If you’re a veteran, you may want to keep tabs on this. Recently, Ohio Attorney General Dave Yost and the National Association of Attorneys General (NAAG) launched “Serving Those Who Serve”, an initiative to connect soldiers with services to aid their entry into civilian life. Details are still forthcoming, but a main focus is to […]

If you’re starting to feel like you get a disproportionate share of illegal robocalls, you might be right. According to the Federal Trade Commission, Ohio ranks second in the nation for Do Not Call Registry complaints per capita. As scams continue to rise, it’s more important than ever to know how to protect yourself.   […]

When it comes to evaluating a long-term care facility, certainly you want to find a place where you and your loved one feel comfortable with the environment and the care provided. While you can’t underestimate your gut feeling on a decision of this magnitude, sometimes it helps to have a set of questions that guide […]

Nobody likes to discuss the worst-case scenario; and thankfully, in many cases “the worst” doesn’t happen all that often. However, there is one worst-case scenario that affects the majority of people over the age of 65; and yet despite the prevalence, it’s not discussed openly. We’re talking about long-term care.   The U.S. Department of […]

Even when you feel confident in the staff and capabilities of the nursing home you chose, it’s hard not to worry about the well-being of your loved one when you’re not there. That’s why it’s important for everyone with a family member in long-term care to know about a new law that took effect on […]

Recently a client asked us:    “If my house is in a trust and I sell it to buy a new one, does the five-year clock restart?”    That is an excellent question, and one that some of you may be wondering as well. So, we thought we’d share the answer here.     First, for […]

When you choose an estate planning attorney, you’re not just selecting someone for a one-time engagement. Ideally, you’re selecting someone you can rely on for years to come. That’s why we compiled this list of questions to help you select the right partner for your estate planning. Here’s what we recommend you ask and why:   […]

What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay?   Watch Anna break it all down on the Expedition Retirement Show℠.     We know protecting against long-term care costs can be complicated, and the […]

The Medicaid Spend Down Rule Explained    Choosing a nursing home is stressful, and figuring out how to pay for it isn’t any easier. That’s what makes the confusion about what Medicaid and Medicare cover all the more difficult. There is a way to get assistance with your long-term care costs, but you must first […]