Protecting Investments With Strategic Solutions

Estate Planning With A Business-Minded Approach

At Delev & Associates, we tackle complex, detailed financial and legal matters with deliberation and precision. As business-minded attorneys at a creditors’ rights law firm, we often encounter clients who want and need to coordinate business assets and personal financial portfolios in their estate plans.

We welcome both existing and new clients who are interested in our estate-related services. In estate planning, as in other areas of our practice, we apply cutting-edge technology and our well-honed information-gathering skills in a personalized, comprehensive way.

Elements Of Sound Estate Planning

We can guide you in achieving your estate planning objectives through one or more of the following tools:

  • A will: A simple, complex or pour-over will
  • One or more trusts: A revocable living trust, an irrevocable trust, a special needs trust and/or a generation-skipping trust
  • A durable power of attorney (POA): A legal tool empowering an agent of your choosing to manage your bank accounts, sell property on your behalf and otherwise take care of your material possessions if you are incapacitated
  • A health care directive: Sometimes called a “living will”; instructions about your wishes and/or the naming of a proxy who will be able to make medical decisions for you if you are incapacitated

Our attention to detail and tailored solutions can help you protect your assets and investments. We will approach each aspect of your estate plan with the aim of helping you pursue the best outcome based on your individual family and financial circumstances and goals.

About Ohio Medicaid Estate Recovery

Even if you have a will, the state of Ohio may reclaim reimbursement from your estate for any Medicaid that you receive after age 55 or after being permanently institutionalized. A lengthy nursing-home stay near the end of life can result in a costly Medicaid outlay for someone of almost any financial status. Exceptions exist to cover the needs of a surviving spouse, children under age 21 and children of any age with blindness or other disabilities. We will make sure that you understand what this state policy may mean for your estate as you plan for the future.

Create Or Update Your Estate Plan In Line With Your Overall Financial Strategies

Consult with one or more of our lawyers who see life from a business perspective, just as you do. Leave no loose ends unaccounted for.

To schedule a consultation, call 513-277-0816 or send us an email inquiry for a prompt response.

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