Creating Comprehensive And Customized Estate Plans
Last updated on January 3, 2025
It is easy to procrastinate when it comes to ensuring that you have the proper estate planning documents in place. However, it is important to take the necessary steps to get the appropriate documents prepared and executed. Doing so will make sure that your wishes are followed and your loved ones are taken care of in the event something unexpected happens.
At Dahlberg, Stanley & Foderetti, LLC, our estate planning lawyers help clients in Columbus, Bexley, Dublin and Upper Arlington and the surrounding communities create comprehensive estate plans customized to meet your specific needs. Whether you need to employ gifting strategies to take advantage of annual and lifetime gifting exclusion amounts or protect family vacation properties, our experienced estate plan lawyers can help. They can customize strategies to transfer wealth to further reduce tax liability for taxable estates.
Comprehensive Legal Guidance For Estate Plan Preparation
Our Ohio estate planning lawyers at Dahlberg, Stanley & Foderetti, LLC, work closely with clients to understand their goals and concerns, and make sure they have everything in order. We help clients craft comprehensive estate plans that include:
- Wills: We want your will to reflect your wishes. Your will can also designate guardians for minor children.
- Trusts: Our attorneys are familiar with a wide range of trusts and tools to accomplish all of your estate planning goals.
- Powers of attorney: We can help you designate decision-makers in the event you become unable to make decisions for yourself.
- Health care directives and living wills: We can make sure that your wishes regarding your medical care are explicit and someone you trust is appointed to make medical decisions on your behalf in the event it becomes necessary.
Our lawyers provide customized guidance designed to meet your legal goals. When you consult with us about crafting your estate plan, our attorneys will assess your financial needs and create a legal strategy to fulfill your goals.
Whether you are revising an estate plan following a major life change like an adoption or a divorce, or creating a plan for the first time, our attorneys will listen to your concerns and create a customized legal strategy.
The Administration Of An Estate And The Probate Process
Our experienced attorneys can also provide legal guidance with the administration of an estate and the probate process. Probate can be costly, time-consuming and complex. At Dahlberg, Stanley & Foderetti, LLC, the members of our team strive to settle estates efficiently and in a cost-effective manner. We are sensitive to conflicts within families, aiming for practical and confidential resolutions over divisive and sometimes public battles in probate court.
Consult An Ohio Estate Planning Lawyer
Our Columbus estate planning lawyers at Dahlberg, Stanley & Foderetti, LLC, offer an initial consultation appointment. To schedule your consultation, you can call us at 614-670-8103 or send us a message through our website. We look forward to answering your questions and telling you more about how we can help you craft a unique estate plan customized to preserve your legacy and meet your needs.