ESTATE PLANNING
A trusted team of estate planning attorneys, here to help you protect what matters most.
THANK YOU FOR DOWNLOADING THE ESTATE PLANNING GUIDE
We hope you find this resource helpful. If you have any questions or would like to schedule a consultation, we would love to hear from you. If you have any issues with the PDF below, click here to download the document.
Please wait while flipbook is loading. For more related info, FAQs and issues please refer to DearFlip WordPress Flipbook Plugin Help documentation.
ESTATE PLANNING ARTICLES
What is a Pour-Over Will and How is It Used?
A pour-over will is a type of last will and testament typically used in trust-based estate planning. Unlike a traditional will, which directs how your property will be distributed to beneficiaries, a pour-over will states that assets not funded into your revocable...
If You’re Thinking About Downsizing Your Home in Retirement, Avoid These Common Mistakes
Perhaps you have considered selling your current home, buying a smaller one, and using the difference to help fund your retirement. A recent article on Investopedia.com explores this approach and details the mistakes you must avoid. Here are some of the highlights....
The Importance of Passing Down Financial Knowledge
Nothing about parenting is easy and yet, with at least most of the skills you need to role model, you have personal experience to draw on. You know a thing or two about communication, the importance of staying active, balanced eating, etc. from your own life...
READY TO PROTECT YOUR FAMILY & LOVED ONES?
The best advice that we can give you is to start planning early. No one knows what the future may bring, so the sooner you start planning, the fewer surprises there are likely to be. Contact us today for a consultation. We are glad to help.
CONTACT THE DELIBERATO LAW CENTER
If you are ready to get started with estate planning, Medicaid planning or any other elder law services, or just need to ask a question about how to protect your assets, please complete the brief form below and a member of our legal team with get in touch with you shortly!
LAW FIRM LOCATIONS
Independence, OH
6200 Rockside Road
Suite 300
Independence, OH 44131
216.341.3413
Dublin, OH
6000 Venture Dr.
Suite A.
Dublin, OH 43017
614.344.0456
GET SOCIAL WITH US
