- Services
Estate Planning
We assist individuals and married couples in drafting their wills and other documents to distribute their estate after their passing. Our attorneys guide clients through the planning process to ensure their wishes are carried out and their loved ones are protected.
Who This Service Is For
Individuals and married couples seeking to plan the distribution of their estate.
Estate Planning Legal Services Provided for the Following Ohio Counties:
- Franklin County, OH
- Fairfield County, OH
- Fayette County, OH
- Fairfield County, OH
- Delaware County, OH
- Champaign County, OH
- Madison County, OH
Frequently Asked Questions
What is probate and how can it be avoided?
Probate is the legal process of administering a deceased person's estate. It can often be avoided by using tools such as Transfer on Death Affidavits, Payable on Death bank accounts, naming beneficiaries to retirement accounts, or, in some cases, revocable trusts.
When is a will necessary?
A will is necessary when an individual wants to ensure that their assets are distributed according to their wishes after death, particularly if they do not have a trust in place. A will is also required to appoint guardians for minor children. If a person dies without a will, their estate will be distributed according to Ohio's intestacy laws.
What is a financial power of attorney?
A financial power of attorney authorizes an attorney-in-fact to manage the principal's financial affairs, such as paying bills, managing investments, or selling property. It can be tailored to grant broad or limited powers and may take effect immediately or upon the principal's incapacity.
Can a will override a Transfer on Death affidavit?
No. Transfer on Death affidavits and Payable on Death accounts are non-probate assets and pass by operation of law or contract, not through the terms of a will. Any attempt to dispose of such assets in a will is not effective.