WELCOME TO OUR ESTATE PLANNING & ELDER LAW BLOG
Investing in your Future: What to Do with an Inherited 401K or IRA
Before the SECURE Act being signed into law on December 20, 2019, a common strategy for ensuring a beneficiary gained the largest possible benefit from an inherited IRA was to “stretch” distributions throughout their lifetime and thereby avoid unnecessary income tax....
Difficult Conversations: How to Talk to Your Parents About Their Need for an Estate Plan
There comes a time in every parent-child relationship where the hierarchy of caretaker and caregiver flips. Rarely is this a comfortable moment—after all, when is change ever easy? What’s important to focus on is, the potential difficulties can be mitigated by...
The Top 8 Reasons to Revise and Review Your Estate Plan
Conventional wisdom states that you should revise your estate plan every three or so years or any time a major life event occurs. This is not only because as you age, your priorities change and your family evolves, but also because estate planning legislation is...
What Women Need to Know About Estate Planning Right Now
On the very short list entitled “Covid-19 Silver Linings” there is one especially noteworthy item: due to the pandemic women, more than at any other time, are taking control of their finances. This is, of course, a development that has been in the works for years....
Using 2020 Finances to Plan for an Improved 2021
You’re far from alone if the idea of revisiting your 2020 financial performance makes you shudder. After all, it wasn’t an easy year for anyone (except maybe Jeff Bezos and Elon Musk). Fully 62% of US adults report falling short of their 2020 financial goals while...
The Importance of Estate Planning for Entrepreneurs & New Small Business Owners
The year 2020 left us little to celebrate and yet it wasn’t without silver linings. To point this out is not to make light of the extraordinary pain so many have suffered (and continue to suffer), but simply to acknowledge the few good things that 2020 left behind....
Start the New Year off Right by Ensuring Your Estate is Set Up for Success in 2021
No one, except maybe Jeff Bezos, Elon Musk, and the rest of America’s billionaires, would call 2020 a good year. After all, while the ultra-rich have gotten ultra-richer, the rest of us have been weathering a pandemic and economic downturn of historic proportions....
How to Protect Your Assets from Nursing Home Care Costs
When you think of leading causes of bankruptcy, job loss, divorce or separation, and poor credit management probably come to mind. While there’s no doubt that all of the above are frequent culprits, medical expenses are the single most common cause of bankruptcy in...
Elder Year Health and Home Options: Considerations to Keep in Mind
The holiday season is about gathering friends and family, sharing love, exchanging gifts, and celebrating long-held family traditions. It is a time of year that bridges distances, if only for a moment, and reminds us of our deepest connections. Inevitably, it is also...
It’s Never Too Late—Or Too Early—To Plan for Long-Term Care
In times such as these, it can feel as if folks can’t agree on anything and yet few will argue that 2020 could hardly have been worse. After all, nobody imagined the perfect storm a pandemic tangled by politics would provoke. Unfortunately, 2020 isn’t over and if you...
Probate Horror Stories and Why They Are So Prevalent
In the world of music, Prince is known as a once-in-a-generation talent; in the world of estate planning, he is known as the provocateur of Minnesota’s most complicated probate court case. The brilliant artist who died in 2016 did so without a will leaving an...
Family Business: Creating a Fair and Equal Succession Plan
If you own a family business, you already know the possibilities for conflict are endless. Bring estate planning into the mix and the territory becomes a veritable minefield. For this very reason, many folks put off the issue until too late. As unpleasant as wading...
SUBSCRIBE TO OUR BLOG NEWSLETTER
Sign-up to receive our blogs via email! While you are off living life with you're loved ones, we'll make sure you never miss out on any valuable estate planning content and notify you when new blogs become available. Subscribe now!
FREE ASSET RISK ANALYSIS
DON’T LET LONG-TERM HEALTH CARE COSTS DRAIN IN MONTHS WHAT YOU HAVE SAVED OVER A LIFETIME!
CONTACT THE DELIBERATO LAW CENTER
If you are ready to get started with estate planning, Medicaid planning or any other elder law services, or just need to ask a question about how to protect your assets, please complete the brief form below and a member of our legal team with get in touch with you shortly!
LAW FIRM LOCATIONS
Independence, OH
6200 Rockside Road
Suite 300
Independence, OH 44131
216.341.3413
Dublin, OH
6000 Venture Dr.
Suite A.
Dublin, OH 43017
614.344.0456
