Topic: Easy Efficient Estate Planning
1 – What is estate planning? Do you have a plan, what happens when you don’t?
2 – What happens to your stuff when you die? Laws of intestacy, wills, trusts, and beneficiary designations.
3 – Who will help (family and/or friends) and what are their responsibilities as executor, trustee, agent, and guardian?
4 – Minimum basic planning. What you can do on your own and when to seek professional help.
5 – What is long-term-care and what are your planning options?
6 – Real Estate and LLC’s, when do you need to consider a change in ownership?
7 – What to expect when planning with a professional.
Speaker: Ryan M. Smith
Ryan M. Smith is licensed to practice law in Ohio and West Virginia. Since attending the Washburn University School of Law. His professional highlights include time spent working Bricker & Eckler as a part of its Energy Group and Shale Task Force after which he worked as in-house counsel for Triad Hunter, LLC. Both roles that focused heavily on real estate transfers, contract negotiation, and estates in land.
Ryan is a father of five and a teacher at heart who enjoys helping his clients fully understand their circumstances and all available options.
Estate planning clients are generally new parents who realize that along with the time and energy it takes to raise a child is also the responsibility to plan for the care of their family in the event of an illness, accident, death or divorce. Or, on the other end of the spectrum, they are new retirees or pre-retirees who realize that the estate planning documents executed 30 years ago no longer address their situation.
The Professional Women's Roundtable (PoWeR) is an opportunity for area professionals and business women to meet and discuss issues and share ideas. This diverse group of business women gather to share their experiences and offer valuable insight from a woman's perspective. This monthly meeting is a chance to learn successful tips that are unique to women in an open, relaxed, non-competitive forum.
Want to know more? Call 740-373-5176 or email firstname.lastname@example.org.