Asset Protection
With the sky-high costs of long-term care, it’s essential to create a plan to protect the assets you worked so hard to build, like your home, retirement accounts, and more.
Securing Your Tomorrow, Today
70% of Americans over the age of 65 will need nursing home care in the future.
- United States Health and Human Services, 2019
“Todd did an excellent job guiding me on how to get my affairs in order for the future. He made it easy and understandable!”
- Melissa C. Rocky River
We’ll craft a path to success for you through our estate and elder law knowledge, personalized for your unique circumstances.
Focused on You and Your Goals
Our Four Step Process
Design - You share your story, goals, and values with our team, then we’ll design your unique asset protection plan.
Protect - Instead of cookie-cutter estate planning, we take into account your needs and ever-changing Ohio laws and tax codes to protect your assets for the long term.
Align - We lock in your legacy and title your assets to work seamlessly with your trust to avoid probate and unnecessary taxes.
Partner - As your lifetime partner, we revisit your estate planning over your lifetime to ensure your plan changes as your life changes.
Preparing Today for a Secure Tomorrow
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Estate Planning
Take proactive steps to prepare the basic documents everyone needs, including wills and trusts, to protect your hard work.
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Medicaid Planning
Ensure financial security and asset protection, offering peace of mind amid potential long-term care costs.
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Long-Term Care Planning
Gain financial stability and comprehensive support, ensuring a dignified and secure future as you age
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Special Needs Planning
Secure tailored support and maximize resources to provide the best possible life for someone with disabilities, empowering them to lead fulfilling lives with dignity and independence.
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Veterans Benefits
Attain comprehensive guidance and support to navigate complex eligibility criteria and maximize Veteran entitlements.