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Bullet-Proof Your Estate Plan

By Sponsored Content
January 8, 2026
Four core documents – the Last Will and Testament, the Financial Power of Attorney, and the Health Care Power of Attorney and Living Will – are the cornerstones of an effective estate plan. With these documents in place, you can easily bullet-proof your estate plan in the new year. ...
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The Inheritance Expectation Gap

By Compiled by NEO Thrive Staff from Outside Sources
January 5, 2026
Most of us don't want to appear greedy, and asking about a potential inheritance can easily fall into that category, but estate planners say that honest conversations about money can prevent hard feelings later if there are unclear or uncommunicated estate plans. ...
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Why You Might Need More Than a Simple Will

By Sponsored Content
December 4, 2025
A simple will or joint ownership often leaves your carefully built legacy vulnerable to common, yet devastating, pitfalls — specifically, the four great threats: divorce, death, lawsuits and poor spending habits. ...
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Debunking 8 Estate Planning Myths

By Submitted to Northeast Ohio Thrive
November 21, 2025
Estate planning is crucial for everyone, regardless of age or wealth, to protect your family, money, property, and wishes. Many common myths about estate planning can lead to significant problems. ...
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What You Need to Know About Durable Powers of Attorney

By Submitted to Northeast Ohio Thrive
November 3, 2025
Though you are likely in good health now and can handle your own financial transactions and health care decisions, there is always a chance you could lose that ability. A good estate plan includes documents that designate someone to make legal, financial and medical decisions if you can't. ...
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Can I Give My Kids $19,000 a Year and Apply for Medicaid?

By Submitted to Northeast Ohio Thrive
September 25, 2025
If you have money to give your children, you certainly can, but you should be aware that you may face consequences should you apply for Medicaid long-term care coverage within five years after each gift. ...
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Your Fall Legal Checklist

By Jennifer E. Peck
September 4, 2025
Family changes with births, marriages, divorces and deaths. Finances change as we first save for and then spend for college and/or retirement. Health changes as we age and deal with complicated ailments. Your old estate plan might be out of date, or maybe you need to make one. ...
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Living Wills, Health Care Directives and Other Vital Documents

By Submitted to Northeast Ohio Thrive
July 25, 2025
More than essential legal tools, these documents can help you shape the life you want to lead as you age. The planning and thought involved in making and maintaining advance directives can give you a sense of autonomy and peace. ...
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