Many people believe estate planning is only for the elderly and the rich. In reality, if you have any amount of money or property, you have an estate that needs protecting. And if you have family members that depend on you, it's never too early to start planning your estate. At The Law Offices of DuPont and Blumenstiel, we're here to help you make the right decisions to protect your assets and your family.
Our estate planning services in Dublin, OH are designed to offer you the peace of mind you deserve, no matter your age or the state of your health. Don’t wait for a traumatic event to happen to push you into constructing a plan. Contact The Law Offices of DuPont and Blumenstiel to have an expert analyze your unique situation and help you protect your legacy.
Estate planning is the process of taking control over what happens to your assets when you pass away. Your probate estate includes any money or property you own. For example, your car, house, bank accounts, and household items are all part of your probate estate. However, your broader estate needs planned for as well. This includes your retirement plans, life insurance, and certain investments.
A sound estate plan includes documents that help prevent you and your family from being exposed to unnecessary taxes, unnecessary administrative expenses, delay, and uncertainty.
An estate plan often consists of five documents:
Many people attempt to draft these documents themselves. While some simple estate plans can be done this way, you risk using incorrect legal terminology. This can leave your true wishes and desires unclear and can have a disastrous effect on your estate. An unclear estate plan can lead to family disputes, and ultimately a potential will contest action. This legal process can quickly eat away at your estate, leaving little money for your heirs.
It’s important to have a professional draft and review your estate planning documents to make sure that your wishes are clear.
When you work with us, you'll be introduced to your estate planning concierge, a dedicated estate planning professional who is there to make the process go smoothy and promptly. Our team will meet with you, often by conference call or by zoom, to discuss your finances, your goals, and your concerns. A representative from our team can help you plan for the future; however uncertain it may be. Most estate planning engagements will qualify for our proprietary process and 2-2-2 guarantee. We pride ourselves on providing excellent customer service and are eager to do whatever it takes to earn your trust.
"From initially contacting the office they were very responsive and thorough with explaining what was needed. The professionalism of every person we were connected with was amazing. Everyone made us feel very comfortable with asking questions on anything we weren't clear on. Thank you for helping us with this uncomfortable process while helping to prepare ourselves and our famiy with better protection for all of us in the future. Highly recommend!" -Tami Roth
Our Estate Planning and Elder Law attorneys help clients implement plans ranging from very simple to complex. We can prepare, and update, many types of documents for you, including:
Our estate lawyers can also provide legal advice to clients regarding:
In most instances the fees for these services are charged on a flat fee and not hourly basis.
At DuPont and Blumenstiel, we know your time is important. We have refined our Integrated Estate Planning process over the years to provide a smooth and efficient experience. Much of the process is even done over the phone!
You will find that our estate planning process is quick, efficient, and professional with most engagements being completed in approximately 2 weeks. It just takes two appointments, taking two hours or less of your time, to gain peace of mind knowing your affairs are taken care of.
Call us today at 614.389.9711 for more information about our estate planning services or to schedule a consultation.