Skilled Assistance Preserving Your Family Wealth Through An Estate Plan

Even though Ohio has laws in place that will help your loved ones distribute your assets after you have passed away, you probably want more control over how your worldly possessions and wealth will be distributed. Whether your assets are small or complex, an estate plan tailored to your specific situation can help you achieve your goals.

Since 2009, the experienced estate planning lawyers at Mularski, Bonham, Dittmer, Phillips & Steele, LLC, have been working with individuals and families throughout Franklin County and surrounding Ohio counties to draft estate plans that account for everything from preferences for medical care after incapacitation to the distribution of wealth after a person has died.

We take great care to ensure that our clients' wishes are respected and followed according to the terms of their estate plans, and we are prepared and equipped to help families resolve disputes when they arise.

Helping You Secure Your Legacy And Well-Being

At our firm, our lawyers understand that an estate plan is more than just a means of protecting your wealth for your beneficiaries, which is why our approach to estate planning starts with a thorough review of your estate to determine which tools will help minimize taxes, protect your assets, provide financial security for loved ones and pets, and ensure that your end-of-life medical wishes are respected and honored.

Our attorneys — William T. Bonham, David M. Kennedy and Mark E. Phillips — can help you draft, maintain and enforce a range of estate planning tools, including:

  • Wills

  • Living wills/advance directives
  • Living trusts
  • Special-needs trusts
  • Family trusts
  • Guardianships
  • Durable powers of attorney/health care powers of attorney
  • HIPAA releases
  • Business succession plans

After your customized estate plan has been drafted, our lawyers can help you maintain and make changes to it following major life events such as the death of a beneficiary or divorce. After your death, we will guide your executor through the administration process and assist with probate or will contests if issues arise.

One-Stop Shop Estate Planning At An Affordable Price

Aside from working with incredibly compassionate, competent, experienced and highly skilled estate planning attorneys, one of the additional benefits of working with our firm is our all-inclusive probate plan. For one reasonable price, we will set up your entire estate plan to ensure that your loved ones do not encounter any challenges in probate following your death.

Ensure That Your Wishes Are Honored Speak With Us Today

Even a simple will can go a long way to avoiding intestate succession — a process by which the court decides who will care for your children, how your assets will be distributed and even who gets your pet(s). If you're concerned that intestate succession will not reflect your wishes and desires, talk to the lawyers at our firm about setting up an estate plan to truly ensure that your intentions will be honored.

To learn more about our services or to speak with an experienced attorney at our firm, please contact our Gahanna office to schedule a free 30-minute consultation. Call 614-800-2400 or contact us online to get started.