Cincinnati Wealth Transfer Lawyers
Estate Plans Should Be Designed to Protect Wealth
If you have a family-owned business, or if you own substantial assets, you need an estate plan that considers many different possibilities, protects the wealth you have accumulated, and — most of all — meets your objectives.
At Schimpf, Ginocchio, and Kehres Co., LPA, our Cincinnati wealth transfer attorneys will listen as you outline your objectives and work with you to develop an estate plan that meets your goals and protects your wealth.
Ohio Family Protection Lawyers: Planning for the Future
How can you protect your family and preserve your wealth? When you ask our law firm for an estate plan, it is our responsibility to recommend a solution that meets your needs. Your attorney will consult with CPAs, work with your financial planner, stock broker, insurance agents, investment planner and others to ensure you are well served with a plan that protects your family.
Your estate plan should minimize estate taxes and income taxes. It should protect your wealth in the event the next generation is not ready or able to accept responsibility for financial management.
In the case of a family business, succession planning is an important segment of the overall estate plan. Tools such as specialized trusts can assure that funds are protected from taxes, as well as from the view of people outside of the family.
Contact us by e-mail or call us at 513-824-8170 or (toll free) 888-542-8120.
