Estate plans established within this last year may include a USB drive, which contains electronic versions of all of your important estate planning documents. You can find this USB in the front pocket of your estate planning binder.

Before you next trip, remember to email your completed health care power of attorney document(s) to yourself or a trusted travel companion for easy access when away from home.
How can our family's vacation retreat be made available to all our children without unfairly burdening any one of them with the cost of upkeep and taxes?

Family retreats (cottages, cabins, beach homes, etc.) are often the most cherished of estate assets; their use by family members can have a positive effect on family dynamics after parents are gone. However, leaving a share of the cottage (along with its proportion of the upkeep and taxes) to each child may place a burden on some of the sibling owners and make it difficult for them to equitably divide the use of the retreat. 
Creating a family-retreat subtrust in your living trust can afford a workable alternative to dividing the interest among your children. In the subtrust, you can name all the children as trustees and create a fund for maintaining the property regardless of its use.

Schedule a Phone Consultation Today!

Help your adult child get started with their essential legal documents before the summer is over.

Call us at  614-760-1801 to schedule a phone consultation. We'll collect all the necessary information, draft the documents and have them come in to sign the paperwork.

Upcoming Events

July 12 - Gahanna Lunch and Learn: 
Planning and Preparing for Long-Term Care Costs
11:00 a.m. @ Gahanna Senior Center

July 19 - Elder Care Planning Strategies
12:00 p.m. @ Stonebridge Financial

July 26 - Special Needs Planning Workshop & STABLE Account Presentation
6:00 p.m. @ Dublin Community Recreation Center (Talla 1) 

Contact us for more information or to register for one of our upcoming programs.

Like us on FacebookFollow us on TwitterView our profile on LinkedIn