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Estate Planning for the Young, Old, Rich & Poor
Sunday, July 2, 2017

It doesn’t matter if you’re young, old, rich, or poor. Having an effective estate plan is crucial to making sure your valuable assets are managed how you want them to be managed once you pass. With a tailored estate plan, your assets and belongings will go to the people and organizations of your choosing as quickly and seamlessly as possible. Along with this, a proper estate plan will take into consideration an individual who will become a successor to your responsibilities whether it be the well-being of your family, business, or charitable endeavors.

Cultivating an effective estate plan requires a trusting relationship between the attorney and the family that is developed across many life events over the years. At Wolterman Law Office, we will make sure that you have a personalized, structured estate plan that takes into account every facet of your life. We look forward to building relationships and listening to your story because we truly care, and we want to relieve you of any stress that may come up when dealing with such matters.

When analyzing and crafting your tailored estate plan, Wolterman Law will take into consideration the following:
  • Valuation of assets
  • Establishing trusts/trust planning
  • Powers of attorney
  • Health care plans
  • Drafting wills
  • Business/partnership planning
  • Freeing assets from creditors
  • Tax planning

If you’re interested in our estate planning services and want to arrange a consultation with attorney Steven R. Wolterman, contact us here or call 513-488-1135. We look forward to starting a trusting relationship.




 
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Wolterman Law Office LPA

Wolterman Law Office LPA provides legal counsel for clients in Hamilton County, Warren County, Clermont County and Butler County in Southwest Ohio, including communities such as Loveland, Cincinnati, Mason, West Chester, Blue Ash and Milford.
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  WOLTERMAN LAW OFFICE, LPA
434 W Loveland Ave
Loveland, OH 45140


Phone: 513-488-1135
Fax: 513-322-4557

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