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Ann Salek

Ann's Blogs

Charitable Bequests in Your Last Will and Testament: Will Your Intentions be Accomplished?

Many people satisfy their philanthropic goals through their estate plan, but this requires careful planning to ensure that your charitable intentions are accomplished.
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Should I get Remarried? Elder Law Issues Surrounding Remarriage (Part 2 of 2)

A second marriage later in life can trigger several issues regarding who will receive assets upon one spouse's death. However, additional issues may arise related to a spouse needing long term care (nursing home/assisted living).
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Should I get Remarried? Estate Planning Issues Surrounding Remarriage (Part 1 of 2)

As people live longer, remarriage becomes more and more common. People may lose their spouse or divorce while still contemplating a long life ahead for themselves. Statistics show that the largest population of people getting remarried are in the age
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Charitable Donations Through IRA Planning

What have I built during my life, both personally and financially? What type of legacy do I want to leave? Planning your estate is the ideal time to consider your philanthropic goals.
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Transfer of the Home to a Child- Medicaid Planning/ Elder Law

The Ohio Department of Medicaid issued new agency rulings effective September 1, 2017 which include the documentation required to exempt a transfer of an applicant's home to a child who was caring for the applicant.
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What Does it Mean To Be a Power of Attorney For Someone?

A little advice about how to conduct financial transactions through a power of attorney can save a lot of potential trouble in the future.
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Charitable Donations Through IRA Planning

Planning your estate is the ideal time to consider your philanthropic goals. Once you establish your goals, you can then work with a planner to determine the most financially savvy and expeditious avenue to accomplish those goals.
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Transfer of the Home to a Child - Elder Law and Medicaid Planning

The Ohio Department of Medicaid issued new agency rulings effective September 1, 2017.
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Why Does Everyone Tell Me to Avoid Probate?

Probate is a court procedure that enables your estate assets to transfer to your heirs. When you pass, the "title" to certain assets cannot transfer to your heirs unless your Will is probated.
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What is Elder Law?

Elder law attorneys need to advise clients regarding long-term care planning. This includes financial issues pertaining to how to pay for long-term care and whether lifetime savings can be protected from having to be depleted to pay for long-term care.  Planning discussions include long-term care insurance, privately self-insuring to pay for long-term care, obtaining Medicaid benefits, or obtaining Veterans Aid and Attendance benefits to pay for long-term care.
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Estate Planning and Elder Law: When Do I Need a Trust

In my estate planning and Elder Law practice, I am often asked, "Do I need a trust?" Many people hear about their friends or family that have a trust and they think maybe they need one too.
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SHOULD I ADD ONE OF MY CHILDREN TO MY BANK ACCOUNT?

If your intention is to give someone access to your accounts so that you have someone to help you with your finances in the event you are unable to independently handle your own finances, you can accomplish that goal through a Power of Attorney.
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