by oedayton | Jan 29, 2024 | Uncategorized
One of the most important steps after creating a trust as part of your estate plan is making sure all of your assets are properly coordinated with that trust—including your bank accounts! Unfortunately, this is one of the most frequently overlooked steps, too. ...
by oedayton | Jan 4, 2024 | Uncategorized
Congress loves to spice things up by giving us new laws–bonus points if it includes new reporting requirements! The new Corporate Transparency Act (“CTA”) took effect on 1/1/2024, is going to make the coming year quite spicy for business owners! The CTA imposes...
by oedayton | Sep 26, 2023 | Uncategorized
“Ohio Medicaid collects millions from families after death.” The Dayton Daily News recently ran several articles about their investigation of Ohio’s Medicaid Estate Recovery (MER) system featuring headlines such as this one. These articles reported that Ohio Medicaid...
by oedayton | May 23, 2023 | Uncategorized
According to the Ohio Department of Commerce, Ohioans have claimed more than $14 million in unclaimed funds already during the 2023 calendar year. Have you checked to see if you could be part of that statistic? What about your deceased loved ones? Unclaimed funds are...
by oedayton | Apr 6, 2023 | Uncategorized
One of the most common fears that families share with us when they start planning for long term care is whether Medicaid will be able to take their home. For many families, their house is their single biggest asset—they have paid off all or most of the mortgage, and...
by oedayton | Feb 16, 2023 | Uncategorized
Do you have a young adult child in your life? If so, read on–we’ve got some important information for you to consider. Did you know that your legal authority to act or obtain information on behalf of your children terminates on their 18th birthday? While...
