Entries by Dan Baron

Preventing Children From Blowing Through Their Inheritance

Blood is thicker than water and we get to pick our friends, not our families. There are a lot of pithy and whimsical sayings that have been passed down through the generations that attempt to explain and characterize the complex and often contradictory nature of family relations. When it comes to deciding who gets the […]

Estate Planning Essentials in Cleveland, Ohio

In a nutshell, estate planning is the most basic form of asset protection for you and your children. Over the years, estate planning has evolved into much more than just the protection of your assets, but it also discusses your preferences for long term care, probate avoidance, and efficiency. What Should I have as Part […]

Gray Divorce – Important Issues to Consider

Back in the day, societal pressure, economic dependence, or religious dogma often kept couples together. Before the 1950’s, divorce and separation weren’t even talked about in causal conversation, now 1 in 2 marriages end in some sort of post-marriage separation. Before the 1960’s, women weren’t in the workforce in the positions and numbers they are […]

Six-Month Creditor Claim Period

Payment of the decedent’s debts is one of the basic responsibilities of an estate fiduciary. Ohio law specifically provides that the fiduciary of an estate shall proceed with diligence to pay the debts of the decedent. The critical questions remain, however, of who to pay and when to pay them. Unless a fiduciary is confident […]

My LTC Policy Was Rejected By Medicaid, What Now?

Common scenario for Cleveland estate planning attorneys. Estate planning client comes in distraught. They did the smart and sensible thing, they purchased a long-term care insurance policy years ago to help cover the cost of later-in-life medical costs. They recently applied for Medicaid thinking their LTC policy wouldn’t be counted for calculating their Medicaid eligibility. […]