Columbus, Ohio, Estate Planning Lawyer
-- Conveniently Located in Uptown Westerville
Taking the time to protect your estate and the future financial security of your loved ones is an 
important decision. Whether you are interested in the protections of a will or trust, creating a power of attorney in the event of incapacity, or securing an estate plan to avoid unnecessary tax obligations, we can protect your rights. At the Willi Law Office, LLC, we have the experience, dedication, and expertise to effectively protect your family, your business and your estate.
In our estate planning process, we take the time to explore your individual goals, identify comprehensive solutions, and strategically protect your rights and financial interests.
Contact us for a consultation or evaluation. Our estate and business succession planning practice includes:
Wills, trusts, and estate planning tools: We take the time to explore all of your options and alternatives in estate planning tools including simple wills, powers of attorney, special needs trusts, family limited partnerships, irrevocable trusts, living trusts, A-B trusts, bypass trusts (credit shelter trusts), conduit trusts, Q-tip trusts, power of appointment, marital trusts, life insurance trusts, grantor retained annuity trusts, qualified domestic trusts, and qualified personal residence trusts.
Business succession planning: Planning for the transition of a family-owned business is imperative for business owners creating an estate plan. We are experienced in drafting buy-sell agreements (as part of business succession planning) and in helping business owners develop and implement plans for the future of their businesses. We help our clients make and implement important decisions such as who will take over, how assets will be divided if the business is sold, and how to give each child an equal distribution of the assets. We will explore all of your options and alternatives and protect your interests in the business succession planning process.
Comprehensive tax planning: Estate and business succession planning involves more than simply planning for the estate tax. It involves the interplay of various tax regimes, including estate and GST tax, corporate tax, capital gains tax, and fiduciary income tax. Through our strategic tax planning, we assist our clients in developing and implementing an estate plan that minimizes the overall tax consequences, taking into consideration the interplay of all of the applicable taxes.
Estate planning for second marriages and blended families: If you are planning to get remarried, we can protect your assets for yourself and your children with a carefully drafted premarital agreement. If you have already remarried, we can create an updated estate plan to protect your children from a former marriage with a Q-tip trust. Estate planning is essential for blended families, especially where substantial assets are at stake. Through proper estate planning now, you can prevent future disputes and protect your children's financial security.
Charitable Gift Planning: Charitable giving provides a vast array of planning opportunities and options. Whatever your charitable dream or vision, we can advise you concerning the various options and ways for accomplishing your objective. Whether you wish to make a cash gift to your church, set up a charitable remainder trust or establish an endowment fund for a specific purpose, we can help you accomplish your charitable objectives while maximizing the tax benefits from your gift.
Contact us to schedule a consultation with a Columbus, Ohio, OSBA Board Certified Specialist in estate planning, trust and probate law.
Willi Law Office, LLC
167 S State St Suite 150
Westerville, OH 43081-2282
Phone: (614) 890-0500
Fax: (614) 340-7103
