Complimentary Publications on Estate, Medicaid & Veterans Benefits Planning

Top 9 Questions Ohioans Should Ask About Their Estate Planning

Many Ohioans do not have any estate planning in place. Even more importantly, most folks do not know what questions they should ask. I’ve prepared a free report which explains the Top 9 Questions Ohioans Should Ask About Their Estate Planning. After reading, you’ll be many steps ahead of others who have not taken the time to research these important issues.

You’ll find answers to questions like this:

I have been told that I should avoid probate. Is this important?  How do I do it?

How can someone else make financial decisions for me if I am not able?

How can someone else make healthcare decisions for me if I am not able?

How do I make my wishes known about life sustaining treatment?

 

Complete the form below to download:

Download your free Estate Planning Report now!

 

Top 8 misconceptions Ohioans have about using Veterans Benefits to pay for health care costs

Many Veterans (and widowed spouses of Veterans) do not know how VA benefits can be used to help pay for home health care, assisted living or nursing home costs. I’ve prepared a free report which highlights how this program can work for you. After reading, you will understand the steps to unlock a potential of $14,509 – $26,766 per year, in tax free income from the VA!

You’ll find answers to questions like this:

  • I have heard that in order to be eligible for Veterans Benefits I had to have served in a warzone. Isn’t that true?
  • I do not have an injury from my wartime service. So I am not eligible for any benefits, right?
  • I was told that I had too many assets and/or too much income. Isn’t there a way I can qualify?
  • What can I do about the new 3-year look back period for VA Pension Benefits?

Complete the form below to download:

Download your free VA report now!

 

What every Ohioan should know about using Medicaid to help pay for long term healthcare costs.

Many do not know how Medicaid can be used to help pay for home health care, assisted living or nursing home costs. I’ve prepared a free report which highlights how this program can work for you, how you can still protect up to one-half or more of your assets and your loved one can receive the care that they need.

You’ll find answers to questions like this:

  • I’ve heard that there is a five year look back period. Doesn’t that mean I can’t protect anything?
  • Will Medicaid pay for my care if my income is high?
  • If I’m married does my spouse need to lose her assets too?
  • What is estate recovery?
  • What happens to my home? I’ve heard the state will attempt to take it

Complete the form below to download:

Download your free Medicaid report now!