Family Wealth and Estate Planning in Ohio

Preparing to transfer assets and wealth to family members and loved ones during life is a very important consideration that demands thorough, efficient, and personalized planning. This process will involve determining the right amount and type of personal assets [...]

By |2021-09-16T16:49:33-07:00September 16, 2021|Estate Planning|

Medicaid Asset Protection Trust Attorney

Medicaid Asset Protection Trusts are an effective and valuable estate planning strategy that aims to meet Medicaid's asset limitations. When an applicant has an excess of assets, these Trusts can allow the applicant’s assets from being counted against his [...]

By |2021-09-16T16:53:15-07:00August 15, 2021|Asset Protection|

Medical Eligibility, Planning, & Asset Protection in Cleveland Ohio

Helping You Protect Your Assets, Every Step of the Way. When you or a loved one requires long-term medical care, there are methods to preserve assets in a way that Medicaid can still be qualified for. The cost of [...]

By |2021-07-30T15:48:27-07:00July 30, 2021|Asset Protection|

Power of Attorney vs. Legal Guardianship in Cleveland Ohio

Helping You Protect Your Assets, Every Step of the Way. Incapacitation can happen at any time, not just when a person is in his or her “golden years.” In a serious accident, a sudden illness or injury, and even [...]

By |2021-07-30T15:54:51-07:00June 29, 2021|Asset Protection|

How Medicaid Asset Protection Trusts Work in Cleveland Ohio

Helping You Protect Your Assets, Every Step of the Way. When a Medicaid applicant exceeds Medicaid’s asset limitations, a planning strategy that can help the applicant meet the limitations is a Medicaid Asset Protection Trust. An established trust can [...]

By |2021-07-30T16:04:44-07:00April 26, 2021|Asset Protection, living trust|
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