We all know that it’s important to plan. It is common for people to spend significant time planning to provide a solid foundation for their health and finances. Indeed, many people take great care to improve their health by eating right, exercising, and making regular visits to a physician. People do this with the aim of increasing life expectancy and improving quality of life. Likewise, many people know that saving for their children’s education and contributing to their own retirement plans are important for their financial well-being. Many people seek the advice of a financial advisor to ensure that the steps they take lead them down the path to financial health now and well into the distant future. These are extremely important parts of an individual’s overall health and cannot be overlooked.
It is equally as important to have an appropriate estate plan in place. This is true for several reasons, but one of the most important reasons is because inadequate estate planning can completely undermine even the most sophisticated financial planning. It is critical to put together an estate plan that provides a solid legal foundation for individuals and families. A strong estate plan acts as a guide for families, ensuring that an individual’s wishes are respected after a decline in health or passing away. Not only is the process often greatly simplified by virtue of planning ahead, many times just a small bit of planning can result in saving significant amounts of time and money by avoiding a complicated and messy probate estate.
Unfortunately, while people know that they should have an estate plan in place, many have not done so, or have not updated their existing plans to match their current needs. Many people are uncomfortable thinking about these issues, however, seeking the advice and counsel of an attorney is a critical component in any successful, comprehensive plan.
At Reese, Pyle, Drake, & Meyer, P.L.L., we have been providing superior service to our clients for decades. Our attorneys offer a broad range of experience and expertise in a wide variety of practice areas, including estate planning. We pride ourselves on providing exceptional value to our clients while maintaining the highest ethical standards.
Our attorneys work with individuals and families to design a comprehensive estate plan to achieve their personal and financial goals during life and after death. Whether the goal is to avoid probate, minimize estate taxes, provide for minor children or for children with special needs, qualify for Medicaid or Veterans benefits, charitable giving, or ensure that your loved ones will be taken care of according to your wishes, our attorneys will work to develop a plan that meets your individual needs and goals. As a testament to our abilities, we have proudly helped multiple generations of many families in the central Ohio area in their estate planning.
To assist our clients meet their estate planning objectives, we offer a full complement of estate planning services that include:
• Last Will and Testament
• Durable General Financial Power of Attorney
• Durable Health Care Power of Attorney
• Living Will
• Revocable Living Trust
• Irrevocable Life Insurance Trust
• Charitable Trusts
• Special Needs Trust
• Grantor Retained Annuity Trust
• Family Business Succession Planning
We also provide our clients with on-going advice and assistance in implementing their individual estate plan. We regularly advise clients on ways to title assets to assure they will transfer to intended beneficiaries without going through probate and without paying a hefty legal fee for unnecessary estate planning documents. Whatever your needs, we will gladly work with you in creating an estate plan that meets your individual needs and goals.
Reese, Pyle, Drake & Meyer, P.L.L.
36 N 2nd St, P.O. 919
Newark, OH 43058-0919
740-345-3431 | www.rpdm.com