Asset Protection

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With the sky-high costs of long-term care, it’s essential to create a plan to protect the assets you worked so hard to build, like your home, retirement accounts, and more.

Securing Your Tomorrow, Today

A group of five people sitting at a table outdoors, smiling and enjoying a meal together. An elderly woman and a young girl are in the foreground hugging and smiling, with three adults in the background also smiling.

70% of Americans over the age of 65 will need nursing home care in the future.

- United States Health and Human Services, 2019

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“Todd did an excellent job guiding me on how to get my affairs in order for the future. He made it easy and understandable!”

- Melissa C. Rocky River

We’ll craft a path to success for you through our estate and elder law knowledge, personalized for your unique circumstances.

Focused on You and Your Goals

Our Four Step Process

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Design - You share your story, goals, and values with our team, then we’ll design your unique asset protection plan.

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Protect - Instead of cookie-cutter estate planning, we take into account your needs and ever-changing Ohio laws and tax codes to protect your assets for the long term.

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Align - We lock in your legacy and title your assets to work seamlessly with your trust to avoid probate and unnecessary taxes.

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Partner - As your lifetime partner, we revisit your estate planning over your lifetime to ensure your plan changes as your life changes.

Preparing Today for a Secure Tomorrow

  • A young woman shows documents to an elderly couple sitting at a dining table, engaged in conversation, with a laptop and mugs on the table, in a well-lit living room.

    Estate Planning

    Take proactive steps to prepare the basic documents everyone needs, including wills and trusts, to protect your hard work.

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  • Two men sitting on a couch in a living room, smiling, with sunlight coming through the window.

    Medicaid Planning

    Ensure financial security and asset protection, offering peace of mind amid potential long-term care costs.

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  • An elderly woman using a walker inside a home with wooden walls and a large bookshelf filled with books.

    Long-Term Care Planning

    Gain financial stability and comprehensive support, ensuring a dignified and secure future as you age

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  • A woman smiling and holding hands with a young girl in a wheelchair in a living room.

    Special Needs Planning

    Secure tailored support and maximize resources to provide the best possible life for someone with disabilities, empowering them to lead fulfilling lives with dignity and independence.

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  • An elderly man with a cane walking outdoors with a young woman who is supporting him by holding his arm, in a park or garden setting with trees and a house in the background.

    Veterans Benefits

    Attain comprehensive guidance and support to navigate complex eligibility criteria and maximize Veteran entitlements.

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Take the first step towards peace of mind – proactive planning will secure your retirement and your family’s future for years to come.

Contact us for personalized guidance.

Contact Us