When a person dies without a will, the state will intercede without any effort to keep tax liability down or to disperse the estate as the decedent would have wanted. At Peterson & Peterson, LLC., we work with our clients to avoid this scenario. With proper estate planning and the guidance of our Xenia estate planning lawyers, you may benefit by minimizing taxes and providing direction as to how your estate will be divided. With a carefully constructed plan, you might help your family avoid the unpleasantness of contested wills or estate litigation.
Our estate planning services include assistance with:
Clients sometimes have confusion over the differences between a will and a trust; each has its own purposes and advantages.
We discuss the distinctions between a will and a trust below:
Take some time to be prepared for life's uncertainties and avoid unnecessary conflict regarding your estate. During our initial consultation, we can review your estate and provide our recommendations on valuable estate planning tools that can benefit you and your family.
For answers about creating wills, trust, probate, or another aspect of estate planning, call our office at 937-372-3584.