Estate and Wealth Planning

With the changing landscape of the federal and state of Ohio tax code, we assist our clients with the opportunity to transfer assets to your family or others with less governmental impact. Our office will help you achieve your goals with less taxation impact. We believe that basic documents such as a will, health power of attorney and durable power of attorney should be prepared for every person. If you have not reviewed your estate plans in the last five years or have any major change in your life, such as marriage, divorce, children or health issues, a review of your estate plan should be considered.

Our office can advise you with respect to irrevocable life insurance trusts, revocable testamentary trusts, annual gift-giving programs and charitable remainder trusts. Further, the current Estate Tax Exemptions are due to expire at the end of 2025 at which time the Tax Exemption is scheduled to revert to pre 2018 levels. Our office can assist you in the preparation of Spousal Lifetime Exemption Trusts (“SLATs”) to allow you to transfer more of your assets to your family without taxation. Upon the death of a loved one, Schottenstein Legal Services Co., LPA, can guide you through the administrative process of probating an estate.

Contact Schottenstein Legal Services Co., LPA

To schedule a consultation, call 614-321-1226. You can also reach the firm using the online contact form.