If you think that planning for the distributions of your assets is just for the rich you are wrong. Whether you have $5 or $5 million, having a plan for the distribution of your assets will help those who survive you, properly distribute those assets as you desired.
Things to consider in making an estate plan:
- Who will take care of your minor children?
- How do I transfer my home and my car?
- Do I have beneficiaries or payable on death on my assets?
- Is there a reason to use the Probate process vs beneficiaries?
Heather Moseman is an attorney with 22 years of experience in Lake County, Ohio helping families prepare for what comes next. She can help you too! To make an appointment, click here.