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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

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Don’t Leave for Summer Vacation without Proper Planning

Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
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Posted on: July 5, 2024
Hudson, Ohio medicaid law firm estate planning

Irrevocable Trusts and Medicaid: Navigating the Complexities

Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
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Posted on: June 28, 2024

Lessons from the Hilton Trust Contest: Navigating Estate Planning with Foresight

The Hilton family trust contest has valuable estate planning lessons for everyday Americans to follow. Learn from Barron Hilton.
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Posted on: June 21, 2024
Medina, Ohio estate planing lawyer

Estate Planning and Your Second Home: What Should You Know?

Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
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Posted on: June 14, 2024
Estate Planning In The Cities Of Medina, Wadsworth, Hudson, Stowe and Copley

Inheriting a House? Navigate Your Options and Responsibilities

Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.
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Posted on: June 7, 2024

Why Unmarried Couples Need Protection of an Estate Plan

Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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Posted on: May 31, 2024

Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
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Posted on: May 24, 2024
Estate Planning In The Cities Of Medina, Wadsworth, Hudson, Stowe and Copley

Preserving Your Legacy: Estate Planning for Landowners

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.
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Posted on: May 17, 2024
Stow, Ohio medicaid lawyer

Estate Planning and Long-Term Care: How Can Seniors Afford Skilled Nursing in Their Senior Years

High healthcare costs often do not align with the fixed income of older individuals, raising concerns about affordability and accessibility. We explore the need for long-term care, why Medicare and Medicaid are not long-term options, and estate planning to plan for skilled nursing care proactively.
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Posted on: May 10, 2024
Hudson, Ohio medicaid law firm estate planning

Baby Boomers are Retiring and the Need for Elder Law Attorneys Is Rising

Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.
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Posted on: May 3, 2024
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Estate Planning In The Cities Of Medina, Wadsworth, Hudson, Stowe and Copley

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