Have you scheduled a meeting with your estate planning atttorney but you are not sure what to bring with you? Please click here for a list of documents that will help us in preparing your will, trust and other estate planning documents.
Or, if you'd prefer to complete a more comprehensive document, below is a downloadable Estate Planning Questionaire. This document will centralize pertinent family facts and information, making it readily available in case of emergency. Prior to meeting with your estate planning attorney, we recommend that you complete the questionnaire to the best of your ability. All information will be held in strict confidence.
To print, please click the text in the green box. Go to file and print to print the page as a pdf. Depending on internet connection speeds, the page may take a few seconds to load.
Estate Planning Law
Unique Gifting Opportunities in 2012
What You Need to Know About a Power of Attorney by Gregory R. Bean
Gifting Makes Cents in 2012 by Michael Stark
What Do Recent Changes in the Law Mean for Your Estate Plan
Estate Planning Tips for the New Year by Joel Aberth
Give Yourself a Gift and Use Your Annual Exclusion
I'm No Bill Gates: Why Would I Want A Trust? by Loma Swett
Estate Planning in the Dark by Michael Stark
Estate Planning - It's Not Just for Your Parents
Contingent Trusts Offer Peace of Mind to Parents
Ohio Estate Tax Repealed by Phil Kaufmann
Why Do I Need a Will?
Plan Your Estate Early to Avoid the Pitfalls of Deathbed Planning
Succession Planning for Vacation Homes by Michael George
Estate Planning Opportunities in 2011 and 2012 by Philip Kaufmann
Are Amendments Needed for Self-Settled Special Needs and Pooled Trusts?
Guardianships: A Parent's Peace of Mind