Many times when I’m working with the family after the death of a loved one, I do what we call fill up the buckets. The first thing I have to identify is, is the different types of assets that the family has, whether it’s a house, a checking account, a brokerage account, an insurance policy, …Read More
A lot of folks will come to us with what’s called a community or healthy spouse. And unfortunately, that means one parent or loved ones in a facility, the other person or a loved one is able to stay at home in a community. One of the best deductions we have is the protection of …Read More
A lot of folks will come to us because of the needs of their parents with serious memory issues. We hear the word Alzheimer’s. We hear the word dementia. And unfortunately, they don’t have the capacity to make a good or a bad decision. The first thing we’ll ask for is, well, do you …Read More
A big part of estate planning nowadays is efficiency. In the old days, it was taxes, taxes, and more taxes. Taxes are still out there, but most often folks will come in and say, “Chris, I want to make things a little easier for the next generation. I just settled the estate of my parents, …Read More
A lot of clients will come to us and they want to protect the property, and they’ll ask us to simply transfer or gift the property outright to their children. We’re hesitant to do that for a few reasons. We have to look out for the best interest of the client, and if we …Read More
A lot of clients come to us and they are taking care of their parents. They’re acting in what we call fiduciary relationship, usually as the power of attorney. The client will ask a lot of questions as far as responsibility goes, and as long as you’re acting prudently or in the best interest of …Read More
We’re an elder law firm that deals with traditional planning as well as crisis planning. And a big way to handle crisis planning is through certain benefit programs, mainly the Medicaid system. Medicaid can help cover for home healthcare, assisted living, all the way up to skilled care. But Medicaid is a needs-based program. …Read More
We’re an elder law firm in Lebanon, Ohio. A big part of our practice is helping folks through a medical crisis, and people confuse Medicare and Medicaid when they work through that crisis. Medicaid is long-term care need. Medicare is more health insurance. Now, Medicare will cover some hospital stays if there’s a need, …Read More
We help folks through traditional planning as well as crisis planning. And much of our practice is devoted to the idea of helping someone settle an estate. And this gets confusing for folks because the person who settles the estate is commonly referred to as the administrator of the estate. It doesn’t mean that they’re …Read More
We’re an elder law firm that helps folks with traditional planning as well as crisis planning. Many times when I’m working with a family after the death of a loved one, I do what we call fill up the buckets. The first thing I have to identify is the different types of assets that the …Read More
