WILLS, TRUSTS and ESTATE PLANNING
John Maynard Keynes said. "The avoidance of taxes is the only intellectual pursuit that carries any reward." The tax code has become amazingly complex. Intelligent tax and estate planning has become a requirement to preserve your assets for your retirement and for your family. We work to create integrated plans that address inheritance, investment, healthcare, and possible disability while always minimizing taxes, fees and costs. A goal without a plan is simply a wish.
 Wills
We have never seen a client without one that could not benefit in some way from having a will prepared. We all have unique objectives and goals that rarely will coincide exactly with Ohio intestacy law. We offer very affordable fixed pricing for most wills.
Living Wills
Living wills allow you to declare your wishes regarding the use of life-sustaining procedures under certain circumstances. You may also designate someone to make health care decisions for you in the future. These are fairly simple documents to protect your family and to ensure your wishes are carried out.
Trusts
A trust is a legal device used to manage property. A trust is a flexible tool that can be used for tax reasons, for asset management, for charitable purposes and to simplify the transfer of property after death by avoiding the probate process. Contact the law office to see if a trust could be a useful part of your estate plan.
 Estate Planning
Mr. Adamson recommends an integrated estate plan to minimize tax, preserve flexibility and to protect assets. A comprehensive plan also facilitates prudent management in the event of your disability and simplifies the transfer of assets to intended beneficiaries after death.
Inheritance and Gift Tax Planning
The tax code simply favors those who plan. The careful and disciplined approach to asset management and transfer inevitably saves substantial amounts on your tax bill.
Powers of Attorney
A Power of Attorney is a way for you to authorize others to act on your behalf. Powers of Attorney may provide for the care of a child, for decisions related to your health care, for management of your property and for other special or limited purposes. A Power of Attorney may be effective only upon your disability or effective immediately. You decide if the Power of Attorney continues to provide authority to act if you become incapacitated.
Probate
Probate is a much misunderstood legal process that simply and usually quite effectively and fairly disposes of property after death of the owner. The probate process is very detailed and must be accomplished with discipline. Mr. Adamson uses technology and streamlined office procedures to minimize your legal costs for probate.
Please contact the office for a free initial consultation and needs assessment.
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