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The Vault – The Unparalleled Protection of Dynasty Trusts

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by Gregory Aler

One of the main goals of every effective estate plan is to afford maximum protection to your assets and beneficiaries. It makes very little sense to spend an entire lifetime accumulating wealth unless you are going to take the appropriate measures to ensure that it is protected after you are …

Long-Term Care Hourglass: Why Every Second Counts When Planning For Your Future Care

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by Gregory Aler

Will you need long-term care? Most likely YES. Recent statistics have shown that over 70% of adults over the age of 65 will need some form of Long-Term Care (this includes in-home, assisted living or nursing home care). So you know you’ll likely need it. Now you’re thinking, how much is this Long-Term …

Gifting Do’s & Don’ts: The Issues & Tax Consequences of Unplanned Lifetime Gifting

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by Gregory Aler

After talking to their next neighbor, Mom and Dad decide to transfer their home to their Son in an effort to save on probate and estate taxes and to protect their house from future nursing home care costs. Unfortunately, Mom and Dad didn’t talk to an Estate Planning Attorney or CPA and now …

What is Estate Planning & Do I Need it?

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by Gregory Aler

So what is Estate Planning? Well, let’s start off by stating what it is not. It’s not just about taxes. It’s not just for the rich. It’s not just about fancy trust documents. It’s not about savings (although a nice benefit). For the majority of Ohioans, estate planning boils down to guidance, protection, …