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AN
ESTATE
PLANNING
MODULE
In some instances no attempt is made by a professional advisor to provide their client with a complete package of information for consideration. All of this is changing as the client becomes more sophisticated and informed in the areas of probate and estate planning. You now know that a Will is only a small part of an overall plan and that there are other ways of transferring property to heirs.
It has been often said that a picture can be worth a thousand words. We have created for you such a picture in the form of an Estate Planning Module. This Module should go a long way to provide a snapshot view of some of the most common tools available for estate planning by Ohioans. We hope that this Module will assist you in understanding the presentation and development of your own estate plan.
If you click on the building blocks below, it will take to a new page with some information on each of the building blocks.
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