Free Download: Estate Planning Check-Up!
Uncertain if your current plan reflects your wishes? Download our free checklist to ensure your loved ones are taken care of exactly as you intend.
This comprehensive guide will help you assess your existing estate plan and identify areas that might need revisiting. Here’s what you’ll find inside:
- Essential questions to consider, such as:
- Do you have a will that names guardians for your minor children?
- Do you have a power of attorney to manage your finances if you become disabled?
- Have there been significant changes in your life (marriage, children, assets) since your plan was created?
By taking a few minutes to review these questions, you can gain peace of mind knowing your estate plan is up-to-date and reflects your current wishes.
Click here to download your free Estate Planning Check-Up!
Advanced Care Planning:
https://www.nia.nih.gov/health/advance-care-planning
Medicare:
https://www.medicare.gov/
Ohio Senior Health Insurance Information Program (OSHIIP):
https://insurance.ohio.gov/about-us/divisions/oshiip
Social Security Administration:
https://www.ssa.gov/
Veteran’s Affairs:
https://www.va.gov/
Developmental Disabilities Resource Center:
https://ddrcco.com/
Office of Special Education Programs:
https://www2.ed.gov/about/offices/list/osers/osep/index.html
Losing a loved one is an emotional time, and the legal and financial responsibilities that follow can feel overwhelming. To help families through this challenging process, we’ve created a comprehensive checklist covering the essential steps to take after a loved one’s passing. From immediate practical matters to navigating probate and managing financial accounts, this guide provides clarity and guidance when you need it most.
Download our Probate Checklist today and let us help you take the next steps with confidence. If you need personalized assistance, our compassionate team is here to support you every step of the way.
Probate Resource Guides by Ohio Counties:
https://www.supremecourt.ohio.gov/courts/services-to-courts/children-families/probate-resource-guide/
4959 Delhi Rd, Cincinnati, OH 45238
(513) 916-1600
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