Estate Planning Lake County | It’s Not Just for the Wealthy

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

Creating a plan isn’t just about money; it’s about logistics and protection. Here are the key questions you need to answer:

• Guardianship: Who will take care of your minor children?

• Asset Transfer: How do I transfer my home and my car?

• Beneficiaries: Do I have beneficiaries or “payable on death” (POD) listed on my assets?

• Probate Strategy: Is there a reason to use the Probate process vs. direct beneficiaries?

Work with an Experienced Estate Planning Lake County Attorney

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!