Wills, Trusts and Asset Protection in Central Ohio
Broadly, estate planning is a set of tools that allows you to prepare for the future - including death and disability - by making decisions in advance about asset transfer, business succession, health care options and more. Any person or family that owns property and other assets can benefit from estate planning. Responsible planning can help you avoid probate costs and delays, federal and state estate taxes, capital gains tax implications, disability concerns and Medicaid eligibility problems, as well as other potential issues.
At the law firm of Schulze, Howard & Cox, we can help you create an estate plan that will protect your interests in the future. Our estate planning lawyers have the experience and legal knowledge necessary to understand the ramifications of your financial, health care and business decisions. We consult with financial professionals, including forensic accountants, insurance agents and financial planners, who can help us assess and preserve your complex assets. Our firm also provides agriculture estate planning for farmers and farm owners in Union County and Central Ohio.
Contact us to speak with an attorney about your estate plan and how you can protect yourself and your assets in the future.
Detail-Oriented Estate Planning
There are three main steps in the estate planning process. First, we will help you assess and evaluate your situation, including your estate, your beneficiaries and your priorities including extensive review of how your assets are currently held. No two situations are the same, and your unique needs must be considered fully before a proper estate plan can be drafted. Our firm has developed various checklists that will help you determine the nature of your estate, the plan for your beneficiaries and the priorities that you need to consider.
Next, we will help you draft the documents that you will need to complete your estate plan. These documents can range from a simple will to various kinds of trusts, each with advantages for specific situations. We will also help you with related documents, such as powers of attorney, living wills, health care directives and other documents. Unlike some lawyers, who only take your information and put in into a form, we will make sure that the documents that we draft for you make sense for your situation.
Finally, we will ensure that your assets are properly held and titled, and make the appropriate changes if needed. This includes taking into consideration the tax effects, costs and priorities that were determined in the planning step.
Complete Your Estate Plan in a Cost-Effective Manner
Whether you are just beginning to consider your estate plan or you are ready to complete the planning process, contact us to consult with an experienced lawyer about your situation. At Schulze, Howard & Cox, we have the experience necessary to help you fully evaluate your situation and tailor your estate plan to fit your individual needs. Call us in Marysville, Ohio, at 937-644-3849.
To learn more please click on our Estate Planning Booklet.
