An estate plan could leave answers to important questions

Having more free time than usual can often make people contemplative. Many Ohio residents may have been thinking about a variety of aspects of their lives in recent months, and they may feel that it is a good time to…

Reviewing joint property titles important when estate planning

It is common for people in Ohio and elsewhere to consider having joint property. It may make sense for married couples or for individuals who otherwise want to equally share the property. Joint ownership can be beneficial when it comes…

Does estate planning make sense for young adults?

Many Ohio residents understand that having an estate plan can be helpful to themselves and to their families. However, far too many people continue to put off estate planning because they think that they have not reached a point in…

Five Things You Need to Know About Medicare Planning

Planning for Medicare might be something you would like to avoid; but if you are anywhere near age 65, then understanding how Medicare works, and knowing how to get the most out of it, is one of the most important…

15 Irregular Expenses to Remember When Retirement Planning – Part 1 of 2

When planning for retirement, your predicted monthly budget becomes the central calculation factor. Tools like budget calculators and spreadsheets help approximate the amount of money you’ll need to live on each year. Knowing this can be a comfort to seniors…

15 Irregular Expenses to Remember When Retirement Planning – Part 2 of 2

The key to a happy, relaxed retirement is remembering to calculate not only for the basics; but also for annual, impulse, opportunity, emergency, and recreational spending. Last week we discussed home & garden and lifestyle considerations. Let’s get back into…