Estate Planning

Okay, great. How do I get started?

As stated earlier, one of the most efficient ways to ensure what you leave behind is divided according to your wishes is to create a will. To do so, you must be at least 18 years old and of sound mind. There are four different types of wills: living, joint, simple, and testamentary trust. Attorney Thomas Sacerich can help you decide which one is right for you and can assist with creating a will that abides by Ohio's state standards so that it's valid. Contact him to schedule a consultation. In the meantime, consider these questions:

1. What items do you need to list in your will?
2. What are your core values? Think about things like religious beliefs, education, and charitable causes.
3. How do you want to be cared for if you become disabled and can no longer to care for yourself before you die?
4. If you have minor children, who do you want to care for them?
5. Are there any family members who need special instructions due to receiving government assistance, being irresponsible with money, or other concerns?
6. If you're a business owner, who will ownership be transferred to?

While this may be difficult to think about, it's necessary. Death isn't an “if”; it's a “when.” One of the best things you can do for your family, friends, and other beneficiaries is make sure you've done your part — even if it is tough to sift through.