Dublin Estate Planning Lawyer

What Is Estate Planning?

Estate planning is the process of taking control over what happens to your assets when you pass away. Your probate estate includes any money or property you own. For example, your car, house, bank accounts, and household items are all part of your probate estate. However, your broader estate needs to be planned for as well. This includes your retirement plans, life insurance, and certain investments.

A sound estate plan includes documents that help prevent you and your family from being exposed to unnecessary taxes, unnecessary administrative expenses, delay, and uncertainty.

Can I Create an Estate Plan Myself?

Many people attempt to draft these documents themselves. While some simple estate plans can be done this way, you risk using incorrect legal terminology and missing certain legal nuances. This can leave your true wishes and desires unclear and can have a disastrous effect on your estate. An unclear estate plan can lead to family disputes and ultimately to a potential will contest. This legal process can quickly eat away at your estate, leaving little money for your heirs.

It’s important to have a professional draft and review your estate planning documents to make sure that your wishes are clear.

Contact a Dedicated Estate Planning Lawyer in Dublin, OH Today

When you work with us, you’ll be introduced to a dedicated estate planning professional who will be there to make the process go smoothly and promptly. Our team will meet with you, often by conference call or by Zoom, to discuss your finances, goals, and concerns. A representative from our team can help you plan for the future, however uncertain it may be.

Most estate planning engagements will qualify for our 2-2-2 guarantee. Meaning, it just takes two appointments, two weeks apart, taking two hours or less of your time, to gain peace of mind knowing your affairs are taken care of. We pride ourselves on providing excellent customer service and are eager to do whatever it takes to earn your trust.

Our Dublin estate planning lawyers help clients implement plans ranging from very simple to complex. We can prepare and update many types of documents for you, including wills, trusts, advance directives, living wills, powers of attorney for healthcare, and financial powers of attorney. In addition, we could provide legal advice regarding asset protection, elder law planning, tax planning, and more. In most instances, the fees for these services are charged on a flat fee and not hourly basis.