By Daniel A. Perry, Esq. The Coronavirus Aid, Relief, and Economic Security Act (commonly referred to as the CARES Act) was signed into law by President Trump, following bipartisan support, on March 27, 2020. In total, this was a $2.2 trillion-dollar stimulus package. Since then, there have been discussions in Washington D.C. regarding a second and […]
Do Medicaid Laws Differ When Spouses Reside in Different States? By Daniel A. Perry, Esq. In the Greater Cincinnati area, it’s common for one spouse to reside in an Ohio nursing facility and the other spouse to live in Kentucky. You should know that different Medicaid laws can apply depending on where each spouse lives. The […]
Major Estate Planning Law change goes into effect on January 1, 2020 In October, we published an article regarding the future of the Estate Tax in 2020 and addressed the passage of House Resolution 1499 by the House of Representatives on May 23, 2019. This is known as the Setting Every Community Up for Retirement […]
By Daniel A. Perry, Esq. As an estate planning attorney, I have the unique opportunity to speak with clients every day at a variety of stages of their lives. Recently, many have been asking the same question about estate tax changes: “Will the estate tax come back in 2020?” We are living in the largest […]
Will We See a Change to the Estate Tax in 2020? By Daniel A. Perry, Esq. As an estate planning attorney, I have the unique opportunity to speak with clients every day at a variety of stages of their lives. Recently, many have been asking the same question: “Will the estate tax come back in […]
By Daniel A. Perry, Esq.Our office helps several families plan their estates so that everything is as smooth as possible for their family when they pass away. However, when our clients own a small business, it can sometimes complicate the situation. Although, with the correct type of planning, it doesn’t have to be complicated. A […]
I was speaking with a client recently regarding the aspect of potential long-term care planning. This client was very worried about not having enough money to pay for their long-term care costs and had begun to investigate the possibility of attempting to qualify for Medicaid later in life, should this become an issue.Specifically, this client […]
By Daniel A. Perry, Esq.When a client first comes into my office, we normally have a discussion about their family and their general wishes when it comes to distributing their property to their loved ones. In addition, we will also have a discussion about disability and incapacity planning. This discussion always is centered around who […]
By Daniel A. Perry, Esq.The decision to transition a loved one to a long-term care nursing home facility is never an easy decision. In addition, the decision and discussion on how to pay for a loved one’s long-term care is an equally difficult decision.Furthermore, paying for long-term care is unique to each family’s circumstances and […]
Mark W. Reis took an unusual path to practicing attorney, but AR&H and our clients were fortunate to benefit from his legal acumen and professionalism. After teaching high school biology and physics, Mark switched his focus to the law. He graduated from the University of Cincinnati College of Law in 1983 and joined AR&H the […]