Estate Planning
Practicing attorneys: Robert N. Drake, I. Russell Suskind, Mary M. Albright, Michael H. Whitehead, Siobhan R. Clovis, Justin R. Lodge, Lee D. Heckman
At Reese, Pyle, Drake & Meyer, P.L.L., our attorneys work with individuals and families to match their circumstances with appropriate estate planning to achieve their personal and financial goals during life and after death. Whether the goal is to avoid probate, minimize estate taxes, provide for minor children or for children with special needs, qualify for Medicaid or Veterans benefits, charitable giving, or ensure that your loved ones will be taken care of according to your wishes, our attorneys will work to develop a plan that meets your individual needs and goals.
To assist our clients with their estate planning goals, we offer a full complement of estate planning documents that include:
- Last Will and Testament
- Durable General Financial Power of Attorney
- Durable Health Care Power of Attorney
- Living Will
- Revocable Living Trust
- Irrevocable Life Insurance Trust
- Charitable Trusts
- Special Needs Trust
- Grantor Retained Annuity Trust
In addition to tailoring documents that are designed to address your specific estate planning goals, we also provide our clients with on-going advice and assistance in implementing your individual estate plan. We regularly advise clients on ways to title assets to assure they will transfer to intended beneficiaries without going through probate and without paying a hefty legal fee for often over used estate planning documents that may be unnecessary. Unfortunately, it has become commonplace for clients to visit our office only after having paid thousands of dollars for a fancy leather-bound binder full of estate planning documents when the same estate plan could have been implemented through less expensive measures such as titling assets in survivorship, pay on death, transfer on death, or modifying beneficiary designations.
Whatever your needs and regardless of your net worth, we will gladly work with you in creating an estate plan that meets your individual needs and goals. As a testament to our ability and commitment to putting client concerns first, lawyers at Reese, Pyle, Drake & Meyer, P.L.L. are proud to say that they have worked with multiple generations of many families in the central Ohio area with their estate planning needs.