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Practice Areas

Estate Planning

WILL, TRUSTS & PROBATE

Experienced Wills, Trusts and Probate Lawyers in Ohio

Fliehman Law Group appreciates the importance of planning for the next generation. We are committed to helping clients preserve their assets and transfer them efficiently to their loved ones. Families rely on us to meet their individual needs in crafting a solid estate plan, while educating them on the full range of legal options available.

Our attorneys provide comprehensive legal support, from drafting and reviewing documents to enforcing Wills and trusts through the probate process. We have extensive experience helping clients with Wills and trusts, while reducing probate costs and minimizing estate taxes.

Our estate planning services include:

  • Last Will & Testament

  • Pour-Over Wills

  • Testamentary Trusts

  • Revocable Living Trusts

  • Probate Avoidance Trusts

  • A/B Trusts (aka Credit Shelter Trust & Marital Trust)

  • Irrevocable Life Insurance Trusts

  • Powers of Attorney

  • Health Care Powers of Attorney

  • Living Wills

  • Special Needs Trusts

  • Estate Tax Planning

  • Probate Matters

  • Other estate planning instruments and directives


Changing Your Will / Keeping Your Will Current

Most people understand the importance of having a Will and take the time at some point in their lives to prepare and execute one. However, the most effective estate planning requires attention after the document is completed. We work with our clients to keep Wills current through such events as:

Life Changes —
Almost any significant life change necessitates a review of Will provisions. A move to another state, change in marital status, or addition of children should prompt immediate review. Even without such major events, relationships and financial needs vary with time, and a frequent check-in is important to ensure that your wishes are adequately reflected in your Will.

Adjustment in the Estate —
One can amass a great deal of property over the course of a decade or three. This might trigger additional tax liability or prompt new ideas on how to distribute everything, such as a charitable bequest. We can help you consider the revised landscape and execute a codicil or new Will to reflect your circumstances.

Legal Updates —
Federal and state probate laws change over time; our knowledgeable attorneys keep clients informed of how these modifications affect their unique estate plan. Whether or not we assisted with your original Will, our attorneys will take the time to conduct a comprehensive evaluation, ensuring that it and other estate planning instruments are up-to-date.


Estate Planning Options

Estate planning is not just for the wealthy — it is essential for everyone who owns property or has children. Even small estates can lead to bitter disputes if not handled correctly, exacerbating family tensions and sometimes consuming a large portion of the estate’s value. Our attorneys first work to develop a complete understanding of your situation and priorities. From there, we explain your options for transferring property, whether through Wills, trusts, gifts or a combination of these tools. We also address important concerns such as the guardianship of minor children. With this complete perspective gained through a comprehensive evaluation, we will help you execute what works best for you and your family.


Healthcare Power of Attorney & Living Wills

Medical directives are often overlooked in estate planning. People go to great lengths to preserve their assets for the benefit of their family, but by failing to leave clear directions regarding their medical treatment, they can jeopardize both their assets and their family’s well-being. Should you become incapacitated by injury or illness, these documents allow you to state what type of treatment you want and don’t want and choose a representative to enforce your wishes. Our attorneys can help you complete a healthcare directive so that your wishes are clearly understood, saving your loved ones from having to make difficult decisions on your behalf.


Wills

A Will is the best way to ensure that your estate—or the property and assets you have at the time of your death—is distributed according to your wishes after your passing.

Your will enables you to:

  • Appoint an executor for your estate

  • Appoint guardians and successor guardians for your children

  • Direct the distribution of your property

  • Create a trust or life estate

  • Provide for the payment of debts

  • Choose the powers granted to the executor

  • Reduce the risk of disputes over your estate


Probate Court Process

Probate is a legal process through which a court ensures that your Will is properly executed and that your estate pays your taxes and settles your debts. Although most of your estate must pass through probate, there are some exceptions:

  • Assets held in a revocable living trust

  • Real estate subject to an Ohio transfer-on-death deed

  • Proceeds of an insurance policy for which there is a named beneficiary

  • Retirement and pay-upon-death bank accounts with a named beneficiary

  • Assets held in joint or survivorship tenancy, which pass directly to the survivor

Contact our experienced Ohio Wills, trusts and probate attorneys today. We can help you understand the probate process and ensure that your estate is distributed according to your wishes.