Our Trust-Based Plan Includes
-
Revocable Living Trust – Drafting of a comprehensive, Ohio-compliant trust designed to manage your assets during your lifetime and guide their distribution after death, often avoiding probate.
-
Pour-Over Will – A supporting will that directs any remaining assets into your trust and allows you to name guardians for minor children.
-
Financial Power of Attorney – Authorizes a trusted individual to handle financial matters on your behalf if you become incapacitated.
-
Health Care Power of Attorney – Appoints someone you trust to make medical decisions for you if you are unable to communicate your wishes.
-
Living Will – Documents your preferences regarding life-sustaining treatment to ensure your end-of-life wishes are respected.
Revocable Living Trust
Your Revocable Living Trust serves as the foundation of your estate plan. It allows you to manage your assets during your lifetime and provides clear instructions for how they should be distributed after your death—often avoiding probate. A trust also offers added privacy, flexibility, and continuity if you become incapacitated.
“Pour-Over” Will
A pour-over will works alongside your trust to ensure that any assets not already titled in the trust are transferred into it upon your death. It also allows you to name guardians for minor children, providing an important layer of protection for your family.
Financial Power of Attorney
A Financial Power of Attorney authorizes a trusted individual to manage financial matters on your behalf if you become unable to do so. This may include paying bills, managing accounts, handling property, or communicating with financial institutions—helping avoid the need for court intervention.
Health Care Power of Attorney
A Health Care Power of Attorney allows you to appoint someone you trust to make medical decisions for you if you are unable to communicate your wishes. This ensures your healthcare decisions are handled by someone you choose, rather than left to the courts.
Living Will
A Living Will documents your wishes regarding life-sustaining treatment in specific medical situations. It provides guidance to healthcare providers and loved ones, helping reduce uncertainty and stress during difficult times.
Asset Transfer & Trust Funding Guidance
Properly funding your trust is essential to its effectiveness. This plan includes guidance on transferring assets into your trust to ensure your estate plan functions as intended and provides the benefits you expect.
With local experience from a Cincinnati estate planning lawyer selected for your unique situation, discover a better way to plan for your future in Cincinnati.
