Estate Planning

Estate Planning and Probate encompasses such services as the preparation of living trusts, probate avoidance advice, wills, life insurance trusts, supplemental needs trusts for the disabled, qualified personal residence trusts, grantor retained annuity trusts (GRAT) and grantor retained unitrusts (GRUT), family limited partnerships, and charitable trusts of planned giving to charitable institutions.

Federal and Ohio Estate Tax is given careful scrutiny in the implementation of any plan. Business formation and succession planning are integral components of some plans that involve family farms or businesses.

Settlement services include probate (if applicable) and termination of trusts. We are experienced in the handling of estate and trust administration as well as matters concerning contested wills and trusts in Probate Court.

Click for FREE information on:

*Comparing Living Trusts, Wills, and Probate.

*Estate Planning for the Family Farm, Small Business Owner, and the Wealthy Individual.
 

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