Do you have a question for our team? 
If you have a general estate, business or special needs planning question  for one of our attorneys and would like to have the answer considered for inclusion in our next newsletter, please submit your question  here  .
All submissions are private. Only first name, last initial and city of residence are used.

A STABLE Account allows eligible individuals with disabilities to save and invest money without losing eligibility for certain public benefits programs like Medicaid, SSI or SSDI. Earnings in your STABLE Account are not subject to federal income tax, so long as you spend them on "Qualified Disability Expenses."

CLICK HERE to learn more about Ohio STABLE Accounts.

OPEN AN ACCOUNT on the Treasurer of Ohio's STABLE website.

Logan Philipps offers seminars to parents, educators and financial advisors to explain Ohio's STABLE accounts and how they work in conjunction with a special needs plan.
 
Would you like to host a presentation for your organization? 
SEND US AN EMAIL to schedule your event.

Resch and Root, LLC | 614.760.1801 | www.resch-root.com

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