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Blog2020-05-06T23:32:59-04:00

Passing on Debt

By |January 15th, 2015|Categories: Retirement Planning|Tags: |

A common question many seniors and their families have is if parental debt can be passed to adult children. The short answer to that question is no, as long as the adult children did not co-sign for the debt. Wanting to take care of the debt is understandable however. So [...]

The Medicaid Gift Penalty

By |January 11th, 2015|Categories: Ohio Medicaid|Tags: |

Something to be aware of when you or a loved one is applying for Medicaid is the Medicaid gift penalty. If you or your loved one has given a substantial gift to someone in what is called the lookback period they can be subject to a penalty that will suspend [...]

Maximize Your Social Security Benefits

By |January 9th, 2015|Categories: Ohio Law|

Many retirees rely on Social Security as their main source of income in their retirement years. In order to do this, here are some tips to maximize your Social Security Benefits. Wait Until 65 While it might be tempting to start cashing in when you are first eligible for benefits, [...]

Investigating State Medicaid Laws Before Moving

By |January 7th, 2015|Categories: Ohio Medicaid|Tags: |

While Medicaid is a federal program that every American may qualify for the program is administered by the states. This means if you or an elderly loved one are considering moving to another state, they may experience a change in their Medicaid benefits due to the move. Asset and Income [...]

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