Legal

If you want to make a gift to family members but have exceeded the annual gifting limit, there is another way. Payments for a family member’s education or health care expenses are exempt from the gift tax. ...

While it may be tempting to just take out a pen and make changes to your will by hand, don't. Changes will not be effective unless you use the same formalities as you did when drafting the will. And depending on state law, changes made by hand on the will may void the will altogether. ...

When you first took on the role of executor, you were probably more focused on the honor than on the responsibilities, being recognized as the go-to person in the family making things right. Perhaps you were the one to resolve difficult issues in the past, but you should know that being an executor is different, especially when there is a surviving spouse.  ...

While it may be tempting to just take out a pen and make changes by hand, this is not recommended. Changes will not be effective unless you use the same formalities as you did when drafting the will. And depending on state law, changes made by hand on the will may void the will altogether. If you sign your name to handwritten changes and have the changes witnessed, it is possible a court will find that the changes are valid, but there is no guarantee and there are likely to be delays with the court while your final wishes are sorted out. ...

Most of us know that Medicaid and nursing home care expenses are intertwined, but exactly how? If you're exploring ways to pay for a nursing home for a loved one, it's good to understand the basics and how they can vary, state by state. ...

Northeast Ohio Boomer & Beyond, in cooperation with The Normandy Senior Living, is thrilled to bring you Boomer Bash West 2021. The Hawaiian-themed night will include a mix of entertainment, education, meet our editors + trivia fun, raffle/giveaways, complimentary small bites, happy-hour priced cocktails, photo spot fun and much more. It is all about Celebrating Better Living After 50! ...

We can’t plan for everything, but we can talk about what is most important — in your life and in your health care — with those who matter most. In honor of National Healthcare Decisions Day, Hospice of the Western Reserve is offering a free one-hour virtual workshop, “Advanced Care Planning: Courage in Conversation.” ...

In many, if not most, cases when mom moves in with daughter and son-in-law or daughter and son-in-law move in with mom, everything works out well for all concerned. But it's important that everyone, including siblings living elsewhere, find answers to their questions. ...