You Might Need an Estate & Elder Law Attorney If You’re Facing…
If you have 401Ks, IRAs or other qualified pre-tax monies and are looking for ways to get money out in a tax efficient way for your income, family or healthcare needs
If you want to avoid being cornered into a large income tax liability as you get older, find out about strategies that could allow you to get money out of IRAs, with low or no tax and into Roths or other investments
If you have mutual funds, stocks, bonds or real estate and wish to learn options to minimize or eliminate capital gains while taking advantage of capital losses
If you are making even modest charitable contributions, find out how to fully benefit yourself as well as your charity
If you want to make sure your inheritance goes to your children without loss from your children’s divorces, creditors, or other liabilities, explore the possibility of putting them into special trusts
If you are concerned about how your spouse or disabled child will be provided for if you are incapacitated or at your death, find out how to make intelligent decisions now that will protect them in the future
If you are considering remarriage, make sure you know what to consider before you tie the knot so that your estate is protected from your intended’s healthcare, family or credit issues
If you want to make sure your money will take you to the finish line, start planning now to make the most of your assets
If you worry about how you will pay for care if you face a healthcare crisis, learn about the options you have for care using the most tax-efficient way to pay for the care of your choice
Learn how planning can help protect your life savings from being lost.
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Dually certified by the National Elder Law Foundation as Certified Elder Law Attorneys and the Ohio State Bar Association as Specialists in the Area of Elder Law.