Building A Legacy With Estate Planning

Why should you use an attorney for estate planning? Because it is a complex area of law. Federal estate tax laws change frequently, which means it is easy to make a mistake with your estate plan. In addition, you must understand Ohio’s estate planning regulations.

At Metz, Bailey & McLoughlin, our experienced attorneys are current with federal and state estate planning laws. In fact, attorney William McLoughlin is an Ohio State Bar Association-certified specialist in estate planning, trust and probate law. He is also a certified public accountant (CPA). You can reach all of our skilled attorneys by calling 614-423-4619, toll free at 888-428-0610. We partner with our clients to provide caring, practical estate planning services.

You Have Many Options

Our attorneys assist clients with all of their estate planning needs. From working with blended families to pass on assets to helping owners of small businesses, we have experience with all estate planning options, including:

  • Sheltered trust tax planning
  • Special-needs trusts for developmentally disabled children and adults
  • Pre-probate planning to neutralize the probate process
  • Succession planning for closely held businesses
  • Farms
  • Asset protection
  • Trusts and LLCs

To provide for yourself in case you are incapacitated by illness or injury, we will set up durable and medical powers of attorney. We will also help you create a living will to specify your end-of-life wishes.

We also offer nonprobate planning to ease the process of estate administration. In addition, we have experience with:

  • Transferable on death affidavits
  • Survivorship deeds
  • Trust planning
  • Elder law

Let’s Talk Today

Please call our Westerville estate planning lawyers at 614-423-4619, toll free at 888-428-0610 or contact us online.