Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. Estate Planning

Comprehensive Estate Planning Solutions with Expert Guidance

There are approximately 150 Certified Specialists in Estate Planning, Trust, and Probate Law Attorneys in Ohio, and Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. is proud to have four of them on our team. In addition to being licensed in Ohio, our estate planning attorneys have the capability to provide representation in Florida, South Carolina, and West Virginia, offering clients a broad range of expertise across multiple jurisdictions. We provide comprehensive estate planning services designed to help individuals and families protect their assets, manage tax liabilities, avoid probate, and ensure their wishes are honored in an efficient manner. Our attorneys offer personalized guidance for estate planning, trust administration, probate avoidance, and asset protection, allowing clients to secure their legacies with confidence.

Personalized Estate Planning

Our experienced attorneys tailor estate plans to meet the unique needs of each client. Key estate planning services include:

• Wills: Drafting comprehensive wills to ensure the proper management and distribution of assets, appointment of executors, and providing advice on asset titling to avoid probate.
• Revocable Trusts: Creating revocable living trusts that provide flexibility, efficient management, and probate avoidance, giving clients lifetime control over their assets and protection of inheritance for beneficiaries.
• Irrevocable Trusts: Structuring irrevocable trusts to reduce estate tax liability, protect assets from creditors, and achieve long-term wealth preservation.
• Special Needs Trusts: Setting up special needs trusts to safeguard the financial future of loved ones with disabilities, ensuring they retain eligibility for government benefits while providing for their unique needs.
• Powers of Attorney: Establishing financial powers of attorney to designate trusted individuals to make decisions on client’s behalf if they become incapacitated.
• Healthcare Directives and Living Wills: Crafting advanced directives to specify end of life preferences, ensuring that healthcare decisions align with clients’ wishes.
• Asset Protection Planning: Developing personalized asset protection strategies, including asset protection trusts, to protect wealth from creditors, lawsuits, or other risks.
• Charitable Planning: Structuring charitable trusts, or other donative vehicles, to support philanthropic goals and maximize tax benefits.
• Trust Administration and Probate Representation: We provide essential support to trustees and executors in managing estates and trusts with professionalism and efficiency
• Probate Representation: Navigating the probate process from start to finish, handling the administration of estates and resolving legal issues as they arise.
• Trust Administration: Advising trustees on their responsibilities, helping them manage and distribute trust assets in accordance with trust terms.
• Business Succession Planning: For business owners, our attorneys design succession plans to ensure business continuity and protect family interests while reducing taxes
• Family-Owned Business Transition: Facilitating a smooth transfer of family businesses to the next generation while preserving wealth for the current generation.
• Buy-Sell Agreements: Crafting buy-sell agreements to protect business ownership and ensure seamless transitions in cases of retirement, disability, or the death of an owner.

At Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A., we are committed to helping clients secure their futures and protect their loved ones. From drafting basic estate documents to implementing complex asset protection strategies, we provide a full suite of estate planning services designed to offer peace of mind.