Estate Planning

Estate planning is one of the most personal, most essential services an attorney can offer a client. In helping a client plan for the future, we identify goals that drive any other legal services the client may need, including family law, real estate transactions, and legal services for a family business. At the Zamary Law Firm in Cincinnati, Ohio, lawyers from our estate planning practice are well-prepared to provide the sophisticated strategic planning appropriate for those with large estates or complex situations. The attorneys are equally committed, however, to providing sound advice to young families and those of modest means.

Estate planning tailored to your specific situation 

 The basic estate plan: If you are eighteen years of age or older, regardless of your assets, you can express your concern for those who love you by having in place a will, a health care directive (living will), and durable power of attorney. If you are a parent your will can specify your child’s guardian in the event of your death or disability.

An estate plan for your working years: If you are approaching a second marriage, your estate plan should include a prenuptial agreement with specific provisions for your children. Our attorneys may also recommend life insurance trusts, a 529 college savings plan, and vehicles to save for retirement. If you are involved in a closely-held business, we will discuss business succession planning.

Providing for a vulnerable adult: Our attorneys will help you establish special needs trusts for a child with disabilities, and help you arrange a guardianship for a vulnerable adult.

An estate plan for retirement: As you and (if you are married), your spouse enter your senior years an appropriate estate plan will include trusts and investment strategies that allow you to enjoy your retirement and provide peace of mind regarding the possible need for long-term medical care.

Preserving wealth for your heirs: Our attorneys have extensive experience in gift and estate taxation, and will recommend a variety of asset preservation strategies to minimize losses and avoid public exposure during probate. If you would like to use a portion of your wealth to support a charity or special interest, we will help you with the establishment of charitable trusts and foundations.

Post-death planning: Our probate lawyers help heirs with adjustments to wills and trusts that optimize the benefits of the estates.

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The early stages of estate planning are critical. If you would like to arrange an initial consultation, please contact our Cincinnati office. Our lawyers will work with you to define your goals, identify significant aspects of your unique situation, and explain your alternatives.  Our typical fees for estate planning documents.

Related practice areas: wills and trusts, probate and estate administration, probate litigation, guardianship litigation, charitable trusts and foundations, business succession planning, gift and estate taxation, prenuptial agreements, employment law, mergers and acquisitions, and medical group representation