Your Elder Years Strategy 

I recently saw two advertisements from companies trying to help people "stop Medicaid from taking your retirement."  The ads paint a frightening picture and offer advice on how to avoid trouble. Typically, when you read between the lines of these advertisements, you see they're usually advising you to take one or two strategies: develop some kind of trust, or invest in some kind of financial product. I'm not suggesting that these are bad ideas or that the people sending you these advertisements are bad people. I do suggest that the concern for long-term care is not about buying a product. It's about establishing a strategy for how you wish to age.

  

U.S. Supreme Court Ruling Helps Students with Special Needs

On March 22, 2017, the U.S. Supreme Court unanimously held that a school must offer an IEP reasonably calculated to enable a child to make progress appropriate in light of the child's unique circumstances (Endrew F. v. Douglas County Sch. Dist. 2017 Lexis 2025).
 
  

Volume 7, Issue 2

  
  
Upcoming Events

SENIOR PLANNING SERIES
Learn what you need to know as you prepare for the years ahead in this complimentary educational series hosted by Attorney Blaine Brockman.

Mom's Health is Declining - How Do We Pay for Her Care?
Wednesday, May 3, 2017, 6:30 p.m.

Financial Planning for Medicaid: Strategies to Employ, Pitfalls to Avoid
Wednesday, May 17, 2017, 6:30 p.m.

Hard Decisions About Long-term Healthcare: Factors to Consider Now
Wednesday, May 31, 2017, 6:30 p.m.

Join us at La Scala in Dublin, Ohio, for appetizers and conversation.  Register by calling 614-879-4143 or e-mailing [email protected].  


SAVE THE DATE
Young professionals!  Join Attorneys David Banas, John Harrison, and Ethan Welch for happy hour.  Drinks, appetizers, networking, and information about estate planning specifically for people under age 40 provided.

Wednesday, May 31, 2017
4:30 p.m. - 6:30 p.m.

Hodge's
668 Euclid Ave., Cleveland

Registration information will be available here soon.  For more information, please call 216-861-0360 or e-mail [email protected].    


Turning Your Obstacles into Opportunities