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Making Plans

January 2015
   ~Benjamin Franklin~
Only 336 Days Left to Take Action!

We welcomed 2015 into our lives just a few short weeks ago. Many of us made resolutions, many of us set goals, Perhaps resolutions and goals are very much the same, both meant to remind us that we have things we want to accomplish.  If you're thinking about making your estate plan a priority this year, either in creating one or updating one, maybe now is a great time to take action...before that transition from "I have plenty of time to get that done," to "where did the time go?" Contact me to set up a free, no obligation consultation. Together we can make sure you are ready for the transitions of life.   

How to Avoid A Disastrous Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart.  But with proper planning, you can prevent a disastrous will or trust contest.  In this issue you will learn:  

  • What a will or trust contest is
  • Who can contest a will or trust
  • When a will or trust contest can be filed
  • The legal grounds for contesting a will or trust
  • How you can avoid a will or trust contest

(read more)

Eight Important Steps to Take
After the Death of a Loved One 

While there are undoubtedly many things to do in the days and weeks following a loved one's passing, I like to advise families to start with eight specific tasks that will help them get a grip on handling an estate.  These steps will ultimately help to beat those feelings of being overwhelmed, avoid oversights and give families the time to grieve, instead of drowning in paperwork and government red tape:

What Happens to Your Online Content When You Die?

More and more of the music, movies, and books we own exist only online, in digital form. What happens to these collections after the owner dies? Surprisingly, while you may want your heirs to have access to the books, music and films that you loved, without a physical copy these items cannot be easily passed down.

(read more)

Is It Time to Take Action?
Contact us and find out how easy it is to set your estate plan up. You'll sleep better at night knowing things are taken care of the way you want.
Welcome!

Elizabeth Schmitz practices estate planning, probate and elder law.  She guides families and individuals as they provide for themselves and their loved ones during all states of life.
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Elizabeth Schmitz, Attorney At Law
1900 Polaris Parkway, Suite 450
Columbus, OH 43240
614-785-4980