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Estate Planning

Gregory S. DuPont, JD, CFP

How much can you gift a family member in 2022?

The federal tax code has very specific rules about how much you are allowed to give to others each year—and over the course of your lifetime—in the form of a gift. But not every gift is subject to tax. Learn how you can avoid gift tax via tuition and medical exemptions.

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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, Esq.

How to Avoid Probate in Ohio: Essential Strategies

Probate is the legal process through which a deceased person's estate is administered. While it serves a necessary function in settling debts and distributing assets, it can also be time-consuming and expensive. In Ohio, probate can take anywhere from several months to over a year, and costs can include court fees, attorney fees, and other administrative expenses. By understanding these implications, you can take steps to avoid the probate process altogether.

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Shelby Clark, Administrative Assistant

Creating a Special Needs Trust for Children with Autism

Are you a parent to a child with special needs? If so, you understand the unique challenges and uncertainties that come along with this responsibility, especially when it comes to securing your child's future. A special needs trust could be the solution you're looking for, and we'd like to share a story that exemplifies this.

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Laura Blumenstiel, J.D.

Understanding Professional Practice Wills

Professional practice wills are legal documents that allow professionals to ensure that their clients, patients, or customers receive continuity of care in the event of their death or disability. In this blog post, we'll discuss the importance of professional practice wills, what they entail, and how you can create one.

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