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  1. Basic Estate Planning: Costs Involved in Transferring Property

    https://ohioline.osu.edu/factsheet/EP-2

    Fact Sheet 2 EP-2 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... & Eselgroth, LLP Estate planning and retirement goals were discussed in the last fact sheet. ... probate process. In later fact sheets we'll discuss other tools that avoid probate without going to ...

  2. Basic Estate Planning: Why Have a Will?

    https://ohioline.osu.edu/factsheet/EP-4

    Fact Sheet 4 EP-4 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... & Eselgroth, LLP Remember from the previous fact sheet that joint tenancy with right of survivorship ... there had been no will. The details of this will be discussed in the next section of this fact sheet. ...

  3. Basic Estate Planning: Introduction

    https://ohioline.osu.edu/factsheet/ep-1

    Fact Sheet 1 EP-1 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... & Eselgroth, LLP We, the authors of this fact sheet series, hope you will settle down in an easy ... chair, take one fact sheet at a time, read it, fill out the response sheet, then compare it with our ...

  4. Basic Estate Planning: Letter of Instruction

    https://ohioline.osu.edu/factsheet/EP-5

    Fact Sheet 5 EP-5 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... & Eselgroth, LLP The tool discussed in this fact sheet is a letter of instruction. There is no legal ... executor. The letter of instruction is under-used. The fact that the letter is not legally binding is seldom ...

  5. Basic Estate Planning: Tax Basis if Property Is Transferred

    https://ohioline.osu.edu/factsheet/EP-3

    Fact Sheet 3 EP-3 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... & Eselgroth, LLP In previous fact sheets we discussed savings possible from some very simple estate ... the last fact sheet. If Son inherited the $300,000 farm instead of buying it from Dad as in the ...

  6. Basic Estate Planning: Sale of Residence

    https://ohioline.osu.edu/factsheet/EP-9

    Fact Sheet 9 EP-9 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... prefer moving to a smaller place or to an apartment that is maintained by a landlord. This fact sheet ... discussed are ways to stay in your home while selling its future interest. The next fact sheet discusses ...

  7. Basic Estate Planning: Life Insurance

    https://ohioline.osu.edu/factsheet/ep-6

    Fact Sheet 6 EP-6 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... This concludes the discussion of life insurance. The next fact sheet will discuss the use of trusts as ... an estate planning and managing tool. These fact sheets should in no manner be considered as ...

  8. Basic Estate Planning: Giving

    https://ohioline.osu.edu/factsheet/EP-8

    Fact Sheet 8 EP-8 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... planning. This fact sheet is only an introduction to giving and its place in estate planning. If you are ... amount up to $500,000. There are also some additional income tax benefits for these easements. These fact ...

  9. Basic Estate Planning: Trusts

    https://ohioline.osu.edu/factsheet/EP-7

    Fact Sheet 7 EP-7 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... & Eselgroth, LLP In the last fact sheet we talked about a more used estate planning tool, life ... be used.  These fact sheets should in no manner be considered as a replacement for consulting with ...

  10. Basic Estate Planning: Medicare and Medigap

    https://ohioline.osu.edu/factsheet/EP-11

    Fact Sheet 11 EP-11 Community Development 07/06/2012 James C. Skeeles, Ph.D., Extension Educator ... In fact, you should apply two to three months before the month of your 65th birthday. Keep in mind ... discussed in the previous fact sheet.) There are several other programs that might pay medical expenses and ...

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