Newsletter Archives

July 2014 - Practical Tips for Special Needs Planning
While estate planning is important for every family, it is especially important that families with special-needs children create a solid and well-informed estate plan in order to ensure the well-being of their special-needs child.

January 2014 - What is Nursing Home/Medicaid Planning?
For many of our clients, the cost of long-term care, including nursing home, in-home and assisted living care, is a serious concern especially as the cost continues to increase. At least 70% of people over age 65 will require some type of long-term care (“LTC”) during their lives1. These costs can severely impact a client’s immediate financial stability and the client’s plan to leave a legacy to his or her family.

February 2013 - Tax Time: A Good Time to Review Your Estate Plan
Most of us have now received our W-2s, 1099s and K-1s for tax year 2012 and have met with or are preparing to meet with our tax preparers to file income taxes for last year. At the same time, many of us will also formulate a plan for our 2013 taxes. Whether it is increasing contributions to retirement plans, maximizing deductions or just putting more into savings each month, tax planning is important.

August 2012 - The Value of Using Irrevocable Trusts in Medicaid Planning
Irrevocable trusts are a valuable tool in Medicaid and long term care planning. However, outright gifting of assets is also an option. This issue of Elder Counselor discusses the advantages of the irrevocable trust.

March 2012 - Understanding the Importance and Implications of Guardianships
Often in estate planning, attorneys present the idea of guardianship and/or conservatorship as a bad thing - something to be avoided. In a perfect world, we could move through our lives from cradle to grave without such things as guardianships and conservatorships.

January 2012 - The Importance of Planning Early
“Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein, American author and Time Management Expert.

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Dell Burtis Law is located in Tiffin, Ohio and assists clients throughout Seneca, Sandusky, Huron, Crawford, Wyandot, Hancock and Wood County, Ohio, with legal matters relating to Estate Planning (wills, trusts, powers of attorney), Elder Law (medicaid and nursing home planning), Business Law (formation, succession and purchases/sales) and Real Estate (titles, closings, agreements and easements).