Blog
Blog

Preparing for Healthcare Enrollment, Long-Term Care, and Your Estate Plan

in Estate plan long-term care medicare open enrollment open enrollment

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.

read more

Appoint a Guardian to Keep Your Kids In Safe Hands At All Times

in 2021 business trends adult children advanced directives Aging in America arbitration beneficiaries blended families Business disputes business models business valuation methods commerce Conservatorship corportate transparency act court appointed guardian COVID-19 dementia digital business disabled child e-commerce Estate plan estate planning estate tax executor Fiduciary Financial Elder Abuse: Awareness and Prevention Guardianship health care power of attorney health-care proxy incapacity irrevocable life insurance trust Justice in Aging Last Will and Testament living trust living will long-term care mediation medicaid planning personal property personal property memorandum power of attorney powers of attorney Prenuptial agreement Probate probate attorney Probate court property ownership Real estate Senior Poverty Small business SWOT analysis Small business trends Small business valuation Social Security Special needs planning testament trust Trusts will wills

Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations.

read more

Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs

in 2021 business trends adult children advanced directives Aging in America arbitration beneficiaries blended families Business disputes business models business valuation methods commerce Conservatorship corportate transparency act court appointed guardian COVID-19 dementia digital business disabled child e-commerce Estate plan estate planning estate tax executor Fiduciary Financial Elder Abuse: Awareness and Prevention Guardianship health care power of attorney health-care proxy incapacity irrevocable life insurance trust Justice in Aging Last Will and Testament living trust living will long-term care mediation medicaid planning personal property personal property memorandum power of attorney powers of attorney Prenuptial agreement Probate probate attorney Probate court property ownership Real estate Senior Poverty Small business SWOT analysis Small business trends Small business valuation Social Security Special needs planning testament trust Trusts will wills

It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and care of their child is properly handled. Or sometimes, they tell me they didn’t know they needed to do anything at all.

read more