Estate Planning

We use proven estate planning tools to ensure the cost-effective transfer of your property. We ensure that your estate plan is tailored to your specific needs. We will work with you to draft your will, financial power of attorney, and advance medical directives.

Most clients leave everything to their spouse and use a system called per stirpes so that children get an inheritance. If real estate is owned, we recommend recording a Transfer on Death designation affidavit which is legally effective only once the owner(s) are dead so that probate is avoided.

Call to schedule consultation (740) 660-4230.

ESTATE PLANNING SERVICES INCLUDE:

Wills: A will is a document stating your intention for how you want your property to be distributed to your heirs.

Trusts: Trusts can take the place of or supplement a will. A trust manages the allocation of property by giving its benefits to many individuals and can be used while an individual is still living. Trusts become more useful for high-value estates and tax avoidance. If there is a possibility that a minor would inherit, a contingent trust is created. We also create trusts for people with special needs.

Health care directives: Include Healthcare Power of Attorney and living wills, these documents express how you would like to be treated in different medical situations.

Living Will: Describes end of life instructions.

Power of attorney: Granting a power of attorney to an individual allows them to act on your behalf in various business and legal matters.

Healthcare Power of Attorney: Designates who can make healthcare decisions for you when you are incapacitated. We use Ohio’s standard Healthcare Power of Attorney.

Financial Power of Attorney: Designates who can make financial decisions for you when you are incapacitated.

Transfer on Death Designation Affidavit: Affidavit which is recorded with deeds to avoid probate. Upon filing of the death certificate of the owner with the county Recorder, it directly transfers ownership of real estate.