Business and Estate Planning
that makes sense

News & Events

May 2016

Free Medicaid Planning & Asset Protection Seminar

April 2016

Attorney Maura McCaughey to speak at monthly Interactive Community Education Event

December 2015

Newsletter

October 2015

Newsletter

April 21, 2015

Six Things to Consider Before Making Gifts to Grandchildren

 

April 7, 2015

Digital Assets: What You Should Know

 

September 3, 2014

Article by:  Abby Dachille

Mark Pirozzi Receives AEP Designation

 

August 26, 2014

Article by:  Abby Dachille

Inherited IRAs - What You Need to Know Click on the title to read the full article

 

August 6, 2014

Article by: Abby Dachille

Heading Back to School With an Eye on the Future  Click on the title to read the full article

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February 20, 2014

Article by: Maura A. McCaughey

The Importance of Estate Plan Reviews Click on the title to read the full article.

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November 11, 2013

Article by: Lindsay M.L. Koler

Increased Need for Long-Term Care Services    Click on the title to read the full article.

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October 31, 2013

Article by: Mark Pirozzi

Estate Planning Awareness Week    Click on the title to read the full article.

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October 23, 2013

Article by: Maura McCaughey

What are Advance Directives?    Click on the title to read the full article.

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October 14, 2013

Article by: Lindsay M.L. Koler

Avoiding a Guardianship    Click on the title to read the full article.

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September 4, 2013

Article by: Lindsay M.L. Koler

Will Robots Be The Caregivers of the Future?

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August 13, 2013

Article by: Lindsay M.L. Koler

Community Spouse‚Äôs Annuity is Not a Countable Resource for Medicaid                                          Applicant Spouse (D. N.J.) 

 


August 8, 2013

Article by: Maura McCaughey

Make Sure Family Agreements are in Writing.  A recent Ohio decision  explains the importance of ensuring your wishes are spelled out in writing. 

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August 6, 2013

Mark Pirozzi will be presenting at the upcoming seminar: Asset-Based Guide to Probate

Date:

Monday, August 26, 2013

Time:

9:00 AM - 4:30 PM

Location:

Holiday Inn Independence
6001 Rockside Road
Independence, OH 44131

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July 24, 2013

Article by: Maura McCaughey

My assets are protected when I transfer them to a trust, right?  A recent court decision explains when that is not the case.  Click on the title above to read the full article.

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