Estate Booklet
TABLE OF CONTENTS
About our Firm: 1
A summary of the qualifications of our team of experts who are ready to help you.
Why should I learn more about estate planning? 3
What is estate planning? 4
Assessing your situation, drafting the documents, titling your assets.
Estate planning worksheet 6
This provides the family background information needed to draft your estate planning documents.
Plan of Distribution 10
Asset Checklist 12
Supplies facts for type of documents needed and for asset transfer letters.
Evaluation of beneficiaries 16
Gives insight into drafting needs for your particular situation.
Priorities 16
Lets us know what you consider important.
Estate planning options 17
Lists basic documents from which you may choose.
Other Estate Planning Documents 20
General Power of Attorney, The Durable Power of Attorney, The Living Will, Information Sheet
Ohio Estate Tax 24
Federal Estate Tax 25
Ohio Medicaid Eligibility Rules 27
General Questions 30
ABOUT OUR FIRM
In 1982 Dennis Schulze founded the law firm now known as Schulze, Howard & Cox in an office on Fifth Street in Marysville. Schulze, Howard & Cox is now located in 110 S. Main Street, Marysville, Ohio where we concentrate on estate planning; real estate law & development; corporate and business; personal injury and wrongful death; probate of estates and guardianships and general civil litigation.
DENNIS SCHULZE is the founder and senior partner of the law firm of Schulze, Howard & Cox. His areas of practice include; Real Estate Development, Civil Litigation, Estate Planning and Probate.
Mr. Schulze received his Juris Doctor from The Ohio State University College of Law in 1968 and he spent the next four and one half years in the U.S. Army. As a Judge Advocate Officer he tried 186 courts martial and provided legal counseling to
About our Firm: 1
A summary of the qualifications of our team of experts who are ready to help you.
Why should I learn more about estate planning? 3
What is estate planning? 4
Assessing your situation, drafting the documents, titling your assets.
Estate planning worksheet 6
This provides the family background information needed to draft your estate planning documents.
Plan of Distribution 10
Asset Checklist 12
Supplies facts for type of documents needed and for asset transfer letters.
Evaluation of beneficiaries 16
Gives insight into drafting needs for your particular situation.
Priorities 16
Lets us know what you consider important.
Estate planning options 17
Lists basic documents from which you may choose.
Other Estate Planning Documents 20
General Power of Attorney, The Durable Power of Attorney, The Living Will, Information Sheet
Ohio Estate Tax 24
Federal Estate Tax 25
Ohio Medicaid Eligibility Rules 27
General Questions 30
ABOUT OUR FIRM
In 1982 Dennis Schulze founded the law firm now known as Schulze, Howard & Cox in an office on Fifth Street in Marysville. Schulze, Howard & Cox is now located in 110 S. Main Street, Marysville, Ohio where we concentrate on estate planning; real estate law & development; corporate and business; personal injury and wrongful death; probate of estates and guardianships and general civil litigation.
DENNIS SCHULZE is the founder and senior partner of the law firm of Schulze, Howard & Cox. His areas of practice include; Real Estate Development, Civil Litigation, Estate Planning and Probate.
Mr. Schulze received his Juris Doctor from The Ohio State University College of Law in 1968 and he spent the next four and one half years in the U.S. Army. As a Judge Advocate Officer he tried 186 courts martial and provided legal counseling to