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While there are a vast number of professionals in Law, Finance and Insurance, it’s helpful to find one experienced with seniors and the specific issues affecting this age group. A professional who understands the special needs and nuances impacting older adults will likely be more empathetic and effective.

A B C D E F G H I J K L M N O P R S T V W Z

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Aflac

Contact: David Cosentino
Work 6505 Rockside Road Ste 125 Independence Ohio 44131 Work Phone: 216-570-7013Website: www.aflac.com

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Work 23500 Mercantile Road, Suite C Cleveland Ohio 44122 Work Phone: 216-464-1542Website: www.berson-sokol.com

Brooker Financial Corp

Reverse Mortgage GroupContact: Joseph Wolf
Work 10749 Pearl Road Suite 2-D Strongsville OH 44136 USACell Phone: 440-847-9653Website: Brooker Financial Corp

Butcher Elder Law

Contact: Samuel Butcher
Work 11565 Pearl Road Suite 301 Strongsville Ohio 44136 Work Phone: 440-268-8284Website: www.butcherelderlaw.com

E

Edward Jones

Contact: Kim Plzak
Home 36591 Center Ridge Rd Suite 103 Lorain North Ridgeville OH 44039 USAWork Phone: 440-327-0347Cell Phone: 440-240-3814Website: www.edwardjones.com/kim-plzak

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Health Markets

Contact: Mark Odabashian
Work 3075 Medina Rd Medina OH 44256 Cell Phone: 216-956-2961Website: www.healthmarkets.com/modabashian
Work 23240 Chagrin Blvd Suite 880 Beachwood OH 44122 Work Phone: 216-595-6444Website: www.hwfa.com

J

Work 27893 Clemens Road Westlake OH 44145 Work Phone: 216-394-1453Website: www.jacksondieken.com
Work 32730 Walker Road, Suite 295 Avon Lake Ohio 44012 United StatesWork Phone: 440-930-2826Work Fax: 440-930-2896Website: www.JosephLMotta.com

K

Kaczmarek Insurance

Contact: Darlene Kaczmarek
Work 2633 State Rt 59, Suite B Ravenna Ohio 44266 Work Phone: 330-296-5882Website: www.kisincltc.com
Work P.O. Box 443 Richfield Ohio 44286 Work Phone: 330-659-3579Website: The Koewler Law FirmWebsite: Subscribe to "Seniors and Special Needs News"Blog: 11/28/13 - The Koewler Law Firm’s MissionBlog: 1/3/14 - New Ohio Medicaid financial standards after cost of living adjustmentsBlog: 1/10/14 - My Family’s Experience with Nursing Homes – Grandma SchneiderBlog: 1/17/14 - Get organized for your parents’ long term careBlog: 1/24/14 - The Most Frustrating Words that People Say to MeBlog: 1/3/14 - Family is the other F wordBlog: 2/7/14 - When did Fredo die?Blog: 2/14/14 - Looking Out for our Elderly Loved OnesBlog: 2/21/14 - Managed care for Ohio Medicare/Medicaid “Dual Eligibles”Blog: 2/28/14 - My Care Ohio: A Triumph of the Stick over the CarrotBlog: 3/7/14 - Your Options in “My Care Ohio,” managed care for Medicare/Medicaid “Dual Eligibles”Blog: 3/13/14 - What to choose in “My Care Ohio,” managed care for Medicare/Medicaid “Dual Eligibles”Blog: 3/20/14 - IRAs and 401Ks are not for tax avoidance. They are for tax timing.Blog: 3/27/14 - IRAs and 401Ks – Withdrawing Money Too SlowlyBlog: 4/3/14 - IRAs and 401Ks – Withdrawing Money Too QuicklyBlog: 4/4/14 - IRA and 401k Withdrawal Strategy – Don’t be Stupid about ItBlog: 4/17/14 - IRAs and 401Ks and the Risk of Long Term CareBlog: 4/24/14 - IRA and 401k withdrawal strategy – The Condensed VersionBlog: 4/24/14 - IRAs and 401Ks – What if your state’s Medicaid doesn’t count them?Blog: 5/8/14 - I made a Woman CryBlog: 5/15/14 - Protecting against Long Term Care Costs in the FutureBlog: 5/22/14 - Deciding whether to buy Long Term Care InsuranceBlog: 5/29Buy Long Term Care insurance from a proven, stable insurance company/14/ -Blog: 6/5/14 - Identifying a proven, stable Long Term Care insurance companyBlog: 6/13/14 - Get Inflation Protection in your Long Term Care Insurance PolicyBlog: 6/19/14 - How much Long Term Care Insurance to BuyBlog: 6/22/14 - What daily rate to choose when buying Long Term Care InsuranceBlog: 7/3/14 - Keep your doctor separate from your Managed Care Organization in the “My Care Ohio” programBlog: 7/10/14 - Look carefully at the list of Activities of Daily Living before buying Long Term Care InsuranceBlog: 7/17/14 - The Pile-of-Money policy versus the Period-of-Time policy in Long Term Care InsuranceBlog: 7/25/14 - Make sure to include Cognitive Impairment coverage in your Long Term Care InsuranceBlog: 7/30/14 - Tax-qualified or Non-tax-qualified Long Term Care InsuranceBlog: 8/5/14 - Partnership program for Long Term Care InsuranceBlog: 8/14/14 - Long Term Care Insurance combined with Life InsuranceBlog: 8/21/14 - Long Term Care Insurance with a Return of Premium acts like a Hybrid PolicyBlog: 8/28/14 - Get only enough Long Term Care Insurance to Protect your Life SavingsBlog: 9/5/14 - Coordinating Long Term Care Insurance with expected Veterans’ BenefitsBlog: 9/11/14 - Long Term Care Insurance and Elder Law Attorneys Work TogetherBlog: 9/19/14 - Giving Assets Away to Protect against Long Term Care CostsBlog: 9/25/14 - Gifts to Trusts as a way to Protect against Long Term Care CostsBlog: 10/2/14 - Gifts to LLCs as a way to Protect against Long Term Care CostsBlog: 10/9/14 - Gifts to your Children as a way to Protect against Long Term Care CostsBlog: 10/16/14 - Gifts to Charity as a way to Protect against Long Term Care CostsBlog: 10/23/14 - Gifts to your Spouse as a way to Protect against Long Term Care CostsBlog: 10/31/14 - Happy Halloween! The next scary holiday is Election Day!Blog: 11/6/14 - Medicare Supplement or Advantage Plan? Choose carefully.Blog: 11/13/14 - “My Care Ohio” Enrollment for 2015Blog: 11/20/14 - Medicare Supplement or Advantage Plan? More detailsBlog: 11/26/14 - Gifts as a way to Protect against Long Term Care Costs – Comparing StrategiesBlog: 12/4/14 - “My Care Ohio” could cut off your Long Term Care BenefitsBlog: 12/11/14 - Doing Nothing to Plan Ahead for Long Term Care CostsBlog: 12/18/14 - Comparing Strategies to Pre-Plan for Long Term Care CostsBlog: 1/8/15 - 2015 Ohio Medicaid financial standards for long term careBlog: 1/16/15 - My Family’s experience with Nursing Homes – Aunt GertBlog: 1/22/15 - My Family’s experience with Nursing Homes – Grandma CookBlog: 1/29/15 - My Family’s experience with Nursing Homes – Grandma Cook in hindsightBlog: 2/5/15 - ABLE Act accounts are great – In ModerationBlog: 2/12/15 - Happiness in long term care is (mostly) up to the residentBlog: 2/19/15 - Special Legal Needs of People with Special NeedsBlog: 2/26/15 - Income for People with Special NeedsBlog: 3/5/15 - Medical Insurance for People with Special NeedsBlog: 3/12/15 - How can someone with Special Needs become eligible for SSI – The Disability TestBlog: 3/19/15 - How can someone with Special Needs become eligible for SSI – The Financial TestsBlog: 3/26/15 - How can someone with Special Needs achieve Financial Eligibility for SSIBlog: 4/2/15 - The Special Needs Trust and Qualifying for SSI and MedicaidBlog: 4/9/15 - The Pooled Trust and Qualifying for SSI and MedicaidBlog: 4/17/15 - The ABLE Account and Qualifying for SSI and MedicaidBlog: 4/23/15 - Setting aside Money for a Loved One with Special NeedsBlog: 4/30/15 - Legal Issues when someone has Dementia – Who can Speak for a Person with Dementia?Blog: 5/7/15 - Legal Issues when Someone has Dementia – Leave Instructions about your Long Term Care PlanningBlog: 5/14/15 - Legal Issues when someone has Dementia – Advance Directives are DoneBlog: 5/21/15 - Legal Issues when someone has Dementia – Can Advance Directives be done?Blog: 5/30/15 - Legal Issues when someone has Dementia – Preparing Power of Attorney for Health CareBlog: 6/4/15 - Legal Issues when Someone has Dementia – Considering the Living WillBlog: 6/11/15 - Legal Issues when someone has Dementia – Preparing a General Power of AttorneyBlog: 6/18/15 - Legal Issues when someone has Dementia – Make General Power of Attorney “Durable”Blog: 6/25/15 - Legal Issues when someone has Dementia – DON’T Make General Power of Attorney “Springing”Blog: 7/2/15 - Legal Issues when someone has Dementia – Revoke prior Powers of AttorneyBlog: 7/9/15 - Legal Issues when someone has Dementia – Consider a Do Not Resuscitate OrderBlog: 7/16/15 - Legal Issues when someone has Dementia – Consider a Right of Disposition DesignationBlog: 7/23/15 - Legal Issues when someone has Dementia – Consider a WillBlog: 7/3/15 - Legal Issues when someone has Dementia – Update Beneficiary DesignationsBlog: 8/6/15 - Legal Issues when someone has Dementia – Consider whether to Pre-Plan a FuneralBlog: 8/14/15 - Legal Issues when someone has Dementia – Choosing a Final Resting PlaceBlog: 8/20/15 - 18 Year Old needs Health Care Power of AttorneyBlog: 8/27/15 - Legal Issues when someone has Dementia – Pre-Planning a Funeral CeremonyBlog: 9/3/15 - Legal Issues when someone has Dementia – Consider how to Pay for a FuneralBlog: 9/5/15 - Legal Issues when someone has Dementia – Think about Medical InsuranceBlog: 9/17/15 - Legal Issues when someone has Dementia – Consider Long Term Care Insurance5 -Blog: 9/24/15 - Legal Issues when someone has Dementia – Seek out an Elder Law AttorneyBlog: 10/1/15-Legal Issues when someone has Dementia – GuardianshipBlog: 10/8/15 - Legal Issues when someone has Dementia – Application for GuardianshipBlog: 10/15/15 - Medicare Open Enrollment is here. Choose your insurance plan wisely.Blog: 10/22/15 - Legal Issues when someone has Dementia – Family conflict in GuardianshipsBlog: 11/5/15 - “My Care Ohio” Enrollment for 2016Blog: 11/12/15 - Legal Issues when someone has Dementia – “Incompetence” Determination in GuardianshipsBlog: 11/19/15 - Legal Issues when someone has Dementia – “Incompetence” Determination in GuardianshipsBlog: 12/4/2015 - Legal Issues when someone has Dementia – Picking the Best GuardianBlog: 12/10/2015 - Legal Issues when someone has Dementia – Difficulties for a Family Member as GuardianBlog: 12/17/2015 - Legal Issues when someone has Dementia – Difficulties with a Professional GuardianBlog: 1/8/2016 - 2016 Ohio Medicaid financial standards for long term careBlog: 1/15/2016 - Legal Issues when someone has Dementia – Terminating a GuardianshipBlog: 1/22/2016 - Legal Issues when someone has Dementia – Alternatives to GuardianshipBlog: 1/29/2016 - Legal Issues when someone has Dementia – The Spouse’s Advance DirectivesBlog: 2/5/2016 - You may already be in a Medicaid Spend-Down for Long Term CareBlog: 2/12/2016 - I want to Stay in my HomeBlog: 2/19/2016 - I want to Stay in my Home – Home ModificationsBlog: 2/26/2016 - I want to Stay in my Home – Medication ManagementBlog: 3/4/2016 - I want to Stay in my Home – In-home CareBlog: 3/11/2016 - I want to Stay in my Home – TechnologyBlog: 3/18/2016 -I want to Stay in my Home – Services AvailableBlog: 3/25/2016 - I want to Stay in my Home – Aging Parent moving in with Adult ChildBlog: 4/1/2016 - I want to Stay in my Home – Adult Child Moving in with Aging ParentBlog: 4/8/2016 - I want to Stay in my Home – Cognitive DifficultiesBlog: 4/22/2016 - I Want to Stay in my Home – When to Move to a Care CommunityBlog: 4/29/2016 - Ohio Medicaid changes “Aged Blind Disabled” EligibilityBlog: 5/6/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Income LimitsBlog: 5/13/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Miller Trusts for “Too Much Income”Blog: 6/17/2106 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Using the Miller TrustBlog: 6/24/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Trying to understand the Miller TrustBlog: 7/1/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Must empty Miller Trust every monthBlog: 7/8/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Miller Trust can’t pay Health Insurance PremiumBlog: 7/15/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Miller Trust deposit rules confusingBlog: 7/22/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Changes to form Miller TrustBlog: 7/29/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Deposits Directly into Miller TrustBlog: 8/5/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Automatic Transfers into Miller TrustBlog: 8/12/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – “Invisible” Gross IncomeBlog: 8/19/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – State Buy-In for Medicare PremiumsBlog: 8/26/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Problems with Tax WithholdingBlog: 9/2/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Limit on monthly Miller Trust feesBlog: 9/9/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Tax Refunds may be counted TwiceBlog: 9/15/2016- Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Real Estate blocks EligibilityBlog: 9/22/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Intent to Return HomeBlog: 9/29/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Dependent Family Member in the HomeBlog: 10/6/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Co-Owned ResidenceBlog: 10/20/2016 - Medicare Annual Enrollment is here. Choose your insurance plan wisely.Blog: 10/27/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Property Essential to Self-SupportBlog: 11/3/2016 - “My Care Ohio” (People on both Medicare and Medicaid) Enrollment for 2017Blog: 11/10/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Spouse’s Retirement FundBlog: 11/17/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Penalty Recovery through Partial Give-BackBlog: 12/2/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – End of Promissory NotesBlog: 12/9/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Penalty Recovery through a Special Needs TrustBlog: 12/16/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – Penalty Recovery through AnnuitiesBlog: 12/23/2016 - Ohio Medicaid changes “Aged Blind Disabled” Eligibility – No more Monthly “Spend Down”Blog: 1/6/2017 - 2017 Ohio Medicaid Financial Standards for Long Term CareBlog: 1/13/2017 - Ohio Medicaid 2016 Rule Change on Real Property may not StickBlog: 1/20/2017 - Ohio Medicaid 2016 Rule Changes – Change of Heart on “Intent to Return” HomeBlog: 1/27/2017 - Special Needs Trust Fairness ActBlog: 2/3/2017 - 2017 Ohio Medicaid Financial Standards for Long Term Care – UpdateBlog: 2/10/2017 - ABLE Accounts for People with Special NeedsBlog: 2/24/2017 - Be careful who helps you with Veterans BenefitsBlog: 3/10/2017 - Medicare, Rehab, and Observation StatusBlog: 3/17/2017 -Medicare, Rehab, and “Failure to Improve”Blog: 5/12/2017 - Elder Law Attorney Dilemma

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Work 600 Superior Ave Suite 2100 Cleveland Ohio 44114 Work Phone: 216-348-5838Website: mcdonalhopkins.com

Merril Lynch

Contact: James Tusoch
Work 45 East Washington St Chagrin Falls OH 44022 Work Phone: 440-542-6112Website: www.ta.ml.com/james.p.tusoch

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Work Phone: 440-781-1383
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R

Reverse Mortgage Funding LLC

Reverse Mortgage SpecialistContact: Joseph Wolf
Work 7454 Baldwin Creek Drive Cleveland OH 44130 USAWork Phone: 440-847-9653Website: www.reversefunding.com/Joseph-Wolf
Work 4700 Rockside Road #620 Independence Ohio 44131 Work Phone: 216-447-9105Website: www.rmohiolaw.com
Work 8948 Canyon Falls Blvd #400 Twinsburg OH Cell Phone: 440-263-9201Website: www.richterhc.com
Work 6480 Rockside Woods Blvd., South Cleveland OH 44131 United StatesWork Phone: 216-447-1551Website: www.rbslaw.com

S

Stano Law Firm

Contact: Barbara Kornuc
Work 6650 Pearl Road Parma Heights Ohio 44130 CuyahogaCell Phone: 440-532-0820Work Phone: 440-888-6448