Dublin Assets Passing Outside of Probate
Columbus 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 and without any probate administration IF careful estate planning is done prior to the decedent’s death and while he/she is competent to make estate planning decisions. In most cases, passing assets to heirs — assets such as retirement accounts, life insurance benefits, and property held in trust–can be done through simple estate planning legal documents.
At the Law Office 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. We handle all aspects of helping you do what is necessary to achieve your goals and wishes in your estate plan.
Contact our probate attorney’s office 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
- Property in trust
Contact the Law Office 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.