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Financial & Legal
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From estate planning to power of attorney, get the latest financial & legal information to help plan your future.

 
ESTATE PLANNING

Estate planning is a complex task and to do it right you should consult with family members and an expert. Get information and create an estate plan that best suits you and those you leave behind.

  Information from AARP about estate planning Aging Resources
  Get the latest estate planning information from Ohio State University researchers Aging Resources
  Ohio Department of Jobs and Family Services discusses estate planning, asset transfer, and Medicaid Recovery Program Aging Resources
 
TRUSTS

A Living Trust allows you to say how you want your property managed while you’re alive and how the assets should be distributed after your death. Living Trusts can help you avoid probate, reduce estate taxes or set up long-term property management.

  Learn about living trusts from AARP Aging Resources
 
SOCIAL SECURITY

Social Security is a primary source of retirement income for many Americans.

  Social Security Online gives you all the details on Social Security Aging Resources
  Get valuable information from AARP on Social Security Aging Resources
  Social Security Online facts and information for Ohioans Aging Resources
 
WILLS

Your will is the foundation of your estate plan. It details how you want your assets distributed and how your dependents will be cared for. Properly prepared, witnessed, and signed, wills ensure that your wishes are carried out.

  Learn the will basics from AARP Aging Resources
  Ohio State University research informs you about wills Aging Resources
  Get information about creating your will from the Ohio State Bar Association Aging Resources
 
POWER OF ATTORNEY

This legal document is tailored to each individual’s situation. It gives the person you have appointed legal authority to act for you.

  Learn the facts about power of attorney from the Ohio State Bar Association Aging Resources
  Get information about the Power of Attorney from ProSeniors.org Aging Resources
 

 
 
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