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Ohio Medicaid Estate Recovery

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Has anyone ever told you that they lost their inheritance because Medicaid took what was left after their parents passed away? Ever wonder how something like this can happen? It just doesn’t seem fair.

In Ohio, Medicaid Estate Recovery is a program that collects on estates of those who received long-term care support.  When Medicaid recipients …

Six Important Questions to Ask When Choosing a Nursing Home

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Whether it’s you, a spouse or a parent, deciding to move to a nursing home can be a stressful situation, especially if you don’t know the right questions to ask. You may read the fancy brochures and tour the facilities, but they begin to blend together and the search can feel overwhelming. Before you make …

No Kids, No Estate Plan?

No Kids, No Plan?

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Often times, estate planning is about leaving your assets to your children. But what if you don’t have children?  Tacitly assuming that an Estate Plan is unnecessary for you is a bad idea.  Many other benefits are achieved through planning.

Estate Planning can be even more crucial to a couple without children. Your spouse may be …

Obergefell vs. Hodges and Estate Planning for LGBT Couples

Obergefell vs. Hodges and Estate Planning for LGBT Couples

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With the recent Supreme Court ruling, the federal government’s discrimination of LGBT marriage is a thing of the past. Same-sex couples are now afforded equal benefits. What does that mean for same-sex couples and estate planning in Ohio, and why does it matter?

It means terms such as “significant other”, “friend” or “acquaintance” are no longer …

Estate Plan

Four Vital Estate Planning Questions for Business Owners

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Far too often successful business owners never take the time to put a succession plan in place.   If something happens to you, is everything in place?

Who can access your company accounts to carry on the day-to-day transactions?

Many business owners handle operations by themselves. Imagine the problem for your company if you became incapacitated. Even worse, …

Do I need a power of attorney if I have a trust?

Do I need a power of attorney if I have a trust?

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A comprehensive estate plan includes not only documents designating your wishes at death, but also documents appointing people to manage your affairs while you’re alive (but incapacitated). So why do many estate plans will include both a durable financial power of attorney and a trust? Both documents allow for someone to manage and control your …

Pet Planning

Pet Planning

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Our clients come to us for Estate Planning help because they want to make sure their loved ones are taken care of.  But what if your loved ones don’t walk upright on two feet – some loved ones are furry and walk on four paws or hooves!  According to the Humane Society, up to 500,000 …

Last Will and Testament and a Court Gavel

Do I need to include my personal belongings in my Will?

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A critical aspect of any estate plan is the decision of how your tangible personal property will be distributed when you die.  What exactly is tangible personal property?  It’s your “stuff.” Examples include your car, jewelry, furniture, photos, china, and artwork.  Although these items may seem of little actual value, their sentimental value can be …

Estate Plan

You have an estate plan, now what?

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You have spent hours working with your estate planning attorney to personalize your estate plan and make sure that your future is on the right path. You’ve crossed the T’s and dotted the I’s and all of your estate planning documents are officially in place… now what?

For a lot of folks, privacy is most important, …

Don’t Leave a Mess: How to Avoid Disputes When You Aren’t There to Settle Them

Don’t Leave a Mess: How to Avoid Disputes When You Aren’t There to Settle Them

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Whether you die a prince or a pauper, disputes can arise among those left behind.  Conflicts between your children from a prior marriage and your current spouse; arguments among your kids; disputes between your executor and your beneficiaries – all of these can happen and often do.

In the event you die with no estate plan, …

How Does an ABLE Account Work?

How Does an ABLE Account Work?

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In December of 2014, the Achieving a Better Life Experience (ABLE) Act was signed into law. The Act provides a new tool to care for disabled loved ones, relieving stress for millions of families. Caregivers often spend sleepless nights worrying how they can ensure that the disabled person is cared for after the caregiver can …

Ted & Pam Bibler, Fostoria, Ohio

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The process was flawless; had plenty of time to process, ask questions and revisit topics.

Matthew & Jaime Simon, Bellefontaine, Ohio

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Greg and his entire team took the time to educate us, offer guidance, and structure a comprehensive plan.

Larry & Mary Robertson, Grove City, Ohio

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AlerStallings provides a valuable service to elders from any walk of life.  They break concepts down so there is complete understanding.

Leroy & Elaine Bockbrader, Fostoria, Ohio

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Because AlerStallings only does estate planning, they are up-to-speed on all aspects and made it very easy.

Revocable Trusts vs. Irrevocable Trusts

Revocable Trusts vs. Irrevocable Trusts

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Revocable Trusts vs. Irrevocable Trusts

Many people know a Will says where your stuff goes. But far fewer understand how a trust works. Some even have a trust of some sort but don’t really know how it works. But what kind of trust is right for you? That depends largely on your goals. First, all trusts …

Understanding Power of Attorney

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What Is a Power of Attorney?

If you were unable to make your own decisions because of an injury or a debilitating illness, then who would make them for you? It’s a simple question, but far too many people walk into our office without an answer. Health is a fickle thing, and without a power of …

Carl & Marjorie Brown, Leipsic, Ohio

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Bryan was very personable and geared things directly to us.  We like AlerStallings because they specifically gear their practice towards estates and elderly care.

Judy Crane, Seven Hills, Ohio

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We chose AlerStallings on the recommendation of our financial advisor.  Our three meetings went well and our wishes were put into place.

Sally Deal, Bellefontaine, Ohio

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I was concerned about what would happen to my assets upon death.  The initial meeting was very informative and the end product was very complete and presented in a clear way.

Two Secrets of Living Trusts That You Need to Know

Two Secrets of Living Trusts That You Need to Know

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There are a couple mistakes that many people make when it comes to a living will. Find out how you can avoid them here.

Kidnetic Energy Seminar

Kidnetic Energy Seminar

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Richard & Ann Smith, Elida, Ohio

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We liked that AlerStallings worked in our time frame and explained the concepts well.  Ben worked with a very personal, friendly approach and we would recommend him to associates.

Joseph & Nancy Campisi, Bowling Green, Ohio

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The planning meetings and process were excellent.

James & Ruth Spotts, Findlay, Ohio

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The seminar we attended was a great first step in beginning our planning process.  Our meeting were informative and well organized.

Gary & Rebecca Barger, West Liberty, Ohio

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I am relieved that things are settled so everyone knows what’s going to happen.

Leonard & Mary Jo Horstman, Cloverdale, Ohio

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We found Ben to be very relatable.  He explained everything in language that made sense.  It was a surprisingly enjoyable process.

Nevin & Vickie Demmit, Mount Victory, Ohio

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We were very pleased with Steve’s knowledge and AlerStallings is very good with setting up meetings with flexible locations.

Rodney & Susan Echelberry, Fostoria, Ohio

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We thought having a will was enough, but then we heard others tell about the “Probate Nightmare”.  We now feel confident that we have helped our children upon our passing.

 

Do you need an estate plan?

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How can you make sure your assets are protected from long-term care costs?

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What do you do if you have a child or grandchild with special needs?

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Is your estate worth enough to worry about an estate plan?

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Is your IRA protected from long-term care costs?

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Do life estates still work to protect your house or farm from nursing home expenses?

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How does the Medicaid spend-down work?

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How do you plan for estate and other taxes?

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How much can you give away without having to worry about gift tax?

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Do you need a life insurance trust (aka an ILIT)?

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What is the difference between a Will and a Trust?

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Do you lose all control of your assets once they go into a trust?

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Do you need a charitable remainder trust?

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What’s the benefit of a dynasty trust?

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Is your revocable living trust funded

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Does a revocable living trust protect your assets from the nursing home?

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Aren’t trusts just for rich people?

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How do I know when it’s the right time to consider business succession planning?

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How do you protect your IRA from taxes?

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How can you make sure the family farm stays in the family?

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Do I need a Trust?

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