are protected. The purpose of planning is not only to safeguard and control assets, but to make sure everyone involved is protected today and in the future. It is our job to put together an estate plan that not only addresses probate avoidance and asset control after death, but one that also anticipates future lifetime challenges, such as long-term care, incapacity and pre-death family issues.

Here to guide. Here to help.

When unexpected challenges are thrown your way, you need a compassionate and skilled advisor by your side to help you gain control. Whether we are helping you protect your hard-earned assets, plan for long-term care and Medicaid, or administer the estate of a loved one, we will handle your matter with diligence and professionalism.

The creation of an estate plan is only the beginning. We view planning as an on-going, long-term relationship, and we stay in touch with our clients and meet with them periodically to thoroughly review plans to ensure control and protection.

Please take advantage of a complimentary consultation by filling out the online contact form so that we can determine the best approach for you.

Our Areas of Practice

Living Trust &

Wills

Elder Law

Estate Planning

Probate, Estate &

Trust Administration

View All Areas of Practice

Our Areas of Practice

Elder

Law

Learn More

Estate

Planning

Learn More

Probate, Estate &

Trust Administration

Learn More

Living Trust &

Wills

Learn More
View All Areas of Practice

Dedicated to Representing Individuals & Their Families in Planning Their Estates & Protecting Their Assets

Depending on your unique circumstances, a skilled estate planning and elder law attorney will be able to help facilitate the process for you.

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When considering creating a living trust in the State of Ohio, it is important that you understand that a revocable living trust can have many advantages. A trust can offer you privacy, control, and flexibility that is often not available in other forms of estate planning.

In Ohio, a living trust will own your property and assets during life and it will also continue to own them and distribute them after your passing. The individual who creates a revocable living trust is referred to as a grantor, and the manager of the trust is referred to as a trustee. As a grantor, you will have the ability to transfer the ownership of your property into the trust. Once the assets are placed in the trust, the trust will be managed during your lifetime for your benefit and then for your beneficiaries after your passing.

If you would like to discuss creating a living trust, My Ohio Estates can provide the assistance you need to build the trust that works best for you. Estate planning should always be tailored to suit your individual needs, and you must establish a strategy that works best for you, your loved ones and beneficiaries, and your assets. To ensure you create a plan that is right for you, consider obtaining the support of My Ohio Estates.

Many older adults are concerned with how to protect their retirement savings from being depleted by long-term care costs. Another concern is figuring out how to keep real estate and other assets within the family and avoid losing them to the government. Seniors need to understand that their concerns are legitimate. Unfortunately, in order for seniors to qualify for government aid, such as Medicaid, stringent requirements must be met.

One of the country’s major health insurance providers is Medicaid, offering health care as well as long-term care aid to over 52 million people. To qualify for Medicaid in the State of Ohio, it is necessary to meet certain criteria. This includes a minimum age, an Ohio residency, and U.S. citizenship. Additionally, applicants must also meet asset and income limits.

It is important to note that when seeking Medicaid qualification, the calculations and standards used by the state Department of Job and Family Services are extremely strict. If there is an improper transfer of property or money, then this will result in immediate disqualification from receiving benefits provided by the Medicaid program. For this reason, it is highly recommended that professional legal counsel is obtained before a transfer is made.

My Ohio Estates is committed to providing comprehensive estate planning and elder law services. Planning for the future is never an easy task, particularly when it comes to protecting property and assets from the government and determining how they will be distributed after death. Establishing a cohesive plan of action is an important step to take, especially for older adults. With the support of a skilled elder law attorney, you can gain peace of mind as you think about your future and the future of your loved ones.

The overall planning of an individual’s property and assets is called estate planning. Estate planning can include the creation of wills, powers of attorney, trusts, as well as the planning for taxes following the person’s death. When it comes to preparing for sudden incapacitation or death, it is important to consider numerous factors in order to meet a person’s goals. These factors include state laws, insurance, investments, tax, financial considerations, charitable causes, and family dynamics.

Estate planning should always be tailored to meet the specific circumstances of each person’s situation. Generally, estate planning will entail the creation of a will or trust, creating powers of attorney, appointing guardians for minor children, organizing funeral arrangements, and appointing an executor or trustee to oversee the will or trust terms.

Every person needs an estate plan in order to protect loved ones and assets. Estate planning is vital, regardless of marital status, age, and the amount of property and assets. Every estate plan should be created to conform to each person’s unique situation. At My Ohio Estates, the firm will tailor the estate plan to meet your individual needs and goals. The primary focus of the firm is to successfully resolve your legal matters and make the process of settling property and financial affairs run as smoothly as possible.

My Ohio Estates is often sought as part of their clients’ end-of-life considerations. For this reason, the firm always performs with utmost compassion and dedication. Make sure your interests are protected by contacting the law firm today.

When families are faced with the loss of a loved one, it is likely that concerns regarding the administration of the decedent’s probate estate or trust will arise. If a person dies with property or other assets in his or her name that had not been previously transferred or designated to transfer to another party through proper estate planning, then these assets will be subject to probate. If assets need to transfer through probate, a probate court will oversee the management and distribution of property and assets to make sure that they go to the rightful beneficiaries, heirs, and/or creditors.

Moreover, following the death of a person, disputes about the decedent’s estate can often arise among beneficiaries and family members. Fortunately, with the support of a well-versed probate attorney, the dispute over the ownership of property or assets can be solved. A skilled attorney will work aggressively to achieve the goals of the client, all while being sensitive to family relationships

When administering a loved one’s final affairs, there are distinct step-by-step procedures to take. My Ohio Estates is a probate law firm that has significant experience in working with probate courts in the State of Ohio. The firm can provide you with the immediate attention you deserve and help you smoothly administer an estate or trust. Through extensive experience in Ohio probate law, My Ohio Estates has developed an efficient and exceptional process to meet the state’s laws. Fulfilling the decedent’s final wishes and protecting the interests of executors, administrators, trustees, and beneficiaries are the firm’s top priorities.

Estate planning is a process that is often thought of for the wealthy, when in fact it is a process that anyone can benefit from. Estate planning provides an avenue to help you take control of your assets and determine how they will be managed during and after your lifetime. Through the use of health and financial powers of attorney and trusts, you can ensure that your medical care wishes will be carried out and that your assets will be managed properly in the event of incapacity or a health crisis. It is often impossible to determine when a health crisis, incapacity or death will happen, which is why it is important to get your affairs in order and establish an estate plan that protects you, your loved ones, and assets now and in the future.

My Ohio Estate planning and Elder Law, has dedicated his career to representing individuals and their families in planning their estates and protecting their assets. Handling the intricacies of an inheritance, managing one’s own estate, and planning for long-term care involve complex factors that should be considered. Whether you are inheriting money or attempting to establish control over your estate, consider speaking to an experienced estate planning and elder law attorney. Depending on your unique circumstances, a skilled estate planning and elder law attorney will be able to help facilitate the process for you. Consider contacting My Ohio Estates today for a no-obligation consultation.

Mary M.

“I was referred to My Ohio Estatesfrom a friend. The meeting process was very good and easy to understand. Alex Carr is extremely knowledgeable and explained everything to me in detail. He is super friendly and made sure that I understood everything!”