Estate Planning Checklist

Estate Planning Checklist

Advice from a Union County Estate Planning Lawyer

For many farmers, estate planning is a complicated venture. Not only does a farming family have more land, they also handle more debt, and have to determine an "equitable distribution" between children. At Bridges, Jillisky, Streng, Weller & Gullifer, LLC, our Union County estate planning attorney has years of experience handling estates throughout Ohio. Our lawyer takes the time to truly get to know our clients, their needs, and their circumstances in order to provide them with a solution that perfectly meets their legal needs. Due to our commitment to excellence, Bridges, Jillisky, Streng, Weller & Gullifer, LLC is AV rated by Martindale-Hubbell®. We offer free case evaluations, so don't hesitate to get started!

Take the stress out of estate planning with our Union County estate planning lawyers. Call (937) 403-9033 for a free case evaluation today!

Questions to Ask When Estate Planning

As you begin the process, it's good to have in mind an idea of what you wish to accomplish. Our firm can help simplify the process for you and ensure that all details are taken care of. Here is a form that can be used to start your Estate Planning process.

Consider these questions as you begin planning your estate:

  • Have you gathered information on your assets, including business entities?
  • What is a "fair" distribution of your assets?
  • Should you grant an option to lease an asset to a child in the family business, or extend a right to purchase assets to a child in the family business?
  • Have you decided how the family debt will be handled?
  • Do you wish to avoid probate?

How We're Different

  • Awarded Representation

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  • Innovative Methods

    Our firm is constantly evolving to stay on top of the most effective legal techniques and methods.

  • Customized Counsel

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  • Attentive Service

    We work closely with our clients, offer quick answers, and provide guidance through any challenges.