ESTATE PLANNING / wealth preservation
With the constantly changing political climate, it’s easy to get confused about how to set up your estate to best protect the ones you love should something happen to you. Our firm serving Lima Ohio and the surrounding areas prides itself in staying up to date on the most current estate planning tools and devices that can give you the peace of mind in knowing that your loved ones are protected.
As a primary part of our practice, our firm drafts wills, revocable trusts, irrevocable trusts, life insurance trusts, powers of attorney, living wills, family business entity agreements, and all other documents needed as part of an estate plan. We also counsel clients with respect to the ownership and disposition of closely held businesses, creation and operation of family limited partnerships, limited liability companies, and the creation and operation of charitable trusts.
We also offer complete legal services subsequent to the death of a client or a client’s loved one. These services include the preparation of all tax returns, probate and trust administration, and advising clients with respect to their rights as a surviving spouse, trust beneficiary or as a fiduciary of an estate or trust.
Regardless of where you find yourself in life, we can develop a plan that is just right for you. So don’t hesitate; call today to schedule an estate planning appointment.