Tips for Making Beneficiary Decisions
Nov 21, 2013
Has your life changed since you first created your accounts and investments? Are you remarried or divorced? Did one of your beneficiaries marry a person with children? Chances are you need to update so...
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Ohio Estate Recovery
Nov 09, 2012
What are Estate Recovery Liens?
By Federal law, the Ohio Department of Job and Family Services may impose a lien against the home and other real property to recover the costs of services they paid for ...
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Protecting Your Inheritance
Oct 06, 2012
Instead of leaving your assets directly to your beneficiaries, why not leave them to your beneficiaries' Trusts, which gives the benefits of the assets while protecting them from outsiders, such as cre...
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What is an Estate Plan and why should everyone have one?
Oct 06, 2012
Most of us spend years building a nest egg that will give us financial security in our senior years. But as important as building a nest egg is, keeping it so that it will be there for you and your fa...
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