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Financial Products, Your Estate Planning Attorney and You

When people begin planning their estate for late-life or end-of-life needs, they are often bombarded with options for financial products. While your estate planning attorney isn’t strictly a financial advisor and generally doesn’t offer financial products directly, they can play a vital role in helping you decide on the best products for your needs. You [...]

By |2019-06-17T10:51:54-04:00November 20th, 2018|elder law, estate law, Nursing Home|1 Comment

Modern Issues in Estate Planning

As with just about every aspect of elder law, estate planning issues are constantly evolving and changing. Protecting your assets is more important than ever before. There are issues involving gifts, income taxes, estate transfers, powers of attorney, special needs beneficiaries and more. Making the right choices is essential for not just ensuring that you [...]

By |2019-05-28T04:34:46-04:00August 23rd, 2017|Cleveland Ohio Estate Planning, estate law|0 Comments

Estate Planning and Charitable Contributions

Recent developments in estate planning involve major shifts in how the IRS deals with taxable property, gifts, and generation skipping taxes. These new rulings have come down over the past couple of years, and with the current administration in place, it may be likely that we’ll see more changes in policy. Understanding how taxes work [...]

By |2019-05-28T04:35:03-04:00August 9th, 2017|Cleveland Ohio Estate Planning, estate law|0 Comments

Estate Planning and the Small Business

Estate planning is essential to making sure your personal assets are protected as you enter your senior years, and that when you pass on, your wishes regarding distribution of those assets are followed. It can avoid probate and protect your heirs from expensive taxes and legal fees. However, your small business may not be included [...]

By |2019-05-28T04:35:12-04:00July 26th, 2017|Cleveland Ohio Estate Planning, estate law|0 Comments

Estate Planning: How to Broach the Subject

Estate planning is an important subject and it’s one that is never too early to consider. Unfortunately, for most people it also involves facing the subject of their own mortality head-on, and nobody likes that. For this reason, the older people get, the less likely they are to be willing to talk about estate planning, [...]

By |2019-05-28T04:35:37-04:00July 5th, 2017|Cleveland Ohio Estate Planning, estate law|0 Comments

Why Estate Planning is Vital for Your Future

Everyone has assets, no matter how slight, and there are many ways to protect these assets and ensure that your last wishes are carried out. Learn why estate planning is vital and how a qualified estate planning attorney can play an important role in taking the right steps to protect your assets. The Elements of [...]

By |2019-05-28T04:35:47-04:00June 28th, 2017|Cleveland Ohio Estate Planning, estate law|0 Comments

Alzheimer’s vs. Dementia

It’s quite unfortunate, but too many people on the street and in the media use the terms “Alzheimer’s” and “Dementia” interchangeably. The truth is, while they may share some symptoms, the two conditions are distinct. The two conditions have different effects on the people who suffer from them, as well as have different treatment methods [...]

By |2019-05-28T04:36:13-04:00June 7th, 2017|Cleveland Ohio Estate Planning, estate law|0 Comments

Understanding the Basics of Estate Planning

Estate planning isn’t something about which people like to think. After all, planning for your death means that you have to think about your death. It is, however, an important thing to do, and without the right plan in place, your loved ones who you leave behind can find themselves lost and dealing with very [...]

By |2019-05-28T04:36:40-04:00May 25th, 2017|estate law|0 Comments

The Difference Between a Trust and a Will: Which is Right for You?

You’ve worked hard all your life trying to get ahead and leave something behind for your loved ones. You want to have some degree of control over who gets what. Everyone has an estate, even people who have relatively modest possessions, and that means you’ll need to decide on a strategy for taking care of [...]

By |2019-05-28T04:40:38-04:00February 23rd, 2017|a will, Cleveland Ohio Estate Planning, estate law|0 Comments

Estate Planning: Where to Begin

Most adults are aware of the importance of estate planning, of getting (and keeping) your affairs in order so that when you pass on, your loved ones have an organized roadmap to follow in taking care of your desires. A solid estate plan, however, requires a great deal more than just a last will and [...]