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...
by oedayton | Jan 30, 2023 | Uncategorized
Do you hold any accounts as legal custodian for a minor, or alternatively, do you own a 529 account with a minor designated as the beneficiary? These are common strategies available for people who desire to provide for their minor children, grandchildren, or other...
by oedayton | Jan 30, 2023 | Uncategorized
Ever since January 2020, we’ve been working with our clients to update their estate plans to comply with the SECURE Act, which significantly impacted how retirement accounts are inherited after the account owner dies. It was complex legislation that led to more...
by oedayton | Nov 23, 2022 | Uncategorized
The season for gratitude, counting your blessings, and spreading holiday cheer officially kicks off with Thanksgiving Day. Across the country, families are coming together to celebrate–many of whom may not have all been together in person since before the COVID...
