Here are some hints for getting started:
- Think about the wishes related to your family, business and community.
- List your assets and life insurance holdings.
- Select your attorneys.
- Set a date for completion.
- Visit your plan periodically to see if there are changes that affect it.
A feeling of satisfaction is enjoyed once a family has accomplished getting
an estate plan in place. What are your wishes related to your family,
business and community? These are often referred to as your objectives.
Questions to consider may include:
- Do you wish to have your farm continued into the next generation?
- What do you understand your personal finances to be for the rest of your lifetime?
- Do you wish to distribute property equally to your children or are there
reasons for one child to receive a larger share?
- Do you have children with special needs or concerns?
- Do you have desires to contribute to your favored charities?
Of course, there is the common objective of minimizing estate settlement
costs and being sure there are funds to provide for you and to pay those
estate costs. Lots of family discussion may be needed to arrive at common
answers to the above list of questions. The discussion can be initiated
by you; if you desire, your estate planning attorneys may be of assistance.
Family input is certainly good; however, the decision makers ultimately
are Mom and Dad.
Bridges, Jillisky, Streng, Weller & Gullifer, LLC Offers Free Evaluations!
You might wish to conduct a short interview with potential attorneys to
determine if your personalities match and if you have confidence in their
talents. The timetable you have in mind for completion of your estate
plan needs to be communicated and coordinated with your attorneys. It
is best to set dates for appointments, all in the beginning, so the project
won't get delayed on either your timetable or the timetable of your
attorneys.
At Bridges, Jillisky, Streng, Weller & Gullifer, LLC, we work closely with
our clients to determine an estate plan that perfectly meets their needs
and circumstances. With decades of experience, our Union County estate
planning lawyer can capably handle clients' estates and various complications.
She takes the time to get to know each of our clients, and truly care
about achieving a solution that is perfect for them and their family.
Because of our commitment to excellence, our firm has been AV-rated by
Martindale-Hubbell®, the highest rating obtainable from this elite
organization. In addition, we have been rated A+ by the Better Business
Bureau of Ohio.
Secure your future with the help of a capable Union County estate planning
lawyer from Bridges, Jillisky, Streng, Weller & Gullifer, LLC. Call (937) 403-9033
to get started!
For your estate planning attorney to assist in developing the best plan
with you, she needs to have a list of your assets. Attorneys need an estimate
of the value of each asset and how each asset is owned. Many estate planning
attorneys have forms that can guide you as you assemble this information.
If you have questions as you assemble the information, your attorney can
be of assistance.