Events Calendar - Succession Planning

Thursday May 23, 2024
Join us as we discuss best practices and the various ways to transfer/manage assets, including: Succession of family cottages and vacation homes; valuable personal property such as jewelry, art, collectibles, and furniture; Cars/boats; Memberships; Keys; Digital Assets; Pets (including horses), and more! Michael Schoedinger from Schoedinger Funeral & Cremation Services will share with us some of the complexities associated with cemetery plots and the steps that should be taken to avert possible disputes or quarrels between family members or the cemetery. Do you think your kids are allowed to be buried in your family plot? Maybe not ... Finally, the importance of health documents, including POA and health directives will be addressed. ... read more
Categories: CCFB Roundtable, Succession Planning

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P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com