Alzheimer’s Tests May Soon Be Common. Should You Get One?

Jan 8, 2020 / By: Laura Easton

Alzheimer’s Tests Soon May Be Common. Should You Get One? By Gerry W. Beyer Share Though doctors could determine that a person had Alzheimer’s disease by particular symptoms, a formal diagnosis could not be performed...

Can My Children Wait to Take Required Minimum Distributions From an Inherited IRA?

Jan 7, 2020 / By: Laura Easton

Category: Asset Protection, Financial Planning

Can my children wait until they attain age 70 ½ before taking Required Minimum Distributions from an IRA they inherit from me? No, children must begin taking RMDs the year after you pass away, and...

How Often Should My Estate Plan Be Reviewed?

Dec 18, 2019 / By: Laura Easton

Category: Estate Planning

How often should my estate plan be reviewed? I have always described an estate plan as “work in progress.” Life changes – our children change, the law changes, our attitudes about charities may change. As...

Will Nursing Home Costs Use Up Your Retirement?

Nov 20, 2019 / By: Laura Easton

Category: Asset Protection, Estate Planning, Medicare/Medicaid

Can the cost of nursing home care use up my retirement accounts? Yes!! All retirement accounts – IRAs, 401ks, 403bs and deferred compensation plans are “Available Resources” in Ohio and must be used to pay...

The Questions of Estate Planning, Part I: Who

Nov 1, 2019 / By: Jack N. Alpern, Estate Planning Attorney

Category: Estate Planning, legal education

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more.

Make Your Own Plan

Oct 1, 2019 / By: Jack N. Alpern, Estate Planning Attorney

Category: Estate Planning, legal education

Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go...

Income Tax Basis in Estate Planning

Oct 1, 2019 / By: Jack N. Alpern, Estate Planning Attorney

Category: Estate Planning, legal education

Income tax basis is important in estate planning. This article examines what happens to an asset’s basis when it is gifted. It then examines what happens to the basis of an asset when someone dies...

How Will You Obtain the Care You Need?

Oct 1, 2019 / By: Jack N. Alpern, Estate Planning Attorney

Category: Estate Planning, legal education

What’s the right direction for you in planning for the help you might need in the future? Seven in ten of us will need long-term care at some point in our lives. Here are possible...

How Specific Should I be in My Last Will?

Sep 27, 2019 / By: Laura Easton

Category: Estate Planning, Wills & Trusts

Is it a good idea to specify in my last will or trust which of my family members will inherit my household goods and personal items? Yes, usually. Those items often have sentimental value well...

Medicaid’s Dark Secret

Sep 17, 2019 / By: Laura Easton

Category: Medicare/Medicaid

Medicaid’s Dark Secret For many participants, the program that provides health care to millions of low-income Americans isn’t free. It’s a loan. And the government expects to be repaid. Rachel Corbett October 2019 Issue U.S....

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Alzheimer’s Tests May Soon Be Common. Should You Get One?

Can My Children Wait to Take Required Minimum Distributions From an Inherited IRA?

How Often Should My Estate Plan Be Reviewed?

Will Nursing Home Costs Use Up Your Retirement?

The Questions of Estate Planning, Part I: Who

Make Your Own Plan

Income Tax Basis in Estate Planning

How Will You Obtain the Care You Need?

How Specific Should I be in My Last Will?

Medicaid’s Dark Secret

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