Informative Articles

Your legal documents

• Do You Need a Will?
• Avoid Internet Wills: Hire a Lawyer
• Do You Need a Durable Power of Attorney?
• Is a Living Trust Right for You?
• Do You Need a Living Will and Healthcare Power of Attorney?
• Keeping Estate Documents Current

Strategies for reducing taxes & preserving assets

• Minimizing Estate Taxes
• Using Gifting to Minimize Estate Tax Liability
• Disadvantages of Putting Assets into a Child's Name
• Nursing Home Medicaid Planning
• Distributing Appreciated Assets

About Probate Court

• Probate vs. Non-Probate Assets
• Dispelling the Probate Court Myths
• How to Avoid Probate Court

Estate administration

• Practical Considerations When You Lose a Spouse
• What Executors Should Know—Legal and Tax Issues of Estates
• Death Certificates: How Many Do I Need?

Newsletter Archives

Fall 2012 Newsletter (PDF)


Articles include:


• Medicaid Alternatives for Nursing Home Costs
• Update Your Beneficiary Designations and Asset Lists
• Ohio Estate Tax Repealed
• Spotlight on Staff: Elana Aud
• The Benefits of Holding Securities in a Brokerage Account
• Paying for Nursing Home Care: Understanding Medicare and Medicaid

Fall 2011 Newsletter (PDF)


Articles include:


• Nursing Home Medicaid Planning
• Ohio Estate Tax Repealed
• Understanding Title Options for Motor Vehicles
• Keeping Estate Documents Current
• Spotlight on Staff: Carol Metz

Fall 2010 Newsletter (PDF)


Articles include:


• Dave Kammer Now Handles Nursing Home Medicaid Law; Seminar Scheduled
• Legal Minds Collaborating for Your Benefit
• Avoid Internet Wills: Hire a Lawyer

Fall 2008 Newsletter (PDF)


Articles include:


• Keeping Estate Documents Current
• New Gift Provision in Most Powers of Attorney
• Long Term Medical Care Expenses
• Assignment of Rights for Disposition of Remains
• Pet Trusts
• Trust Code Changes

Fall 2006 Newsletter (PDF)

Articles include:

• Medicaid Extends "Look-Back" for Gifting
• Organizing Your Affairs for Time of Death/Incompetence
• Shortened Window for Creditor Claims against Estates
• Estate Tax Applicable Exemption Amount Increase