ESTATE PLANNING
A trusted team of estate planning attorneys, here to help you protect what matters most.
THANK YOU FOR DOWNLOADING THE ESTATE PLANNING GUIDE
We hope you find this resource helpful. If you have any questions or would like to schedule a consultation, we would love to hear from you. If you have any issues with the PDF below, click here to download the document.
ESTATE PLANNING ARTICLES
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.
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.
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...
READY TO PROTECT YOUR FAMILY & LOVED ONES?
The best advice that we can give you is to start planning early. No one knows what the future may bring, so the sooner you start planning, the fewer surprises there are likely to be. Contact us today for a consultation. We are glad to help.
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
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