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Our Dayton estate planning attorney offers a comprehensive approach to devising a workable estate plan, taking into account the following: family goals, wealth preservation, taxes, estate administration, business succession planning, charitable gifts, and contingencies for clients located throughout Ohio.
Our Dayton estate planning lawyer and staff begin with evaluating our clients’ goals, meaning we strive to know our clients, and allow our clients to know us. This is a collaborative process between our attorneys and clients, as well as involving other professionals including accountants, investment advisors, insurance brokers, and health care providers.
1. The first step is a planning stage, where we gather information from you, discuss objectives, and provide you with an overview of what documents we believe would fit those objectives best. We will also provide you with the anticipated cost of any services we provide. If approved by you, together we design and craft a plan for your needs.
2. The next step is for our attorney to draft documents and implement your plan from the initial design. Our estate planning lawyer in Dayton and staff will review the documents and plan, and arrange for the execution of those documents. There will likely be additional steps to ensure the plan is effective, such as changing beneficiary and heir designations on financial accounts, deeds, insurance, and/or funding trusts.
3. The final step is to maintain the estate plan, which includes reviewing or revising documents when you have a major life event, such as a birth, marriage, or divorce. A change in financial circumstances, inheritance, or death of a family member may trigger revisions. Periodic reviews are recommended to ensure your plan takes advantage of changes in the law or tax code. It is recommended for everyone to review their estate plan at least once every two years, regardless of life changing events.
Regardless of your financial status, age, or health, everyone needs a plan in case of incapacitation or death. Our Dayton estate planning attorney will design and deliver a proper plan for you.