Our law firm has been helping families with their financial and treasured wealth for many years, offering specialized legacy planning Ohio residents can trust. We believe that traditional estate planning has been failing American families. Traditional “bare bones” estate plans have only focused on distributing financial wealth and have done little to secure the future families intend when planning for future generations.
We have seen many families lose financial assets after the first generation through traditional estate planning means. The loss of family legacies and history is even more devastating.
There is a better alternative! Our approach to the legacy planning Ohio families need, which we call Legacy Wealth Planning, helps you examine not only your financial and non-financial goals and concerns but it also focuses on the values and legacy you wish to leave behind. With a customized Legacy Wealth Plan, you get more than a simple document; you get a comprehensive strategy. This is the kind of detailed legacy planning Ohio families deserve to minimize emotional impact, retain valuable assets, and ensure that your legacy lives on through those you love and your future generations.
In our estate and legacy planning meetings, we take a deeper look at the real-life issues facing families today…
- Your surviving spouse re-marries, or has creditor problems, or has an accident and is sued
- Protecting your assets from threats like your children’s or grandchildren’s divorces, lawsuits, or creditor problems
- Disability for either spouse – long nursing home stays can be financially devastating
- Passing on your personal values and heirlooms
- How to set up incentives and distributions that will ensure wise choices by family members so your legacy lives beyond your first generation