Estate Planning & Probate

Estate planning is a necessity in this day and age. The firm’s Estate Planning & Probate Practice Group works with clients to ensure the best approach for the future in each situation. We work in Ohio and Kentucky creating Power of Attorney documents, Wills, Living Wills for heath care directives and appointing health care surrogates. We offer advisement and legal documentation for Trusts including Living Trusts and Testamentary Trusts for asset protection, as well as Strategic Tax Planning; we provide counseling on Trust Administration, Planning for blended families and individuals with special needs or small children; finally, we can advise on Strategic Tax Planning issues, including Tax Shelter Trusts.

Our team is on the forefront of financial planning for the future including establishing private foundations to accommodate charitable giving, representation of the estate of a decedent through the probate process and identification, collection and ultimate distribution of assets and assisting the fiduciary with probate administration.

Comprehensive estate planning is important even when you don’t have significant assets in the bank or property at your disposal. At a minimum, most people have financial assets in the form of insurance benefits or 401k retirement accounts. Unless you direct how your assets should be distributed, the state intestacy laws will decide for you. Don’t postpone your estate planning any longer. A skilled lawyer’s estate planning advice can provide many advantages. Most people find that establishing an estate plan including wills, trusts and other documents can be far less painful and less expensive than they imagined.

Confusion about the probate process is normal for people dealing with the death of a loved one. We offer experienced guidance through probate court procedures so that the probate or estate administration of a loved one’s estate can be as smooth as possible.