Estate plans are a lot like owning a car. They work well if you keep them serviced over the years. But your older model car may need a tune up once in a while. Likewise, tax and estate planning laws are continually updated which changes the way people plan and update their plans. With change, comes opportunity. These changes often provide new planning techniques and more protection than ever before. Since our law firm focuses primarily on estate planning, we keep up on the latest planning options available to deal with and protect against the real-life issues you and your family are facing in today’s hectic world. That is why it is important to review your estate plan with us periodically to make sure it takes into account any changes you may have had since first creating your estate plan.
Some of these changes may be due to a death in the family, a divorce in the family, births, adoptions, second marriages or a new inheritance. These changes can have a dramatic affect on your estate plan if not planned for carefully. If you are ever in doubt of how any of these changes can affect your current estate plan, please contact our office. We will gladly review your plan to see what if anything needs to be done. Please enjoy the resources we have created exclusively for you!
- BLOG
- Reports
- Newsletters
- Estate Planning Articles
- PRESENTATIONS
- Elder Law
- Estate Planning Definitions
- Free Estate Planning Worksheet
- Estate Planning Checkup
- Frequently Asked Questions
- Probate Checklist
- DocuBank
Blog
Our blog covers topics related to estate planning, elder law and medicaid and provides timely, insightful information to help answer your questions.
Estate Planning Articles
Some of these articles have been written by our law firm and other articles are written by the American Academy….
Estate Planning Checkup
Estate Planning is complicated, mostly because people do not know the right questions to ask. When should I make a plan? Where do I begin? What do I need?
Frequently Asked Questions
Read our Frequently Asked Questions on many aspects of Estate Planning.
Newsletters
This issue’s articles include: Student Loans and Seniors? Want to Enjoy Your Retirement Years with Less Stress?
Presentations
View our Slide Deck Presentations to learn more on specific topics like: “Advance Care Directive Health Care Proxy in Ohio”.
Probate Checklist
If you are an executor of an estate or an heir or beneficiary who stands to inherit after a death, you need to know what to expect during the probate process…..
Reports
Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it….
Estate Planning Definitions
Definitions of terms that will be helpful to you as you undertake the process of estate planning.
Free Estate Planning Worksheet
DocuBank
DocuBank® is a company headquartered in Pennsylvania. This company keeps health care documents on file electronically in order to have those documents available at a moment’s notice.
