Avoid Aggressive Medicaid Estate Recovery

Avon Lake estate planning attorney

The federal government requires states to have Medicaid estate recovery programs to recoup costs of providing medical care for poor residents, but leaves the particulars up to states. The Dayton Daily News has reported that Ohio is among the most Read More …

Building an Estate Plan for Adult Children with Disabilities

Avon Lake Estate Planning Attorney

Parents of adult children with disabilities know that their child’s disability needs may change over the course of their lifetime. Planning for the future well-being of an adult child with disabilities is, therefore, a responsive, ongoing process. The life expectancy of Read More …

What’s the Most You Can Receive in Disability Benefits?

estate planning attorney Avon Lake

Social Security Disability Insurance is one of these types of programs. What Is Social Security Disability Insurance? Social Security Disability Insurance (SSDI) issues payments each month to individuals who have incurred a severe disability that has left them unable to Read More …

Yes, There Can Be Disadvantages To Naming Beneficiaries

estate planning beneficiary

Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions. What Is a Beneficiary? Beneficiaries  are individuals who you select to receive money, various other assets, or specific bequests (such as sentimental items) upon Read More …

Protecting Spouses of Medicaid Applicants: 2023 Guidelines

The Centers for Medicare & Medicaid Services (CMS) has released the 2023 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures. What Are Spousal Impoverishment Rules? Spousal impoverishment is a concern for Read More …