The Winfield Group KWGM Real Estate Agent

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10/08/2024

Good Morning Everyone! You don't want to miss this event! The Lorain County Office on Aging and Lorain County Community College are presenting the 2024 Aging Well Senior Expo

The Senior Expo will take place from 10 a.m. to 2 p.m. today in the Spitzer Center at LCCC.

Attendees will learn about valuable community services that specifically benefit older adults from over 50 exhibitors, including free workshops and lunch, health checkups, giveaways and prizes, according to the release.

Collector’s Gallery also will have its free antique appraisal at this event,

I will be one of the venders at the expo. Stop by my table to enter and win a $25 Bob Evans gift card!

08/22/2024

Just a reminder. Please join us tomorrow for a Free Medicaid and Long-Term Care Planning Seminar at the Lorain County Office On Aging in Elyria from 10am-11am. Donuts and coffee served to all attendees!

Keller Williams Greater Metropolitan
Scott Winfield – Certified Probate Real Estate Specialist (C.P.R.E.S)
Learn how your local Certified Probate Real Estate Specialist may relieve some of the burden associated with either downsizing or settling an estate. Scott does this by being a primary resource for families whether they are transitioning to a smaller home or an executor/executrix in navigating the probate selling process.
Dooley Gembala McLaughlin Pecora
Daniel J. Kloos, Esq. - Estate Planning Attorney
Daniel is an estate planning attorney licensed in Ohio and Florida. He recognizes that navigating the requirements of Medicaid long term care eligibility can be daunting. Accordingly, Daniel seeks to demystify the requirements of Medicaid long term care eligibility and to help families thoroughly understand the importance of smart planning regarding their assets and income to meet the eligibility criteria.
Caring Transitions of Cleveland Western Suburbs
Ryan Sims – Operations Manager
Life transitions can be challenging, especially when an older adult is contemplating a life change such as downsizing or right-sizing. Ryan oversees all day-to-day Operations and provides useful tips that can minimize stress related to decluttering, sorting, organizing, and moving. Ryan will also share how the compassionate team of trusted professionals at Caring Transitions can assist with relocation and transition when help is needed. Ryan ensures that every aspect of our business runs smoothly. As the first point of contact for our clients, his dedication and professionalism set the tone for the exceptional service we provide.

08/17/2024

Hello Everyone! Just a reminder about a Free Medicaid and Long-Term Care Planning seminar I am holding at the Lorain County Office On Aging next week on August 22nd from 10am-11am. You don't want to miss this event. There will be 3 speakers that specialize in this field. Get all your questions answered by at the Q & A session after the presentation!

Keller Williams Greater Metropolitan
Scott Winfield – Certified Probate Real Estate Specialist (C.P.R.E.S)
Learn how your local Certified Probate Real Estate Specialist may relieve some of the burden associated with either downsizing or settling an estate. Scott does this by being a primary resource for families whether they are transitioning to a smaller home or an executor/executrix in navigating the probate selling process.
Dooley Gembala McLaughlin Pecora
Daniel J. Kloos, Esq. - Estate Planning Attorney
Daniel is an estate planning attorney licensed in Ohio and Florida. He recognizes that navigating the requirements of Medicaid long term care eligibility can be daunting. Accordingly, Daniel seeks to demystify the requirements of Medicaid long term care eligibility and to help families thoroughly understand the importance of smart planning regarding their assets and income to meet the eligibility criteria.
Caring Transitions of Cleveland Western Suburbs
Ryan Sims – Operations Manager
Life transitions can be challenging, especially when an older adult is contemplating a life change such as downsizing or right-sizing. Ryan oversees all day-to-day Operations and provides useful tips that can minimize stress related to decluttering, sorting, organizing, and moving. Ryan will also share how the compassionate team of trusted professionals at Caring Transitions can assist with relocation and transition when help is needed. Ryan ensures that every aspect of our business runs smoothly. As the first point of contact for our clients, his dedication and professionalism set the tone for the exceptional service we provide.

05/28/2024

Please Join Us for a Free Medicaid & Long-Term Care Planning Seminar on June 21, 2024 from 10am-11am at the Lorain County Office on Aging. Located at 534 S. Abbe Rd in Elyria. Donuts & Coffee will be served.

Keller Williams Greater Metropolitan
Scott Winfield – Certified Probate Real Estate Specialist
Learn how your local Certified Probate Real Estate Specialist may relieve some of the burden associated with either downsizing or settling an estate. Scott does this by being a primary resource for families whether they are transitioning to a smaller home or an executor/executrix in navigating the probate selling process.

Dooley Gembala McLaughlin Pecora
Daniel J. Kloos, Esq. - Estate Planning Attorney
Daniel is an estate planning attorney licensed in Ohio and Florida. He recognizes that navigating the requirements of Medicaid long term care eligibility can be daunting. Accordingly, Daniel seeks to demystify the requirements of Medicaid long term care eligibility and to help families thoroughly understand the importance of smart planning regarding their assets and income to meet the eligibility criteria.

Caring Transitions of Cleveland Western Suburbs
Lisa Warneck - Business Development & Marketing
Life transitions can be challenging, especially when an older adult is contemplating a life change such as downsizing or right-sizing. Lisa provides useful tips that can minimize stress related to decluttering, sorting, organizing, and moving. Lisa will also share how the compassionate team of trusted professionals at Caring Transitions can assist with relocation and transition when help is needed.

Q & A session after the presentation!

04/04/2024

ONE WEEK FROM TODAY!
Please join us on April 11th for a Free Educational Seminar Medicaid Planning Seminar! The event is being held at the North Ridgeville Senior Center from 10am-11am. Coffee and donuts will be served!
Estate Planning Attorney Daniel J. Kloos earned his JD degree from Cleveland-Marshall College of Law in 2021 and is licensed to practice law in Ohio and Florida. He recognizes that navigating the requirements of Medicaid long term care eligibility can be daunting. Accordingly, Daniel seeks to demystify the requirements of Medicaid long term care eligibility and to help families thoroughly understand the importance of smart planning regarding their assets and income to meet the eligibility criteria. Daniel will discuss Medicaid planning tips including:
• Structuring estate planning documents (such as wills, POAs, and trusts) to help avoid probate.
• How to become eligible for Medicaid long-term care and ways to pay for long-term care.
• Getting ready for the 5-year Medicaid look-back financial audit before applying for Medicaid.
• How to plan for emergencies (i.e., use of irrevocable trust to protect assets).
• Medicaid Estate Recovery repayment upon an enrollee’s death.

04/01/2024

Please join us on April 11th for a Free Educational Seminar Medicaid Planning Seminar! The event is being held at the North Ridgeville Senior Center from 10am-11am. Coffee and donuts will be served!
Estate Planning Attorney Daniel J. Kloos earned his JD degree from Cleveland-Marshall College of Law in 2021 and is licensed to practice law in Ohio and Florida. He recognizes that navigating the requirements of Medicaid long term care eligibility can be daunting. Accordingly, Daniel seeks to demystify the requirements of Medicaid long term care eligibility and to help families thoroughly understand the importance of smart planning regarding their assets and income to meet the eligibility criteria. Daniel will discuss Medicaid planning tips including:
• Structuring estate planning documents (such as wills, POAs, and trusts) to help avoid probate.
• How to become eligible for Medicaid long-term care and ways to pay for long-term care.
• Getting ready for the 5-year Medicaid look-back financial audit before applying for Medicaid.
• How to plan for emergencies (i.e., use of irrevocable trust to protect assets).
• Medicaid Estate Recovery repayment upon an enrollee’s death.

03/11/2024

Please join us 1 month from today for a Free Educational Seminar Medicaid Planning Seminar! The event is being held at the North Ridgeville Senior Center on April 11th from 10am-11am. Coffee and donuts will be served!
Estate Planning Attorney Daniel J. Kloos earned his JD degree from Cleveland-Marshall College of Law in 2021 and is licensed to practice law in Ohio and Florida. He recognizes that navigating the requirements of Medicaid long term care eligibility can be daunting. Accordingly, Daniel seeks to demystify the requirements of Medicaid long term care eligibility and to help families thoroughly understand the importance of smart planning regarding their assets and income to meet the eligibility criteria. Daniel will discuss Medicaid planning tips including:
• Structuring estate planning documents (such as wills, POAs, and trusts) to help avoid probate.
• How to become eligible for Medicaid long-term care and ways to pay for long-term care.
• Getting ready for the 5-year Medicaid look-back financial audit before applying for Medicaid.
• How to plan for emergencies (i.e., use of irrevocable trust to protect assets).
• Medicaid Estate Recovery repayment upon an enrollee’s death.

03/05/2024

Please join us for a Free Educational Seminar Medicaid Planning Seminar! The event is being held at the North Ridgeville Senior Center on April 11th from 10am-11am. Coffee and donuts will be served!
Estate Planning Attorney Daniel J. Kloos earned his JD degree from Cleveland-Marshall Collegeof Law in 2021 and is licensed to practice law in Ohio and Florida. He recognizes that navigating the requirements of Medicaid long term care eligibility can be daunting. Accordingly, Daniel seeks to demystify the requirements of Medicaid long term care eligibility and to help families thoroughly understand the importance of smart planning regarding their assets and income tomeet the eligibility criteria. Daniel will discuss Medicaid planning tips including:
• Structuring estate planning documents (such as wills, POAs, and trusts) to help avoidprobate.
• How to become eligible for Medicaid long-term care and ways to pay for long-term care.
• Getting ready for the 5-year Medicaid look-back financial audit before applying for Medicaid.
• How to plan for emergencies (i.e., use of irrevocable trust to protect assets).
• Medicaid Estate Recovery repayment upon an enrollee’s death.

01/01/2024

Happy New Year Everyone! I hope you and your families had a happy and healthy holiday season!
🥳 It's time to kick off 2024 with a bang! 🎆 What is your big goal or inspiring word for 2024? Let's make 2024 amazing!

Don't miss the Free Transition Planning Seminar I'm hosting tomorrow morning at 11am at the Amherst Senior Center. 621 C...
09/21/2023

Don't miss the Free Transition Planning Seminar I'm hosting tomorrow morning at 11am at the Amherst Senior Center. 621 Cleveland Ave. Stay for a free luncheon after the seminar.

You don't want to miss my open house Sunday at 5130 Park Trail in North Ridgeville from 3-5pm. You will not be disappoin...
08/26/2023

You don't want to miss my open house Sunday at 5130 Park Trail in North Ridgeville from 3-5pm. You will not be disappointed touring this grand colonial in the desirable Avalon Estates. Plenty of great features throughout the home. A bonus sun room with a large cedar deck that overlooks a serine wooded setting! Come see for yourself.

08/22/2023

Join us tomorrow morning for Coffee & Donuts
Free Educational Seminar on Transition Planning
Tuesday August 22, 2023 10:00AM-11:00AM
North Ridgeville Senior Center
7327 Avon Belden Road, North Ridgeville, OH 44039

Scott Winfield from Keller Williams Greater Metropolitan– Certified Probate Real Estate Specialist (C.P.R.E.S)
Learn how your local Certified Probate Real Estate Specialist may relieve some of the burdenassociated with either downsizing or settling an estate. Scott does this by being a primaryresource for families whether they are transitioning to a smaller home or an executor/executrixin navigating the probate selling process.

Russ McLaughlin from Dooley, Gembala, McLaughlin, Pecora
Russ will discuss the probate process and alternatives to probate,including transfer on death, arrangements and revocable, living trust, with an emphasis on realestate.

Kelley Sciko from Caring Transitions of Cleveland Western Suburbs
Caring Transitions helps minimize stress by helping families navigate the downsizing process.From decluttering and organizing, to relocation management, to cleaning out your house, learnthe value offered by a transition coordinator.

Address

20525 Center Ridge Road #220
Rocky River, OH
44116

Telephone

+14403643944

Website

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