Estate Planning

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

Developing a Plan

“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. This may involve 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. Events such as these should be planned for in order to take care of you or your family without unnecessary delay, frustration, or pain. This is especially important because these unexpected events or life changes are emotionally difficult for you or for your family.

I can help with your estate planning whether you’re a young family starting out or a young-at-heart couple in your golden years. I offer a free consultation to explore your needs before you retain us for this service. I have 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, through 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.