Westerville Estate Planning Attorney In Ohio

Preserving and Protecting You and Your Family’s Estate Planning in Westerville & Columbus, Ohio

“What if” is a scary game to play, but we all need to plan for what happens if and when the unexpected or the inevitable happens. The goal of any effective estate planning is to efficiently address those major “what if’s” for a smooth transition through difficult times. A Westerville estate planning attorney can help and guide you with your concerns about transferring wealth from one generation to the next, ensuring your children have a guardian to take care of them if you are not there to do so, or directing how you want to be taken care of if you yourself are unable to do so. 

Quick Summary:

  • Estate planning is about caring for your loved ones and managing your assets in case something happens to you. It includes legal documents like wills, trusts, powers of attorney, and more.
  • Estate planning is important for asset distribution, minimizing tax burdens, protecting beneficiaries, and avoiding probate. It covers various aspects such as medical preferences, business succession, and charitable giving.
  • Our Westerville Estate Planning Attorney provides services including wills, trusts, power of attorney, and asset protection, tailored to your unique needs and goals.
  • We can make estate planning easier for you, ensuring that your assets are managed according to your desires.

The Law Office of David Bale can help with your estate planning whether you’re a young family starting or a young-at-heart couple in your golden years. He offers free consultation to explore your needs before you retain us for this service. He had years of experience helping all types of families with their estate planning needs.

Ensuring Final Wishes are Honored

Dealing with the loss of a loved one is a difficult life experience. It presents confusion, chaos, and sorrow. I can help to ensure that your final wishes or your loved one’s final wishes are carried out, whether through probate administration, a trust administration, or another process to distribute benefits to beneficiaries. I can also help you to assist in the management of your family’s business. I have dealt with multi-million dollar estate and trust matters and insolvent estates. I am well-versed in the probate and trust process. The bottom line is that I am here to help you and your family deal with the loss of your loved ones through the legal resources available to you and your family.

What is Estate Planning?

Estate planning is a way to ensure that your loved ones are cared for and your assets are managed according to your wishes in case something happens to you. It allows you to decide who will act on your behalf if you become unable to do so. 

Estate plans can consist of legal documents like wills, living wills, powers of attorney for healthcare and finances, trusts, and letters of instruction. 

Estate planning also involves actions such as changing the ownership of assets like cars and homes, as well as the allocation of retirement savings, life insurance proceeds, and other financial resources.

Why is Estate Planning Important?

Estate planning is crucial not only to ensure asset distribution as per your wishes but also to minimize tax burdens, protect beneficiaries, and avoid probate. It provides a roadmap for medical preferences, guardianship of minors, business succession, and charitable giving. It’s about achieving peace of mind, knowing your financial and personal affairs are in order now and in the future.

What are the Common Forms of Estate Planning?

Estate planning is a tool to preserve and protect you and your family’s future and assets. Your estate plan will be made up of a number of documents. Each holds significance in its own right, and when combined, they create a potent illustration of your ultimate desires. These documents include:

  • Wills – A carefully crafted will ensure that your assets are distributed precisely as per your wishes, providing peace of mind for you and your loved ones. Our Westerville estates attorney offers assistance in drafting, reviewing, and updating wills.
  • Trusts – Trusts serve as powerful tools for asset protection, probate avoidance, and achieving specific estate planning goals, such as providing for individuals with disabilities. Various types of trusts, include revocable living trusts, irrevocable trusts and special needs trusts. 
  • Power of Attorney – These legal documents are used to designate on behalf if you become incapacitated. This ensures that your affairs are managed according to your preferences, even in challenging times.
  • Asset Protection Asset protection measures can provide an added layer of security for your hard-earned wealth.

These documents form the foundation of a comprehensive estate plan. By consulting with our Westerville Estate Planning Attorney, you can take a proactive step towards preserving and protecting you and your family’s future estate planning in Westerville, Ohio. 

Why Do I Need a Westerville Estate Planning Attorney?

If you reside in or have assets in Westerville, Ohio, hiring an estate planning attorney offers several advantages:

At the Law Office of David Bale, our commitment is to offer you the following:

  • Customized Advice: We provide tailored guidance and create an estate plan designed specifically for your financial situation, family dynamics, and personal goals.
  • Knowledge of Local Probate Courts: Our attorney is familiar with the Westerville and Ohio probate court systems. This knowledge expedites the process and helps you navigate the legal requirements efficiently.
  • State-Specific Tax Considerations: We help you understand and navigate Ohio’s tax laws, minimizing estate tax liabilities and preserving more assets for your beneficiaries.
  • Familiarity with Ohio Real Estate Laws: If you own property in Ohio, our attorney is well-versed in Ohio’s real estate laws, essential for effective estate planning and asset protection.
  • Proximity and Accessibility: Having an attorney in Westerville allows for in-person meetings, document signings, and immediate assistance for urgent estate planning needs.
  • Established Local Network: We have connections with local professionals, including financial advisors, accountants, and real estate professionals, ensuring a comprehensive estate plan that covers all aspects of your financial situation.
  • Updated Knowledge: Our attorneys stay up-to-date with Ohio’s estate planning laws, ensuring that your estate plan remains compliant with the latest legal requirements.
  • Conflict Resolution: In the event of disputes related to your estate, we can help mediate and resolve issues, preserving family relationships and avoiding costly legal battles.
  • Peace of Mind: We provide peace of mind, ensuring your wishes will be legally honored and your assets managed as you intend. Your loved ones will have clear guidance in executing your wishes.

While creating a basic estate plan without an attorney is possible, the complexities of estate planning often necessitate professional guidance. At the Law Office of David Bale, our Westerville estate planning attorney offers the skills and local knowledge to ensure your estate plan is comprehensive and compliant with Ohio law, ultimately safeguarding your assets and your legacy.

Let David Bale Simplify the Estate Planning Process

Retain an Estate Planning Attorney in Westerville, OH

If you’ve started thinking about estate planning, you might feel like you’re in over your head. What are advanced healthcare directives? What’s the difference between wills and trusts? Estate planning can be confusing, but a knowledgeable attorney can sort out the process for you. Residents of the Westerville, OH area turn to The Law Office of David G. Bale, Ltd. for help with estate planning. Attorney David Bale will help you create a comprehensive plan for your estate.

Start the estate planning process now. Call (614) 942-8943 to schedule a consultation with a dedicated estate planning attorney in Westerville, OH.

Get Help with All Areas of Estate Planning

The estate planning process can and should be customized to fit your specific needs. But how do you know which aspects of estate planning apply to your situation? Arrange for a consultation with attorney David Bale. He will…

  • Make sure you understand all of your options
  • Review your financial situation, including outstanding debts
  • Discuss your family and health care needs

Attorney Bale will answer all of your questions about powers of attorney and wills and trusts. You can trust him to help you with every step of the estate planning process.

Reach Out Today To Set Up Your Case Evaluation.

Scroll to Top