Compass
  • Home
  • Estate Planning, Probate & Elder Law

Estate Planning, Probate & Elder Law

Ohio Estate Planning and Ohio Probate
Ohio Estate Planning

A large percentage of our firm’s practice involves helping individuals and families work through the Ohio estate planning process. Most of the time, Ohio estate planning does not need to be overly complicated. Our Ohio attorneys will help explain Ohio estate planning in an understandable fashion after we have analyzed your specific circumstances and needs. A simple Last Will and Testament along with proper titling of assets may be sufficient or a Last Will and Testament combined with one or more trusts may be appropriate. There are intervivos trusts, testamentary trusts, charitable trusts, Medicaid trusts and special needs trusts. Each person or family’s needs are specific. Also, a proper estate plan should include a general power of attorney, a durable power of attorney for health care and, possibly, a living will. We will discuss with you all of these documents and whether they are appropriate for you.
Our Ohio attorneys and staff have been serving clients’ Ohio probate and estate administration needs for over 70 years. Properly handling the probate paperwork, filing the necessary estate tax returns, handling and liquidating estate assets, appropriately treating creditors’ claims and working through the intricacies of the estate administration process can be a confusing and overwhelming endeavor. Our attorneys are second to none in providing exemplary services to our clients in this area of Ohio probate and estate administration work.

Ohio Asset Protection

Part of both estate planning and elder law planning involve protecting ones assets to the greatest extent allowed by law. This may involve minimizing one’s potential estate tax liability, protecting one’s estate from beneficiary creditors, and also protecting one’s estate from one’s own creditors. Medicaid planning is one aspect of Ohio asset protection. Life insurance trusts may be another. A special needs trust may be a third. Ohio law now allows one to protect one’s assets from one’s own potential future creditors, as long as no transfer is fraudulent. The Ohio Legacy Trust Act allows a grantor to set up a trust with the grantor’s assets and the grantor as the beneficiary, yet protect it from creditors. Ohio law also now allows a limited liability company’s assets to be shielded from a debtor’s future creditors. Ohio is now one of the most debtor-friendly states in the country. Protecting one’s assets for one’s future needs and one’s children is a primary goal of most clients. We can help ensure that these needs are met.

Ohio Elder Law

Along with estate planning and asset protection, the various legal needs and issues of the elderly have become more and more critical as we all are living longer and have greater health care needs and expenses. Medicaid planning, Medicaid qualifying and asset protection have become more and more commonplace issues. Potential VA benefits or other benefit resources may need to be explored. Gifting options and long-term health care insurance and their part in long-term planning should be considered. Reverse mortgages are sometimes an answer to one’s needs. Nursing home and home-health care issues all fall under the umbrella of elder law. Also, although well drafted powers of attorney usually eliminate the need; if a guardianship needs to be established, we can help walk the guardian through the probate process so that the establishment of the guardianship as well as future accountings are properly handled and completed.

On this page, we have provided links to learn more about Ohio Estate Planning and Probate, Asset Protection and Elder Law matters.

Our Ohio Attorneys can help you sort through your options to determine the best approach for your needs and circumstances to accomplish your future planning.

Contact us now for all your Ohio Estate Planning, Ohio Probate and Ohio Elder Law needs!

If you have questions or concerns, please don’t hesitate to call us at (937) 293-2141 or email us using the quick contact form on the right side of this page. Additionally, we have an emergency phone number (937) 760-4357 that is answered by one of our attorneys around-the-clock.

Ohio Estate Planning Overview

Ohio Estate Planning typically involves creating and managing Wills, Living Trusts, Powers of Attorney, documents that direct Health Care decisions, and the administration of Estates and Probate matters. Our Ohio Lawyers can assist in all your estate planning matters. Read more about Ohio Estate Planning.

Ohio Last Will and Testaments

An Ohio Last Will and Testament designates the person or persons that you wish to inherit your personal property, real estate, cash, and other assets upon your passing. Our Ohio Last Will and Testament lawyers will work with you to draft a document that accurately states your intentions and leaves nothing open for debate. Read more about Ohio Last Will and Testaments.

Ohio Elder Law Overview

Ohio Elder Law includes a broad array of issues that concern our Ohio seniors including long-term health care insurance, probate avoidance and Medicaid Planning. Our Ohio Elder Law Lawyers can answer all your elder law questions. Read more about Ohio Elder Law Overview.

Ohio Trust Overview

An Ohio Trust is an Estate Planning tool that helps your estate avoid the Probate Court process and allows most, if not all, of your assets to go directly to your beneficiaries. Our Ohio Trust lawyers can answer your questions and create a Trust that accomplishes your objectives. Read more about Ohio Trust Overview.

Ohio Asset Protection Overview

Ohio Asset Protection. Protecting your assets from creditors and those of your children and maximizing the value of the estate that you pass on should be a priority of everyone. Ohio Legacy Trusts and LLCs are two possibilities. Read more about Ohio Asset Protection Overview.

Ohio Legacy Trust Overview

Ohio Legacy Trust. Passing on one’s estate to one’s children can require sophisticated planning. Having a business, minor children, special needs children, charitable goals, etc., require extra considerations. Read more about Ohio Legacy Trust Overview.

Ohio Medicaid Planning Overview

Ohio Medicaid Planning, Estate Planning and Elder Law issues often blend together. Our Ohio Medicaid Planning Lawyers will answer your questions and help you maximize your assets to be able to pass on to your heirs. Read more about Ohio Medicaid Planning Overview.

Ohio Probate and Estate Administration

Ohio probate rules for administering an estate are exceedingly complicated. Don’t try to plod through this alone without experienced legal help. Our exceptional Dayton Probate and Estate Administration lawyers will quickly administer all estates throughout all of Ohio. Read more about Ohio Probate and Estate Administration.

Ohio Power-of-Attorney Overview

An Ohio Power-of-Attorney is a basic but important Estate Planning tool that allows you to decide who will manage your financial affairs should you ever become unable to manage those decisions yourself. Our Ohio Power-of-Attorney Lawyers will draft a POA that will allow you to appoint a person who you trust to manage your affairs if, in the future, you cannot. Read about Ohio Power-of-Attorneys Overview.

Ohio Incapacity Planning Overview

Ohio probate rules for administering an estate are exceedingly complicated. Don’t try to plod through this alone without experienced legal help. Our exceptional Dayton Probate and Estate Administration lawyers will quickly administer all estates throughout all of Ohio. Read more about Ohio Incapacity Planning Overview.

Ohio Health Care Documents

An Ohio Living Will allows you to state your wishes about being kept alive on life support if you are in a terminal condition. In a Health Care Power of Attorney, you can grant speaking authority for medical decisions to another if you are unable to communicate. Our Ohio Lawyers will prepare these documents to convey your wishes and intentions. Read more about Ohio Health Care Documents.

Ohio Guardianships Overview

Ohio Guardianships are probate proceedings designed to protect minors, disabled or incompetent individuals. Let us counsel you about your options in this important area of law. Read more about Ohio Guardianships Overview

Ohio Special Needs Planning

Ohio Guardianships are probate proceedings designed to protect minors, disabled or incompetent individuals. Let us counsel you about your options in this important area of law. Read more about Ohio Special Needs Planning

Ohio Will Contests Matter

Ohio Will Contest actions require a unique combination of probate knowledge and litigation experience. Our Ohio Lawyers can help navigate your will contest case to a successful outcome. Read more about Ohio Will Contests Matters.

Contact Dayton, Ohio, Lawyers Holzfaster, Cecil, McKnight & Mues Now!