FREE GUIDES & RESOURCES
Helping you make informed decisions every step of the way.
FREE ASSET RISK ANALYSIS
DON’T LET LONG-TERM HEALTH CARE COSTS DRAIN IN MONTHS WHAT YOU HAVE SAVED OVER A LIFETIME!
DISCOVER THE 5 SIMPLE MISTAKES THAT THREATEN YOUR IRA
Most people think protecting your IRA is complicated.
The truth is once you know the rules it can be simple and with help from a professional, you can save hours of work and thousands of dollars. Complete the brief form below to download the free e-Book!
AN INTRODUCTION TO SETTLING AN ESTATE THROUGH PROBATE
Most people think probate is something to be avoided at all costs.
The truth is once, in most instances, probate cannot be avoided, but you can prepare for it. This booklet will teach you what probate is, and how to navigate the process while also dealing with the loss of your loved one. Complete the brief form below to download the free e-Book today.
DOWNLOAD THE SANDWICH GUIDE GENERATION FREE E-BOOK
Download Matt’s comprehensive resource for adults “Sandwiched” between the challenges of caring for aging parents and their own Family.
A GUIDE TO MEDICAID PLANNING
Discover the 8 Mistakes Families make when paying for long-term care, and how to avoid them
This free brochure is full of straightforward information and strategies that you can use to ensure that your loved one gets the best possible care while keeping more of your life’s savings. Complete the brief form below to download the free e-Book today.
YOUR GUIDE TO ESTATE PLANNING BASICS
An Introduction to Estate Planning Concepts and Tools
This free brochure is a must-have for anyone starting or revising their estate plan. This brochure breaks down the process and outlines not only the benefits of estate planning but also provides you with a valuable toolkit to guide you along the way. Simply fill out the brief form below to download the free e-Book today.
RECENT BLOGS AND PODCASTS
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...
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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