Estate Planning

Estate Planning, Wills And Probate

Sophisticated Estate Planning Services

The Wolterman Law Office works hard to develop lifelong relationships with our clients. In no other area of law is this approach quite as important as estate planning and asset preservation.

Whether you are young or old, rich or poor, an effective estate plan is paramount. You can depend on our attorneys to assist you in structuring and maintaining a personalized estate plan that reflects your life and goals. Do not settle for a professional who simply drafts a will, then files it away. Estate planning is a process that requires a trusting relationship between the attorney and the family, often developed over years and across many life events.

No two people or families are exactly the same; your will and other estate planning documents should reflect your situation and goals. At Wolterman Law Office, we will analyze your situation, learn about your goals and implement a tailored estate plan that protects you and your loved ones.

Our attorneys will ensure your estate plan addresses critical issues such as:

  • State and federal estate and gift tax consequences
  • Asset valuation
  • Placing assets out of reach from creditors
  • Drafting wills and establishing trusts
  • Health care directives and powers of attorney
  • Business succession planning
  • Family partnerships
  • Providing support for family members with special needs via trust planning

You may not know exactly what tomorrow holds, but, with our help, you can act today to make sure your assets and your family members are protected. A clear estate plan can serve as a lasting gift to your loved ones, freeing them from the stresses of making sense of your estate once you are no longer with them.

Speak To An Attorney About Your Estate Planning Needs

We look forward to helping you plan for your family’s future. There is no better time than right now to get started. Call 513-488-1135 to schedule your initial consultation. From our office in Loveland, we provide estate planning representation to clients in Mason, Greater Cincinnati and southwest Ohio.

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