Estate Booklet

Topics: Inheritance, Estate tax in the United States, Wills and trusts Pages: 41 (8178 words) Published: April 7, 2013

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 worksheet6
This provides the family background information needed to draft your estate planning documents.

Plan of Distribution10

Asset Checklist12
Supplies facts for type of documents needed and for asset transfer letters.

Evaluation of beneficiaries16
Gives insight into drafting needs for your particular situation.

Lets us know what you consider important.

Estate planning options17
Lists basic documents from which you may choose.

Other Estate Planning Documents20
General Power of Attorney, The Durable Power of Attorney, The Living Will, Information Sheet

Ohio Estate Tax24

Federal Estate Tax25

Ohio Medicaid Eligibility Rules27

General Questions30


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 thousands of soldiers and their dependants. In 1973 Dennis and his wife Karen returned to Ohio and settled in Marysville. He spent the first nine years as an associate and then partner with Joe Grisby and David Allen before opening his own office.

Mr. Schulze is a member of American Trial Lawyers Association as well as The Ohio State and Union County Bar Associations and The Ohio Land Title Association. He is past President of the Columbus Chapter of the Federal Bar Association and he currently serves on the Ohio State Bar Association Certification Board for Real Estate attorneys. Over the years he has taught many legal subjects to both attorneys and laymen.

Mr. Schulze has actively served our community. He has held leadership positions in the YMCA; the Mental Health Board; the Community Concerts Association; Trinity Lutheran Church; Boy Scouts of America; and The Chamber of Commerce and currently serves on the Economic Development Plan Committee of the Union County Chamber of Commerce.

FRANK HOWARD is a partner in the law firm of Schulze, Howard & Cox. His areas of practice include Real Estate Law, Probate and General Practice.

Mr. Howard received his Bachelor of Science in Secondary Education from Kent State University in 1972. He received his Juris Doctor from Ohio Northern University in 1975. He opened his own office in 1995. He was a partner with the law firm Allen, Howard, Yurasek and Merklin. In 1999, he joined Dennis Schulze’s practice. He and his wife Angie reside in Marysville. He is a former President and current member of Union County Bar Association.

Mr. Howard lends us his expertise in Real Estate, having concentrated in this particular field for over 25 years. He has spoken at various seminars on the subject of Real Estate Law. Prior to joining our firm, Mr. Howard owned and operated his own title company, serving the needs of his clients, local realtors and area lenders. He is a Title Agent for First American Title...
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