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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!