Wills, Trusts & Asset Protection
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 the property and other assets can benefit from estate planning. Responsible planning can help you avoid probate costs and delays, reduce estate taxes and minimize capital gains tax implications, address disability concerns, provide a plan for your beneficiaries.
At the law firm of Schulze, Cox & Will, 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 accountants, insurance agents, and financial planners, who can help us assess and preserve your assets. Our firm also provides agriculture estate planning for farmers and farm owners in Union County and Central Ohio.
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, beneficiaries, and priorities, including an 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 procedure for your beneficiaries, and the priorities 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 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 it 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 considering the tax effects, costs, and priorities determined in the planning step.
Experienced Legal Services For Wills And Trusts
At the law firm of Schulze, Cox & Will, we invite you to start planning for your future by considering a will or trust. We understand that discussing what happens after you die is not always easy. However, it is essential to discuss how to protect and secure your assets for the future of your loved ones.
To learn more, click here for our Estate Planning Booklet
If you are interested in discussing in further detail your estate planning needs with one of our experienced Marysville will attorneys, contact us today.