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Leaving a Legacy, Not a Mess: Why a Spendthrift Trust Might Be Your Secret Weapon

Leaving a Legacy, Not a Mess: Why a Spendthrift Trust Might Be Your Secret Weapon

by Deliberato Law Center | Apr 18, 2024 | blog, Estate Planning, Spendthrift Trust

When it comes to leaving a legacy, you want to be sure that all your loved ones are accounted for. But what happens if one of your beneficiaries is a little less than trustworthy? If someone in your life is not as good at handling money as they might be, a spendthrift...
Don’t Let Your Legacy Be “Maxed Out”: How Credit Card Debt Can Affect Your Estate Plan

Don’t Let Your Legacy Be “Maxed Out”: How Credit Card Debt Can Affect Your Estate Plan

by Deliberato Law Center | Apr 4, 2024 | blog, Credit Card Debt, Estate Planning

You’ve worked hard to secure your legacy throughout your life, but there’s one thing that can throw a wrench into your carefully-laid plans: credit card debt. If you are running a large balance on one or more credit cards, the debt can pass on to your heirs and...
Ease Your Tax Burden with These 5 Tips

Ease Your Tax Burden with These 5 Tips

by Deliberato Law Center | Mar 27, 2024 | blog, Estate Planning, Estate Planning Education

If you haven’t already filed your taxes this year, you’re probably hard at work gathering your documents and itemizing your deductions. Tax season can be one of the most stressful times of year, but by staying on top of your 2023 taxes—and by looking ahead to your...
Protecting Your Assets with Medicaid Planning

Protecting Your Assets with Medicaid Planning

by Deliberato Law Center | Mar 21, 2024 | blog, Medicaid

When the special pandemic protections ended in April of last year, millions of Americans lost their Medicaid coverage. In Ohio alone, more than 342,000 got kicked off the rolls, either because of procedural reasons or because they were ineligible for renewal, between...
The Power of Teaching Financial Responsibility

The Power of Teaching Financial Responsibility

by Deliberato Law Center | Mar 6, 2024 | blog, Estate Planning

In today’s fast-paced world, where financial stability is crucial, teaching our children the value of financial responsibility is paramount. At Deliberato Law Center, we understand the importance of instilling these values early on and recognize the benefits of...
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