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A thorough estate plan makes certain that your
hard-earned assets pass to those you have chosen, in the
manner that reflects your current wishes. It also can
avoid the requirements and public disclosure of your
financial and planning information involved in the
Probate process. The experienced attorneys and staff at
Pickrel, Schaeffer and Ebeling are very knowledgeable,
helpful and understand how to assist our clients with
their estate planning needs, whether the needs be simple
or more complicated.
Business owners have many planning decisions to make in
addition to their general estate planning
considerations, including, but not limited to, general
management decisions, tax planning and long term
strategic planning, among many others. We also assist
business owners who have rental real estate in setting
up a limited liability company (‘LLC’) for planning
purposes. Business owners who do sufficient planning
with experienced attorneys are usually rewarded with
less problems, less conflict, less taxes and more peace
of mind, for themselves and their loved ones.
We can advise you on the following:
Wills, revocable living trusts and irrevocable trusts
Planning to minimize federal Estate and Gift Tax and
Ohio Estate Tax
Lifetime disability planning
Business succession planning
Charitable
planning options
Pre-nuptial agreements / Second
marriage planning
Advise and assist in the titles of
assets and the beneficiary designations of life
insurance and retirement accounts to flow according to
the estate plan
For over ninety years, Pickrel, Schaeffer and Ebeling
has worked with clients advising them on their estate
planning needs, whether the planning is basic or
complex. Administering Probate or non-Probate assets
after death goes more smoothly if you have taken the
time to keep your estate plan current during your
lifetime. Whatever planning is desired, the experienced
attorneys and staff at our firm are well equipped to
guide you. |
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