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Ohio State University Extension


basic estate planning

Title (Click to Sort) Fact Sheet Number Tags
Basic Estate Planning: Why Have a Will? EP-4 living wills, basic estate planning, legal aspects of a will, ohio will law, property ownership, distribution, attorney for health care
Basic Estate Planning: Letter of Instruction EP-5 basic estate planning, executor, heirs, donation of anatomical gifts, letter of instruction, distribution of assets, living will, burial lot arrangements, durable power of attorney
Basic Estate Planning: Life Insurance EP-6 basic estate planning, equalizing inheritances, contingent owner, contingent beneficiary, survivorship policy, whole life insurance, death benefit, life insurance, insured, dividends, fixed assets, liquid assets, beneficiary, policy owner, dependents
Basic Estate Planning: Giving EP-8 basic estate planning, gift tax return, appreciable assets, charitable contributions, federal tax-free gift, wills, estate tax, heirs, assets, bequests, charitable giving, capital gain
Basic Estate Planning: Sale of Residence EP-9 basic estate planning, principal residence, annuitized payments, outright sale, gain on principal residence, life estate, insurance, reverse mortgage, sell your home, irrevocable living trust
Basic Estate Planning: Medicare and Medigap EP-11 basic estate planning, ohio senior health insurance, co-pays, balance billing, open enrollment, medicare advantage, deductibles, part a, part b, part c, part d, part e, part f, part g, part h, part j, medicare, medigap, prescription drugs, reimbursement
Basic Estate Planning: The Nursing Home Dilemma EP-10 basic estate planning, long-term care insurance, medicaid benefits, income limitation, medicare, nursing home bills, medicaid asset, resource limits, protecting assets
Basic Estate Planning: Costs Involved in Transferring Property EP-2 basic estate planning, settlement, costs of dying, nursing home planning, federal, attorney cost, appraisal, probate court, gift tax, calculating cost for couples
Basic Estate Planning: Miscellaneous Issues EP-12 basic estate planning, forest easements, grassland easements, historic easements, open-space easements, estate tax savings, conservation easements, agricultural easements, annual exclusion gifts, generation-skipping trusts, limited liability companies
Basic Estate Planning: Introduction EP-1 investing liquid assets, risk investments, basic estate planning, will, estate settlement, costs, estate taxes, federal estate taxes, distribution of assets
Basic Estate Planning: Tax Basis if Property Is Transferred EP-3 basic estate planning, tax basis, property transfer, co-ownership of personal property, tenancy by the entirety, joint tenancy with right of survivorship, fee simple, life estate, lifetime exclusion, unified credit, annual giving exclusion, marginal noncorporate tax rates, capital gains, transfer of assets and liquidity, tax rate for collectibles
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