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Fracking and Asset Protection

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As our practice has grown and we are covering most of Ohio, we have come across a unique issue in the eastern part of Ohio, Hydraulic Fracturing Drilling or simply “fracking” for shale gas deposits.  This phenomena has created a significant amount of wealth for land owners with shale deposits under their land with a …

What to Consider with the Family Farm

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The family farm is a business that goes beyond providing income and support.  It transcends generations. It’s a way of life. When it comes to keeping it that way, family dynamics matter. Do any of the children help with the farm? Do they live off the farm income? Do you want to make sure the …

Dale & Emily Pitney, McComb, Ohio

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What we liked most is exactly what makes them unique: a keen understanding of elder law.

Emerson & Joanne Lake, Middleburg Heights, Ohio

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We would challenge anyone to find a more comprehensive firm in the practice of Elder Law.

Don’t Lose it All: How Planning While You’re at Home Can Save Your Nestegg from the Nursing Home

Don’t Lose it All: How Planning While You’re at Home Can Save Your Nestegg from the Nursing Home

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Yesterday, all my troubles seemed so far away – The Beatles’ classic song about regret rings all too true among those in a nursing home crisis. What seemed like a good idea at the time becomes a huge problem when people give gifts or make transfers just before they go to a nursing home. We …

My Spouse Went to a Nursing Home – Can I keep his income?

My Spouse Went to a Nursing Home – Can I keep his income?

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I get this question at almost every consult for a nursing home emergency and from many other professionals I work with when I do nursing home planning. This question is common because it’s difficult to answer. Here’s the good news: You get to keep all of your income no matter the amount!

Now to answer the …

Are the Aid and Attendance Rules Changing?

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At AlerStallings, our office has been buzzing the last few weeks about a proposed rule change by the Department of Veteran’s Affairs (the “VA”). The VA wants to impose a look-back period for applications for its Aid and Attendance pension, much like the Medicaid look-back already in place. The move is meant to leapfrog Congress, …

Are your spouse’s assets at risk if you go into a nursing home?

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

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Is your IRA protected from long-term care costs?

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Trish & Lorel Mynster, Marysville, OH  

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It is a comfort to know that our assets will be dispersed according to our wishes, thanks to the estate plan AlerStallings helped us prepare.

 

Stephen & Susan Vargo, Bowling Green OH

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The attorneys at AlerStallings took their time walking us through the process.

Robert & Deborah Schmidt, Tiffin, OH

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The Elder Law attorneys at AlerStallings made a scary process easy to understand. Our wishes were respected throughout the entire process.

The Sandwich Generation: Caught between two worlds.

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By: Guest Blogger Erik Brown, CFP

This educational, third-party article is provided as a courtesy by Erik Brown, CFP® , Agent, New York Life Insurance Company. To learn more about the information or topics discussed, please contact Erik Brown, CFP® at 614-793-2121.

The “Sandwich Generation” refers to the large number of adults who are dealing with both young children …