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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.

probate attorney

What if Your Life Insurance Beneficiary Predeceases You?

If you have life insurance, you know you were required to pick a single or multiple beneficiaries when you purchased your policy. When you die, the beneficiaries receive the payout from the policy.
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Posted on: October 6, 2023
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Which Trust, Revocable or Irrevocable?

There are important differences between the two types of trusts, including the amount of control you'll have over your assets.
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Posted on: September 30, 2023
Akron, Ohio medicaid planning law firm

What are the Different Types of Trusts?

While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
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Posted on: September 22, 2023
Medicaid and elder law planning in Medina, Ohio

Don’t Fall for These Medicaid and Estate Myths

Since estate issues, one way or another, affect everyone over time (since death does) and since Medicaid planning has for many years been a topic of popular conversation—and popular misconceptions in the U.S., it is not unusual that both subjects have generated misunderstandings and, in some cases, folklore that has persisted.
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Posted on: September 15, 2023
Medicaid and elder law planning in Medina, Ohio

Common Questions about Applying for Medicaid

Navigating the complexities of government healthcare programs can be a daunting task, especially when it comes to applying for Medicaid. Medicaid is a vital program that provides healthcare coverage for individuals and families with limited income and resources.
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Posted on: September 8, 2023
estate planning medicaid planning asset protection

Do You Need a Revocable Trust?

One of the most common misconceptions about a last will and testament is that having a will avoids the need for probate court.
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Posted on: September 1, 2023
Akron, Ohio estate planning lawyer

Estate Planning Checklist to Put Affairs in Order

An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die.
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Posted on: August 25, 2023
Hudson, Ohio medicaid law firm estate planning

Which Is the Best to Way to Transfer Wealth, Trusts or Wills?

Take the squabbling between siblings you've had to endure and referee as a parent. Now multiply it times age and money. That might give you some idea of the need to make your final wishes clear when the time comes to divvy up your assets.
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Posted on: August 18, 2023

How to Pass the Family Home to Your Children

It’s perfectly normal for aging parents who are currently completing their will along with their lawyer’s guidance, to leave the family home to their children.
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Posted on: August 11, 2023
Hudson, Ohio medicaid law firm estate planning

Should Life Insurance Be a Part of My Estate Planning?

Life insurance can be the ideal way to protect both yourself and those you care about. However, individual insurance companies can put age-related restrictions on life insurance policies.
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Posted on: August 4, 2023
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Estate Planning In The Cities Of Medina, Wadsworth, Hudson, Stowe and Copley

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