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Welcome to the blog of R. F. Meyer & Associates, where we share company news and informative articles related to our Elder Law, Probate and Estate Planning legal practice.
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Do You Have the Essential Legal Documents
To ease lack of capacity and or post-mortem financial issues, you need to secure documents and prepare instructions before you become disabled or pass away. Here is a list to review annually at tax preparation time to ensure orderly financial transactions after...
Social Security and Remarriage
Quite often clients visit us who are involved with a second marriage or contemplating a second marriage. And it is often the case that one of the spouses will have more social security earnings as a result of their prior marriage. Time and time again, these clients...
Ohio Estate Planning Revealed: Is A Trust Right for Me?
The beginning of 2011 saw changes in the federal estate taxes law which makes gifting much more attractive for all citizens, but for folks like you and me, the question always arises is what do I need a trust for? Here are a few examples with a short analysis. 1. ...
Going on Vacation this Summer? A Few Legal Issues to Consider
My husband and I were planning on going on vacation and it occurred to me that we have not made any arrangements in case something happened to us while we were on vacation. What type of planning should we do? There are five basic planning documents that you would be...
Browning and Meyer considered Authority by the Ohio Supreme Court
On May 18, 2011, the Ohio Supreme Court cited Browning & Meyer partners William Browning and Richard Meyer as an authority on Ohio recovery of estate assets for Medicaid reimbursement. The citation was noted in Slip Opinion No. 2011-Ohio-2267. In Re Estate of...
Travel and Emergency Tips
A few simple travel tips to ensure your summer trips are safe. Mail your luggage. For as little as $40 per bag, you can have FedEx (or others) deliver luggage directly to your hotel room – allowing you to avoid lines and travel with carry-ons only. Undress for...
How does a personal-liability umbrella policy work, and do you really need it?
It’s a cheap way to protect your assets from potentially devastating lawsuits. Even if your assets aren’t substantial, it can be well worthwhile to purchase a million dollar policy (or higher) to supplement your auto and homeowners liability coverage. Why? In the...
Wills: Go professional or ‘do-it-yourself’
Wills: Go professional Today's economy has many people clipping coupons and watching every penny. When it comes to estate planning and wills, however, going the "do it yourself" route could end up costly for your family. Sure, there are some situations where...