Worried about how to protect your assets in retirement? You’re not alone. One recent study found over half of Americans are worried they won’t be able to achieve financial security in retirement. Plus, a whopping 80% reported concern over the rising cost of long-term care. The best way to protect against both of these worries […]

Moving into a nursing home is stressful enough. But having to worry about losing your home to pay for it? That’s more than anyone should have to bear. Let’s examine the facts and what you can do to avoid this scenario.   It is possible for your home to be used for payment for your long-term […]

Between cloud storage, online accounts, and smart phones, each of us will leave behind a wealth of data when we pass. Until recently, ensuring our loved ones had access to that data was not so simple. Apple and Google are changing that with new tools: Apple’s Legacy Contact and Google’s Inactive Account Manager. We’ll explain […]

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 […]