A short time before his death, Larry King attempted to update his estate plan without the assistance of an attorney. The handwritten last will and testament is now being challenged in a lawsuit filed by his estranged wife. The parties…
It is the time of year you may be receiving 1099s. Here are a couple of things to keep in mind that we are seeing this year: UNEMPLOYMENT BENEFIT IDENTITY THEFT If you receive a 1099 for unemployment benefits, but…
There is a new scam in town, that involves “spoofing.” This is where scammers call you and have a fake number show up on your caller-ID so you think it is someone recognizable. A new version of this involves scammers…
When a family comes to our firm after the death of a loved one, we start a process that is designed to gather information about the assets, debts, and estate planning tools of the person who has passed away. We…
A 2019 Bankrate survey found that sixty percent (60%) of American adults have loaned money to their children (https://www.bankrate.com/finance/credit-cards/lending-money-survey-2019/). Sadly, many reported the assistance to their child as having a negative impact, causing them to lose money, and even hurting…
It will likely be a long time before we fully understand the impact Covid-19 has had on our economy. However, one thing is clear: Ohioans are continuing to start new businesses at a notable pace. The Ohio Secretary of State…
The decision to file for bankruptcy is not an easy one. For most clients, it follows a long period of trying to make things work and dealing with the frustrating tactics of debt collectors. After months of collection calls, letters,…
It is becoming very common for nursing homes to want to help their residents start the Medicaid filing process by filing an application for Medicaid benefits. They are trying to help you and protect themselves from an extended period of…
If you are like most of our clients, you have wanted to create a last will and testament for years. You know it is important and needs to be done, but you are also busy and have plenty of other…
The Ohio Department of Medicaid is in the process of changing how it treats Individual Retirement Accounts (IRAs). Until now, IRAs have been treated like any other asset that can be liquidated. If someone filed for Medicaid with money in…