Getting Started
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Welcome, From Attorney Frank A. McClure!
Estate planning impacts your family's welfare, health & wealth.
An estate plan that works will:
- maintain lifetime control over your assets
- plan ahead for infirmity from debilitating illnesses such as Alzheimer's
- answer the question whether you want life support in case of a terminal medical condition, and
- transfer tax efficiently your property at death to your loved ones.
I will guide you through the intricacies of estate planning and administration with knowledge, skill, and compassion. Prospective clients are offered an initial consultation without charge to learn about your family and estate planning goals so that I can recommend an estate plan that fits your needs. Most of our clients experience a profound sense of accomplishment and satisfaction after completing the estate plan process. Call Frank A. McClure at (740) 432-7844 to discuss your estate planning needs. How Much Does the Estate Planning Process Cost? Nothing to meet with me to discuss your most precious assets - our family & loved ones & your health - and your estate planning goals. Your goals and planning decisions set our flat fees which reflect the time and effort required, the responsiveness of the solutions developed, and the quality of the anticipated result.
| Cornerstones of Your Estate Plans | |
|---|---|
| Will Based | Trust Based |
Tools Common to Both |
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Updating Your Plan
As your life changes, contact us to update your plan. Review your estate plan every other year at tax time, or with these triggering events:
- Marriage,remarriage or divorce
- Serious Illness of a family member
- Death of a spouse
- Change in business interst or retirement
- Change in estate size
- Move to another state
- Change in insurability for life insurance
- Acquisition of property in another state
- Marriage or divorce of a beneficiary
- Birth or adoption of a child or grandchild
- Change in beneficiary attitudes
- Financial irresponsibility of a child
- Changes in tax law
Trust Settlement and Probate
At the time of passing, contact us for legal advice on the administrative-legal steps necessary to implement your plan.