Estate planning attorneys in Zanesville, Ohio, Gottlieb, Johnston, Beam and Dal Ponte, P.L.L., help clients prepare wills and trusts, and can fashion an estate plan that fits you and ensures that your wishes will be carried out.

What is estate planning?

Estate planning is a plan for the preservation and the distribution of your assets, both during your life and upon your death. It helps you accomplish your personal and family goals, eases the management of your financial and legal affairs, and minimizes taxes if your estate is large enough for taxes to be of concern.

What is an estate plan?

An “estate plan,” generally, refers to how your estate is passed on to your loved ones upon your death. This can be accomplished through a variety of methods, including:

  • Revocable and Irrevocable Living Trusts
  • Last Will and Testament
  • Lifetime Gifting
  • Joint Ownership
  • Beneficiary Designations
  • Life Estates

Why do I need an estate plan?

Problems often arise when people don’t coordinate these methods of passing on their estate. If you have a well-drafted plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen.

What type of items are listed in a will or trust?

Your estate includes all assets of any value that you own, including properties, business interests, investments, insurance proceeds, personal property and even your personal effects. Read this blog post for information on the difference between a will and a trust.

Probate and trust administration lawyers

If your family has experienced the loss of a family member, our estate lawyers can assist you with the legal process that occurs when a loved one passes away. We can provide families with quality probate and trust administration services tailored to each client’s specific needs and goals.

What is probate?

Probate is the legal process of administering that portion of an estate that does not pass by operation of law. The process includes the appointment of an estate representative (executor, administrator, or commissioner), the identification of probate assets, payment of creditors, and distribution to heirs either under a will or Ohio’s laws of intestate succession.

Non-Probate Administration

Assets held in trust, joint and survivor accounts, payable on death accounts, or other similar accounts transfer to named beneficiaries by operation of law. Our firm can assist you in the administration of both Probate and Non-Probate Assets.

Incapacity planning explains the care you would receive if you fall ill.

Our firm can help you create a plan to cover how you will be cared for if you become physically or mentally unable to care for yourself. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling properties, gifting assets to your children, or making critical medical decisions.

Depending on your individual needs, these plans could include general or financial powers of attorney, health care powers of attorney, living wills or advance health care directives and guardianships.

What is a guardianship?

A Guardianship is a court-supervised proceeding which names an individual or entity to manage the affairs of an incapacitated person. A guardianship may also include the duty to care for the incapacitated person. Our estate planning attorneys help clients create a plan to handle their affairs in the event they become disabled or a guardianship becomes necessary.

Need a will or trust? Our estate attorneys in Zanesville, Ohio, can prepare the legal documents you need to ensure your assets are accounted for and distributed properly upon your death or incapacitation. Contact Gottlieb, Johnston, Beam & Dal Ponte, P.L.L. for help with wills, trusts, probate and more.