Everyone is trying to save money and protect their assets for themselves and their families. We know you worked hard for what…
Chamberlain Law Group Ltd. has officially become “Legacy Law Group, Ltd.” Why the name change? “We’ve been fortunate to have our client…
Parents and guardians of children with special needs work hard to make sure their child is well-taken care of. They advocate for…
Your son or daughter is in an exciting chapter in their life—college! You may still see the little girl with pigtails or…
Often beneficiary designations are used for assets like retirement plans, life insurance policies, and bank accounts. You can even use a beneficiary…
Communicating your estate plan with your loved ones can preserve family relationships after you pass away. You may not want to share…
Do you listen to podcasts? We’re excited to announce that Richard has recently launched a new weekly podcast, “Protecting your Family’s Future.”…
We’ve all heard horror stories about family fights over a deceased loved one’s property. Sometimes these fights can ruin relationships for years…
Estate planning is the process of creating a strategy for the care and management of your property if you become incapacitated or…
If you’re named as the Executor in a loved one’s Will, or as the Successor Trustee of their trust, you’ll need to…
We get a lot of questions from people about the beginning of the estate administration process. We’ve provided some of the most…
If you’ve been named in a Will to serve as the Executor of someone’s Estate, you have a significant responsibility. As the…
Last week we shared an article on planning for your Ohio vacation home. The bottom line of the article was that vacation…
But without proper planning, your dreams for your vacation home can become a nightmare for your children and grandchildren.
Home is where the heart is. Our homes are very personal to us. One concern that many people have when they talk…
If you’re wondering what kind of estate plan is right for you, you might be feeling overwhelmed with all of the information…
by Timothy Alley When people are looking to pay for nursing home care by qualifying for Medicaid, a big question they have…
by Timothy Alley Many times when I meet with families who have a loved one who was just admitted to a long…
If tragedy strikes your family and your children need someone to take care of them because you cannot, then a judge will…
We plan for everything from dinner to vacation, but rarely do we plan for the cost or need for long term care. This failure to plan can have devastating effects on us and our family over a very short period of time.
If you think you only need to create protective trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In today’s…
We often write about why it’s so important to have an estate plan. We write about how estate plans allow you to…
A client of mine came to me and had some concerns and needed my help. Her mother had passed away, and my…
We realize that you are getting lots and lots of updates from businesses you deal with regarding the COVID-19 crisis and how…
Many people assume that estate planning is primarily for married couples, but the truth of the matter is that estate planning is…
by Timothy Alley Many times individuals are confused about the Medicaid transfer rules. When individuals are preparing to apply for Medicaid for…
When we are sitting with clients discussing how to plan their estates, we are often asked about how to protect assets from…
by Timothy Alley For many individuals the largest asset they have is their IRA. Many times IRAs will represent half or more…
In Ohio, the kind of Probate proceeding an estate must use is determined by the amount of assets in the probate estate…
If you have a trust and set it up to avoid probate when you pass away, which is a very common goal…
by Timothy Alley As we grow older many of us will need more and more assistance. Once you choose your caregiver you…
In this video we look at the different types of guardianships for an incompetent adult in Ohio. There is a Guardianship of…
by Timothy Alley As we grow older many of us will need more and more assistance. The prospect of finding someone to…
In this video we talk about how you can prepare for your initial estate planning appointment. We look at the packet of…
In this video series we are working through the five reasons why you need to do your estate planning. This video covers…
by Timothy Alley This is a question I often receive from clients. While the simple answer is often no, the timing of…
by Timothy Alley A person’s home is usually that one assets that gives them comfort and security. Protecting that home as we…
This is a very short explanation of the main reasons why people use Living Trusts in their estate planning.
This video provides an overview of Elder Law planning. It provides an explanation of the three primary components: Physical, Mental, and Financial.
In this video series we are working through the 5 reasons why you need to do your estate planning. This video covers…
In our introductory video to this subject of why you need to do estate planning, I went through the 5 reasons why…
There are essentially 5 reasons why people need to set up an estate plan for themselves. It’s likely that you have at…
One of the most frequently asked questions I get when I am meeting with people about their estate planning is “Why Should…
Everyone needs to do some kind of estate plan. Regardless of who you are, whether you are single or married, have kids…
Some people believe that they will have an “estate” only when they accumulate a certain amount of assets. This video explains what…
Some people may tell you that owning your property “jointly” with someone else is a good way to avoid Probate, but there…
Being the Executor of an Estate in Ohio is a complicated and sometimes daunting task. For those who have never been involved…
That’s a question we hear a lot from people when they meet with us about their estate planning. Some people are very…
You’re probably familiar with the term “living trust.” However, if you think that living trusts are too complicated or only for extremely…
Understanding what Probate is and how it works is essential to being able to make good decisions for yourself and your loved…
Anyone who has lost a close friend or family member knows what a difficult, painful, and overwhelming time it can be. We…
A Power of Attorney (POA) is an important legal document that everyone should have. However, before creating a POA it’s important to…
We get this question a lot from people. The answer surprises a lot of people. It has a lot less to do…
If you think that your only option in making your estate plan is to give assets “outright” to your beneficiaries, this video…
Medicare and Medicaid are often confused by people. While they are both government-run health care programs, they are very different from one…
You’ve probably heard of Living Trusts, but if you think they’re overly-complicated or only for super-rich people, then this video will help…
You may have noticed that we use the phrase “Protecting Those You Love and Preserving What You Have” to describe our services….
If you have a child or other loved one (whether a minor or an adult) with special needs, such as mental or…
These days, it’s become more important than ever to make the right plans for your IRAs and to have them integrated into…
Almost everyone we meet with for estate planning comes to us wanting to avoid Probate. Some of those people have been through…
Often, business owners will come to me with questions or concerns about their Limited Liability Company (LLC). When I ask for a…
A Limited Liability Company (LLC) is a powerful and effective entity choice for forming a business. The LLC entity provides all of…
If you own a business, you know how important it is to make plans for the future. Whether you’re a sole proprietor…
A comprehensive Buy-Sell Agreement is one of the most important legal documents a business can have. Although a good Operating Agreement is…
If you have minor children, you need to make sure that your estate plan addresses their specific needs. One of these is…
You have a minor child or children, and you want to make an estate plan. Why is it important to create a…
When we are speaking with our clients about how to protect their financial legacy, we will often recommend that property be gifted…
by Timothy Alley As we get older, each of us must begin to contemplate the possibility of needing long term care (LTC)…
As we discussed in our article “Paying for Long Term Care,” there are multiple options for how to pay for the cost…
It’s one thing to make a plan to divide up your money. For the most part, you simply decide the amounts or…
I recently read a very good article written by a mortgage loan originator in Tennessee. The article is entitled “3 Things You…
The unexpected death of iconic singer/songwriter Prince last week has been dominating the headlines ever since it happened. It’s yet another example…
Dave Ramsey gets a lot of good things done, and he helps a lot of people with debt and getting their financial…
This is a question that comes up often, in one of many forms. Usually about midway through our Delivery Meeting, our client…
If you are looking into creating a Revocable Living Trust, you probably want to name yourself as the initial Trustee (or you…
