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Estate/Probate Administration

Estate planning is important for adults who have others depending on them for support, such as minor children or even elderly parents. An effective estate plan ensures a client’s wishes are carried out for the distribution of their assets and for the guardianship of minor children rather than leaving such a decision to a court of law. Our estate, trust and probate attorneys expertly guide clients through the creation of an effective and cost-efficient estate plan which gives them, and those that depend on them, peace of mind if something were to happen unexpectedly.

Many people want to “avoid” probate because they perceive it as a “hassle. There are a number of estate planning “tools” that our attorneys utilize to allow our clients’ assets to pass seamlessly to their loved ones after they have passed. For high net-worth clients, trusts can be tailored to reduce or defer potential estate taxes, which in 2019 is over $11.1 million dollars per person.

If probate cannot be avoided or when a client is faced with the death of a relative who died “intestate” (without a Will), our attorneys are ready to assist them with probate administration. Probate is there to facilitate the transfer of real and personal property of a decedent to their rightful heirs and beneficiaries. Probate can be as simply as transferring the title to an automobile or more complicated, depending on the size of the estate.  No matter the size, our team handles every probate administration compassionately and in a cost-effective manner.

related insights

“Continued Attacks on Special Needs Trusts”

Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]

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“As America’s population ages, demand for elder law attorneys grows,” ABA Journal

In an article published in ABA Journal on March 27, Bill Browning is quoted discussing the growing demand for elder […]

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Protecting Retirement Accounts When Long-Term Nursing Home Care is Required

In an article published in Bloomberg Tax’s Compensation Planning Journal on March 1, Bill Browning discusses preserving retirement accounts for middle-class families to protect […]

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Significant 2018 Federal Income Tax Changes for Business Owners – Building Insider Magazine

There is good news and some bad news for builders, developers, contractors and other business owners under the 2017 Tax […]

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Guest Blog: Protecting IRAs When A Spouse Requires Nursing Home Care – Columbus CEO

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New Income Tax Deduction for Certain Business Owners – Columbus CEO

Effective for the 2018 tax year and ending Jan. 1, 2026, a new income tax deduction known as the “Qualified […]

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“Difficult Math: When Some Children Don’t Want to Join the Family Business,” – Columbus Business First

In an article published in the print and digital editions of Columbus Business First on March 10, 2017, John Lucas […]

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