Estate Planning

Having proper estate planning can help protect your assets and preserve your wealth for future generations. Regardless of your age or financial standing, a customized estate plan is a must — your final gift to the ones you love. A comprehensive plan can also identity and give authority to the people who will make financial and medical decisions on your behalf if you become incapacitated. It is important for anyone who owns property or who has minor children to prepare for the event of their death or incapacitation. If you die without a will or proper estate plan, your property will be distributed according to Ohio law and a judge may decide who will be appointed your children's guardian. By proactively planning for the future, you can make the important decisions about the distribution of your property and the care of your children after you are gone. If you have significant assets, we can also design your estate plan to save estate taxes while also avoiding probate. We can accomplish this planning through the use of the following: