A good estate plan is essential for everyone. Most people don’t want to think about what will happen if they become incapacitated or pass away. Who will make decisions for you if you become incapacitated? Who will take care of your minor children? What will happen to your assets? By taking control and establishing a comprehensive estate plan, you will be at ease knowing that you, your loved ones, and assets will be protected during and after your lifetime.

If you have assets that you want to pass on to future generations or a charitable organization, then you should discuss your goals with an estate planning attorney to establish an estate plan.

We work with estate planning clients from all backgrounds to create tailored, robust estate plans that protect assets during and after lifetimes, minimize taxes, address incapacity, and transfer assets at death, often without the need for Probate court.

Each estate plan is unique, and we do not believe in a one size fits all approach to estate planning. Here are some estate planning considerations that we can help you with:

Protecting assets for children, grandchildren, and minors; Probate avoidance through trusts and other strategies; Planning for blended families and providing for children of new or prior marriages; Planning for a loved one with special needs while maintaining his or her government benefits; Avoidance of negative tax consequences; Planning for when one is unable to manage his or her affairs; Establishing guardianship for minor children and succession planning for family businesses.

Services

  • Powers of Attorney
  • Wills and Trusts
  • Gift and estate tax planning
  • Special needs planning
  • Asset protection

Professional & Experienced Help is Available

We tailor estate plans to fit the needs of each client. Contact us to discuss how we can design an estate planning approach that fits the vision you have for yourself and your family.  Call My Ohio Estates to further discuss.