AlerStallings

02/04/2026

Some of the most meaningful things we leave behind aren’t bank accounts or houses — they’re the personal items that hold memories. But how you leave those belongings matters. A will is one option, but it isn’t the only one — and in some cases it may not be the best way to make sure your wishes are honored.

From general gifts to specific bequests and personal property memorandums, there are several ways to plan how your cherished possessions are distributed after you’re gone. Thoughtful planning now can help prevent confusion and family disputes later.

📖 Read our latest blog to learn what options might be right for you and your family:
https://www.alerstallings.com/blog/estate-planning/is-a-will-the-best-way-to-leave-my-personal-belongings-to-loved-ones/

Learn how to avoid probate and protect your loved ones from its costs, delays, and stress. Discover essential estate planning tools like living trusts, asset protection trusts, joint ownership with right of survivorship, transfer-on-death, small estate administration. .

06/19/2025

Planning for Retirement? Don't overlook the power of a trust! Our latest blog, "Do You Need a Trust in Retirement?" Reveals why these aren't just for the ultra-rich.

Click to read more: https://www.alerstallings.com/blog/estate-planning/do-i-need-a-trust-in-retirement/
# AssetProtection

Worried about how to protect your assets in retirement? You’re not alone. One recent study found over half of Americans are worried they won’t be able to achieve financial security in retirement. Plus, a whopping 80% reported concern over the rising cost of long-term care. The best way to protec...

05/29/2025

Will moving to a nursing home cost you or your loved ones your home? 🏠 It's a real fear for many families, but it doesn't have to be your reality. Our latest blog post breaks down how nursing home costs can impact your assets and, more importantly, what you can do to protect what you've worked so hard for. Don't wait until it's too late – learn how to plan ahead!

Read more: https://www.alerstallings.com/blog/nursing-home-protection/can-nursing-home-costs-cost-you-your-home/

Don't lose your home to nursing home costs! Learn how Medicaid's "right of recovery" works and discover proactive strategies to protect your assets.

07/11/2022

You’re considering an estate planning attorney and they seem nice enough. How much more do you need to know? Actually, these 7 things:

https://bit.ly/3NRouYg

05/16/2022

Esther’s Law is now in effect. Here’s how it could give your family an extra set of eyes and ears in the nursing home.

https://bit.ly/3wle2Ts

05/13/2022

We’re excited to share DeJuanna Redding will be joining our Independence office as a Regional Client Administrator. She joins us from the financial services industry, where she specialized in cultivating an exceptional client experience. Now, she looks forward to serving you with heart. Welcome, DeJuanna!

05/12/2022

You don’t have to lose your home to get Medicaid assistance for your long-term care costs. Here’s how to navigate the rules.

https://bit.ly/3LplAZI

05/11/2022

You may notice a new face at our Gahanna office: our new Regional Client Administrator Bri Bogardus! Bri’s experience in company operations and fast-paced environments makes her an excellent fit to serve our clients with efficiency and compassion. Welcome, Bri!

05/06/2022

Buying and selling real estate in an irrevocable trust? Find out how the Medicaid lookback period may affect you.

https://bit.ly/37qfbPS

04/30/2022

Overwhelmed by the process of choosing a long-term care facility? Start with these 5 questions.

https://bit.ly/3iakqow

04/28/2022

Finding the right estate planning attorney is as easy as asking these 7 questions during your consultation.

https://bit.ly/3MG2MX8

04/26/2022

What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay?

Watch Anna break it all down on the Expedition Retirement Show℠.

What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay?   Watch Anna break it all down on the Expedition Retirement Show℠.     We know protecting against long-term care costs can be complicated, and ...