Financial & Legal
Information

From estate planning to power of attorney, get the latest financial & legal information to help plan your future.

  ESTATE PLANNING  
 

Estate planning is a complex task and to do it right you should consult with family members and an expert. Get information and create an estate plan that best suits you and those you leave behind.

 
 
  Information from AARP about estate planning
 
 
  Get the latest estate planning information from Ohio State University researchers
 
 
  Ohio Department of Jobs and Family Services discusses estate planning, asset transfer, and Medicaid Recovery Program
 
     
  TRUSTS  
 

A Living Trust allows you to say how you want your property managed while you’re alive and how the assets should be distributed after your death. Living Trusts can help you avoid probate, reduce estate taxes or set up long-term property management.

 
 
  Learn about living trusts from AARP
 
     
  SOCIAL SECURITY  
 

Social Security is a primary source of retirement income for many Americans.

 
 
  Social Security Online gives you all the details on Social Security
  Get valuable information from AARP on Social Security
  Social Security Online facts and information for Ohioans
 
     
  WILLS  
 

Your will is the foundation of your estate plan. It details how you want your assets distributed and how your dependents will be cared for. Properly prepared, witnessed, and signed, wills ensure that your wishes are carried out.

 
 
 

Learn the will basics from AARP

  Ohio State University research informs you about wills
  Get information about creating your will from the Ohio State Bar Association
 
     
  POWER OF ATTORNEY  
 

This legal document is tailored to each individual’s situation. It gives the person you have appointed legal authority to act for you.

 
 
 

Learn the facts about power of attorney from the Ohio State Bar Association

  AARP explains what the Power of Attorney is
  Get information about the Power of Attorney from ProSeniors.org
 
   
  “DISCLAIMER: The Menorah Park Campus web site contains links to other Web sites. Menorah Park Campus is not responsible for the content, accuracy, or opinions expressed in such web sites, and such web sites are not investigated, monitored, or checked for accuracy, completeness, or appropriateness by Menorah Park Campus. Inclusion of any linked web site on our site does not imply approval, endorsement, or affiliation of the linked web site by Menorah Park Campus. If you decide to leave our site and access these third-party sites, you do so at your own risk. ”