Estate Planning

Estate planning helps clients accumulate and protect wealth.

Estate Planning refers to how you want your things passed down after you die. Your estate refers to everything you own. This certainly needs planning. However, some never get around to making a will. In this instance, the person has made a decision on how their property will be distributed, a decision which mandates that the state of Ohio shall determine the distribution.

Estate Planning for most people consists of one of two important instruments, a will or a trust. Each operate differently and serve different purposes.

Don’t wait to decide what happens to your belongings. Call us now to start your planning.

Why Choose Estate Planning in Ohio?

Proper Ohio estate planning through a will and a living trust can help your loved ones avoid probate laws.

Why Avoid Probate?

Probate is a legal process that takes place after someone dies, with or without a will. There are a number of reasons why individuals want to avoid it:

  • The probate process is expensive and can eat up the estate’s value
  • Probate court can tie up property & assets for months, at times for more than a year
  • The probate process can be complicated and everything involved in it is public record

Estate Planning can help your family members avoid the probate process by eliminating the unknown and guarding the gates to secure the future for those you love.

Estate Planning Services



Living trusts
Medicaid trusts
Special needs trusts

Avoiding Probate

How Can an Elder Care Law Attorney Help You?

An elder care law attorney will not just help you create an estate plan, they will walk you through the personal care matters that often come up as we age. Personal protection, care, and the complexities of Medicare and Medicaid are all within the purview of an elder care law attorney. They have the experience and knowledge that you need to navigate the challenges that accompany aging.

How do you plan for end of life for a loved one in hospice or palliative care?

Some may believe thinking about the end of life is disrespectful, at best. However, planning is prudent and likely what our loved one wants us to do. This guide is designed to help you navigate these difficult times.

What is included in Estate Planning?

Within the area of estate planning, our experienced lawyer assists clients with irrevocable and revocable trusts, wills and testaments, durable powers of attorney, guardianships, medical directives, business succession planning, and asset protection.

Developing an Estate Plan

Planning for the future of your family is vitally important. The prospect of its necessity is at once discomforting, but taking control through Estate Planning is the way to absolute peace of mind.

Nothing could be more personal, and the unique nature of your family’s needs requires a trusted adviser who can provide expert and proprietary care. Let the law firm of Port Legal be that advisor. Whether it is a personalized will or an all-encompassing trust, Port Legal can protect your well-being.

Wills, Testaments, Trusts, Powers of Attorney & Other Documents

In addition to a will or trust, it’s also important to put in place ancillary documents such as powers of attorney and advanced health care directives that will fully accomplish your plans. We’re here to discern and fulfill the right choices on your behalf, and the sooner you start to plan the more options you will have to fully address the best outcomes for you and your family.

Estate Plan Reviews & Revisions

Should you already have an estate plan, if years have passed since last review, a contemporary examination will assure the plan addresses any new and relevant details to protect its integrity.

Need help with estate planning?

Developing an Estate Plan

If you have a family, an estate plan can protect you and your loved ones from the unexpected. An estate plan is more than an insurance policy – it’s a shield that will guard, guide, and defend you, your family and your assets. Above all, having a secure estate plan in place can help you achieve peace of mind. You can rest easy knowing that when you pass away, your assets will be distributed to your loved ones, special charities or other beneficiaries just as you choose. Port Legal can provide you with experienced counsel to ensure you have a well-crafted, individual estate plan that meets your unique needs, as well as all of the related documents to ensure proper execution. 

Estate Planning for Business Owners

If you have a business, how will your interests be passed down to your family and how will the business continue to operate? How will your partner come up with the funds to compensate your family? If your partner passes away, how will you come up with the funds to compensate his/her family, and assure you are not imposed with an unwanted new business partner? These are crucial issues which many business owners never consider. Port Legal can guide you through these difficult issues to protect all vested interests and guard the gates of your business’ future.

Estate Planning Services

  • Long term planning
  • Avoiding Probate
  • Protection of assets from creditors
  • Powers of Attorney
  • Trusts
  • Wills & Testaments
  • Protection of business interests in small companies, including planning for the death of a partner
  • Buy/Sell agreements between business partners

Contact an Estate Planning Attorney Today

Our initial exploratory consultations are completely free of charge and intended to equip you to make the best decision for you, your family and your business.

Are you ready to get started? Call 614-310-3110 or fill out the form to request your free consultation and take the first step towards crafting your secure estate plan.

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