Wills & Trusts
Our Estate Planning Attorneys Draft Custom-Tailored Wills and Trusts that Reflect Our Clients’ Long-Term Goals
An estate, no matter how large or small, represents a lifetime of hard work. It is a legacy, created through careful planning, that benefits loved ones and causes of personal interest. Assisting families in Ohio, Kentucky and Colorado, our estate planning attorneys are passionate about helping our clients protect, manage and safely transfer their assets through the implementation of well-drafted and custom-tailored wills and trusts.
A Comprehensive Estate Plan Requires a Strong Foundation
Building a comprehensive estate plan starts with drafting a will. For many individuals, a revocable trust will be a foundational component of their estate plan as well. These documents are the primary tools for distributing individuals’ assets and identifying those who will be responsible for administering their estates when they pass away.
Along with wills and revocable trusts, individuals can use a variety of other documents to achieve their estate planning goals as well. When working with our clients to decide what terms to include in their wills and revocable trusts, we also help our clients understand what other estate planning tools they need. For example, in many cases, individuals will benefit from using irrevocable trusts such as:
- Asset protection trusts
- Charitable trusts
- Generation-skipping trusts
- Irrevocable life insurance trusts (ILITs)
- Qualified domestic trusts (QDOTs)
- Qualified personal residence trusts (QPRTs)
- Qualified terminable interest property trusts (QTIPs)
Each of these types of irrevocable trusts serves a specific purpose and is useful under a specific set of circumstances. If incorporating one or more irrevocable trusts into your estate plan makes sense, our attorneys can help you make the right choice for your individual circumstances.
While a will and one or more trusts will likely serve as the foundation of your estate plan, achieving your goals may require the use of other estate planning tools as well. In addition to drafting highly personalized wills and trusts for our clients, we also provide our clients with the estate planning tools they need to address matters such as:
- Education funding
- Executive compensation, including stock options and benefits
- Family-owned business succession planning
- Family foundations
- Financial decision-making in the event of incapacity
- Health care decision-making in the event of incapacity
- Preserving eligibility for Medicaid and other government benefits
Our attorneys guide clients through all aspects of the estate planning process, starting with drafting their wills and trusts. We help our clients plan ahead to help their loved ones avoid unnecessary issues at the time of disability and death, and we ensure that our clients’ heirs and beneficiaries will have the tools and information they need to carry out their wishes when the time comes.
Speak with a Wills & Trusts Attorney at Rendigs in Confidence
With offices in Cincinnati, Louisville and Boulder, we provide comprehensive estate planning services to individuals and couples throughout Ohio, Kentucky and Colorado. To speak with a wills and trusts attorney at Rendigs in confidence, please call 513-381-9200 or tell us how we can contact you online today.