Probate. It’s a word that can evoke feelings of stress and uncertainty. While Ohio offers simplified probate procedures for smaller, less complex estates (such as Summary Release from Administration and Release from Administration, typically for estates under $45,000 with minimal assets), many families will encounter the complexities of full probate.

Qualifying for Ohio Nursing Home Medicaid can feel overwhelming, especially with ever-changing rules. Whether you’re planning ahead or responding to an urgent need, understanding the 2025 financial requirements is essential. This guide simplifies the process to help you make informed decisions.

Are You Missing Key Documents in Your Estate Plan?
Imagine this: something unexpected happens, and your loved ones are left scrambling, unsure of your wishes or how to handle your finances. It’s a situation no one wants to face, but it’s far too common without a solid estate plan in place. The good news? You can easily avoid this scenario by learning what estate planning documents you need to have that will provide protection, clarity, and peace of mind.

The new year is right around the corner, making now the perfect time to review your estate plan. With 2025 bringing key changes to tax laws and financial regulations, your current plan may need updates to keep it effective and aligned with your goals. Here’s what you need to know to prepare for the upcoming changes.

The holiday season isn’t just about gifts and celebrations—it’s also an opportunity to focus on what truly matters: your family’s future. With loved ones gathered, it’s a perfect time to consider adding an estate plan to your holiday priorities.

The Corporate Transparency Act (CTA), set to take effect in 2024, introduces new reporting requirements for certain entities, particularly LLCs. This law is designed to help prevent money laundering, fraud, and other financial crimes by requiring LLCs to disclose ownership information to the U.S. Treasury Department. The CTA is especially significant for family businesses and individuals with complex estate plans involving LLCs, as it directly impacts how ownership information is reported and stored.

As the year winds down, now is the perfect time to focus on one of the most important things you can do for your future: plan your estate. Whether you’re starting fresh or revisiting an existing plan, these five simple steps will help you stay on track before the New Year begins.

The executor of an estate is a vital figure responsible for settling a deceased person’s financial and legal affairs. When someone passes away, this individual ensures the wishes outlined in the will are carried out properly. Acting as an executor requires careful organization, decision-making, and often navigating complex family dynamics. Let’s explore what this role entails, the challenges involved, and how to choose the right person to serve as your executor.

As open enrollment in Ohio continues, both for employer healthcare plans and Medicare, now is an ideal time to review not only your healthcare coverage but also how it fits into your long-term estate planning goals. Health coverage decisions today can make a significant difference in the years to come, especially when you consider how they intersect with long-term care needs. Here in Ohio, I often see clients who hadn’t thought about how their health choices today might affect their estate in the future.

As Veterans Day approaches, it’s vital to recognize the unique estate planning considerations for veterans and their families. Unlike civilians, veterans have access to a suite of benefits, including survivor benefits, disability compensation, and pensions, all of which can significantly impact their estate planning decisions. Crafting a comprehensive estate plan requires understanding how these programs work and factoring military service considerations into your legacy goals.

When clients first see their completed trust document, one common question is: “Why is my trust so long?” At first glance, the detailed legal language can seem overwhelming, but there’s a good reason for every word. A thorough trust document is essential for ensuring your wishes are followed and preventing potential problems in the future. Let’s explore the importance of a trust and why the length and detail of your trust matter and how it protects you and your loved ones.

The Great Wealth Transfer is underway, with trillions of dollars set to be passed down from one generation to the next in the coming decades. This significant shift presents both opportunities and challenges for families, making estate planning more crucial than ever.