7650 Rivers Edge Drive, Suite 240
Columbus, OH 43235
614.431.4311
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Estate Planning

A solid estate plan can help you attain your estate planning goals and objectives.

The goals of estate planning are to provide for financial security in life and to exert control and maximize the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:

  • Your goals and feelings
  • Your potential beneficiaries
  • Will and trust design strategies
  • Property ownership alternatives
  • Estate tax reduction techniques
  • Insurance analysis/enhancement
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable intent and goals