Wealth Planning (Estate Planning)

Estate Planning

With the changing landscape of the federal and State of Ohio tax code, we assist our clients with the opportunity to transfer assets to your family or others with less governmental impact. Our office will help you achieve your goals with less taxation impact. We believe that basic documents such as a Will, Health Power of Attorney, and Durable Power of Attorney should be prepared for every person. If you have not reviewed your estate plans in the last five (5) years or have any major change in your life such as marriage, divorce, children or health issues, a review of your estate plan should be considered. Our office can advise you with respect to irrevocable life insurance trusts, revocable testamentary trusts, annual gift-giving programs, and charitable remainder trusts. Upon the death of loved one, Schottenstein Legal Services can guide you through the administrative process of Probating an estate.

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    ADDRESS

    63739 street lorem ipsum City, Country

    PHONE

    +12 (0) 345 678 9

    EMAIL

    info@company.com