Assets Passing Outside of Probate

Columbus, Ohio, Estate Planning Attorneys

One of the most important things you can do for your family is to establish a firm estate preservation plan that distributes financial assets to your beneficiaries without probate court decisions. In most cases, passing assets to heirs -- assets such as retirement account distributions, life insurance benefits, and property held in trust--can be done through simple estate planning legal documents.

At the Law Offices of Nancy L. Sponseller, we will thoroughly discuss your current financial estate holdings to determine the best ways you can protect assets passing outside of probate. Our lawyers handle all aspects of helping you change beneficiaries, establishing a business succession plan, and directing your death benefits in such a way to protect your family.

Contact our probate attorneys' offices to learn more about ways to preserve your hard-earned financial legacy. Through a collaborative relationship, we offer opportunities to discuss tax liabilities issues with professional accountant Laura Cheuvront CPA, MT. Working together, we can make a difference in your family's future.

Preserving Assets that Pass Outside of Probate

• Wills and Ohio Trust Code law
• Life insurance benefits
• Transfer on death accounts
• IRA's, retirement accounts
• Pensions
• Property in trust

To learn more about preserving assets that pass outside of probate, we invite you to visit our Probate and Estate Planning Practice Center.

Contact the Law Offices of Nancy L. Sponseller to discuss your estate planning needs. We will explain how we work with probate law clients. Start preserving your financial legacy through simple asset passing instruments today.