Helping You Protect Your Assets, Every Step of the Way. A living trust is a legal arrangement in which a person, referred to as a trustee, manages the property for another, also known as a beneficiary. In Ohio, you [...]
Special Needs Trusts are an exceptional legal vehicle used to protect loved ones with disabilities. When a parent has a dependent child with special needs, a Trust should be established to protect the child’s financial security. Without a Trust [...]
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 [...]
In Ohio, probate courts will validate or sometimes invalidate a person’s Will. This process will also fulfill other functions, such as supervising the party named in the Will, known as the executor, to make sure the decedent’s last requests [...]
Putting beneficiary designations on assets can be a convenient way to avoid probate at death. There are two types of beneficiary designations: Payable-on-death (POD) designations and Transfer-on-death (TOD) designations. POD designations are typically for checking and savings accounts, money [...]
