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Laura Blumenstiel, J.D.

2024 Medicaid Eligibility Requirements for Seniors

The Ohio Department of Medicaid recently released eligibility requirements for 2024. In this article. we'll provide a comprehensive and up-to-date guide on Medicaid's asset and income limits, and offer some solutions if you don't currently meet the requirements.

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Laura Blumenstiel, J.D.

How to Keep Medicaid from Taking My House

For those who are worried about losing their family home and life savings to Medicaid, there is hope. There are estate planning and Medicaid planning strategies you can use to preserve your assets in the present and also for the future.

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Gregory S. DuPont, JD, CFP

5 Reasons to Decant a Trust

When a trust is decanted, the accounts and property from the existing trust are removed and distributed into a new trust. This is done when the structure of the trust needs to undergo major changes.

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Braden A. Blumenstiel, JD

Most Commonly Compensated Injuries Under the National Vaccine Injury Compensation Program

The National Vaccine Injury Compensation Program (NVICP) provides compensation for individuals who suffer an adverse reaction to a vaccine. Although vaccines are capable of causing a wide variety of injuries, some injuries occur more frequently than others. As a result, some injuries are more commonly filed and compensated under the NVICP than others. Commonly reported vaccine injuries reported to the NVICP include the following

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Gregory S. DuPont, JD, CFP

Survivor's Trust vs. Joint Trust

A joint trust can be structured so that when one spouse passes away, the trust is split into two sub-trusts: a survivor’s trust and a decedent’s trust.

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Laura Blumenstiel, JD

How to Create a Medicaid Asset Protection Trust

With MAPTs, families can ensure their hard-earned savings aren’t drastically diminished if they require long-term care or assistance, such as a nursing home placement. In this article, we will discuss all you need to know about MAPTs so that you and your family can make informed decisions about your finances in light of possible future health needs.

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Laura Blumenstiel, JD

A Guide to Probate Administration in Ohio

The process of settling the estate of a loved one can be time consuming and emotionally draining. Finding your footing within the complex legal system can be a challenge, especially if you are unfamiliar with the process. In this blog post, we'll walk you through some key information to help guide you through the probate process with confidence.

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Laura Blumenstiel, JD

How to Start a Medicaid Spend-Down in Ohio

Medicaid spend-down allows individuals to qualify for Medicaid by reducing their countable assets and income to a certain level. It is a daunting task, but with the right guidance and support from a qualified Medicaid attorney, the spend-down process can help accelerate Medicaid eligibility while protecting assets.

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Gregory S. DuPont, JD, CFP

What the Last Surviving Spouse Rule Means for Estate Taxes

40% estate tax could apply to gifts over approximately $6.4 million come 2026. Many families with high net worth will need to reevaluate their estate plans and adjust strategies to preserve their property and investments. One strategy is to take advantage of the deceased spousal unused exclusion amount (DSUEA)

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