WELCOME TO OUR ESTATE PLANNING & ELDER LAW BLOG
Digital Asset Planning: How to Include Crypto, Social Media, and Online Accounts in Your Estate Plan
Digital assets deserve the same attention as physical ones. Start digital asset planning to ensure they end up with the people you intend.
Don’t Let Your Legacy Be “Maxed Out”: How Credit Card Debt Can Affect Your Estate Plan
Credit card debt can severely affect the number of assets within your estate. If your cards are maxed out, you might have less than you think.
The Definition of Probate According to Ohio State Law
Probate: the word dreaded by many. No one wants to find themselves entangled in legal matters, family inheritance disputes, or making significant decisions that impact their loved ones.
The Medicaid 5-year Look Back & How to Avoid Being Penalized
Providing financial documentation to prove you haven’t violated any of the Medicaid 5 Year Look Back rules is a crucial step in the application process.
Why a Revocable Living Trust is Essential for Your Estate Plan
A revocable living trust—an arrangement in which you set certain assets aside to be distributed by a designated individual after your death.
The Importance of Estate Planning for Single Parents
Estate planning for single parents is vital. Getting your estate in order sooner rather than later is important for protecting your family.
Demystifying Estate Planning: A Comprehensive Glossary of Key Terms
To help you better understand the intricacies of estate planning, we’ve compiled a comprehensive glossary of key terms.
What is an Elder Law Attorney and How Can They Help?
Just as you rely on specialists for your finances or real estate, an elder law attorney provides crucial expertise in navigating the legal challenges that arise later in life. But what exactly does an elder law attorney do, and why should you invest in their services?...
Know the Basics of Estate Tax Planning
The following article is dealing with gift tax issues and not Medicaid issues. For Medicaid transfers, any transfer over $500 is looked at as an improper transfer. Before making any gifts, you should consult with your attorney. You’ve worked hard for all you’ve...
The Probate Surprise: Why You Need a Plan (Even if You’re Young)
Most people think estate planning is only for the elderly or the super-wealthy. But the truth is, if you have a pet, kids, a bank account, or even just preferences for your medical care, you need an estate plan. So why don't young adults start future planning sooner?...
Unveiling Medicaid’s Mysteries: A Look at Medicaid Planning Strategies
When most people think of Medicaid planning, they think of a program that provides health insurance to low-income individuals. The fact is that Medicaid offers several services, and in addition to providing coverage to people with limited resources, Medicaid covers...
New Year Same Estate Plan: Keep Yours Updated for 2025
As the new year begins, many people set goals for fitness, career, and finances—but what about your estate plan? While financial goals are often at the top of mind, reviewing and updating your estate plan is as equally important to ensure your legacy and finances are...

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