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Social Security ALERT: No More Annual Earnings Statements

Social Security Annual Earning Statements Eliminated If you look forward to receiving your social security yearly earnings statements in the mail and you had a birthday last summer, you may have...

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Social Security and Divorce Alert

“The problem with receiving unearned income through adjudication/settlement agreements In A divorce or dissolution when one receives social security income or social security disability income” If you...

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Social Security Benefits Can Be Maximized Post Final Divorce Decree

Divorce Final? How To Maximize Your Social Security Retirement Benefit By Utilizing The Divorced Spouse Benefit Your divorce is finalized!  It is over and done, and you have moved on with your life....

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Special Needs Trusts in Ohio in a Nutshell

Should an individual with special needs receive a large sum of money, it is often wise to have the individual or his/her fiduciary establish a special needs trust in order to not jeopardize assistance...

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Disabled Individuals May Save and Invest Without Losing Need-Based Benefits

Social Security Disability Benefits New Investment Program, “STABLE” Available To Disabled Ohioans Who Are On Social Security Disability Benefits Back in 2016, then Ohio Treasurer Josh Mandel announced...

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A Post-Divorce Checklist

Move Forward With These Important Transition Tips So you have are about to finish your divorce case. Now what? While there is a lot of information about divorce and the process itself online, there is...

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Divorced? Are You Eligible to Collect Social Security Benefits off Your Ex’s...

Divorced Spouse Can Collect Social Security Benefits Under Certain Conditions A Divorced Spouse May Be Eligible For Social Security Benefits Once They Hit Retirement Age Typically, when a divorce is...

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