Estate Planning & Probate

Estate Planning Attorneys Serving Individuals, Couples, & Families in Marion County, OH

It is never too early to start making a plan. Regardless of whether you are managing significant wealth or don’t have many assets to speak of, you have an estate worth protecting, especially if you have a spouse or children. Without an estate plan, your hard-earned property and finances could be tied up in the court system, rather than in the hands of those you love and trust.

Don’t let this happen to you. By bringing in an experienced estate planning attorney, you can finally address those looming questions about the future and move forward with confidence.

Call (937) 403-9033 today to schedule a free consultation with a Marion County estate planning attorney.

What Does an Estate Plan Do?

Having an estate plan gives you a say in how your property is divided and distributed after you die. This is particularly important if you are a parent or primary breadwinner, but it is critical for just about everyone. When creating an estate plan, you have the opportunity to set yourself and your loved ones up for a smooth transition by expressing your wishes regarding medical care, inheritances, and more.

Estate planning provides peace of mind by allowing you to do the following:

  • Ensure your spouse, children, and other family members are provided for in your absence.
  • Ensure your values are passed on in addition to your possessions and wealth.
  • Be generous with your wealth and give gifts to family members and others in need.
  • Decide who will care for you and made legal and medical decisions on your behalf in the event it becomes necessary.
  • Decide what funds will be used to pay for long-term care and other costs associated with aging and/or illness.
  • Create a clear-cut path for fellow business owners or managers (if applicable) by outlining the terms of sale, acquisition, dissolution, etc.
  • Distribute your wealth in a way that minimizes taxation and court fees.
  • Decide who will care for your children in the event you and your spouse become unable to do so.

Contact Bridges, Jillisky, Streng, Weller & Gullifer, LLC today to speak with a member of our team.

What Is Probate?

Probate is a legal process that ensues when a person dies without leaving behind a will or estate plan or when inheritors or executors of the estate disagree with the instructions in an estate plan. This leaves it up to the courts to decide how your property and wealth will be divided, often resulting in significant taxation and a large chunk of your assets being spent on probate-related legal fees. The probate process is arduous, expensive, and to be avoided as much as possible through estate planning.

However, if your family is experiencing conflict regarding a deceased loved one’s estate or your loved one has died without a will, the Marion County probate attorneys at Bridges, Jillisky, Streng, Weller & Gullifer, LLC are here to help.

Call (937) 403-9033 today to consult with a Marion County probate lawyer.