No one knows what tomorrow may bring, but there are some inevitabilities for which you can prepare. You’ve worked too hard to risk your personal security or the legacy you leave, so it is wise to establish an estate plan you can count on no matter what comes your way. Kenneth N. Ortner & Associates, LLC helps clients throughout Ohio guard against the unpredictable and leave instructions they feel confident about. Whether your estate is substantial or modest, we can help you design an estate plan that fits your unique circumstances and addresses your concerns.
Establishing a well-thought-out estate plan allows you to provide protection for your property, finances and medical care. We may ask you to consider: Do you want to maximize giving to your heirs? Preserve a vacation home? Provide for a child with special needs? Appoint a decision-maker in case you become incapacitated? To address these concerns and others, you can rely on us to help with a comprehensive estate plan. We may provide legal assistance with the following:
Each person has different concerns and goals for the future. We work closely with you to determine your priorities and create precise instruments to carry out your intentions.
Estate plans can include instructions not only for distributing your property after you’ve passed but also for handling decisions in the event you can no longer make them for yourself. Though it may be difficult to think about your mortality, clear and thorough plans can remove the fear of uncertainty. We can help with:
Knowing that you have planned for the long-term well-being and financial security of your loved ones can be comforting. Our lawyers at Kenneth N. Ortner & Associates, LLC thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship and supporting philanthropic causes.