No one wants to think about what comes next. It is natural to avoid planning for a future where you are not healthy, independent, or in control of your wishes. Very few of us want to address these scenarios, but your peace of mind and loved ones’ security deserve bold and decisive action early on. Regardless of your occupation or background, everyone should put a firm estate plan in place that meets their needs.

Whether you need to draft a will or power of attorney, set up a trust, or otherwise plan for the inevitable there are laws and tax implications to consider, and complications arise even in seemingly simple circumstances. By working with the estate planning lawyers at Arenstein & Andersen Co., LPA, you can ensure that your wishes are respected and your family is taken care of.

We firmly believe there is an estate plan for every situation. With decades of experience and a deep commitment for helping people deal with the legal realities of life, our attorneys in Dublin, Ohio and Tipp City, Ohio are here to closely review your circumstances and answer any questions. From there, we will help you put a plan into place that alleviates your concerns and anticipates challenges.

The time to plan your legacy is in the present. To learn more about the benefits of estate planning in Ohio, including creating clear and concise wills, ironclad power of attorneys, or durable trusts, contact Arenstein & Andersen Co., LPA online or call (614) 602-6550 to schedule a consultation.

Do I Need an Estate Planning Lawyer?

We often encounter people who believe they do not need an estate planning attorney. You may think you can handle your end-of-life matters yourself, but this is rarely the case. You may not know about all the relevant federal and Ohio laws that may apply to your situation. No matter how straightforward you believe your estate is, or how small, we recommend talking with an attorney about all your options. You could be leaving money on the table or setting your family up for significant financial hurdles.

At Arenstein & Andersen Co., LPA, we tailor our services to the individual. If you believe you will leave behind limited assets, you may not need to prepare any complicated strategies or documents. Your estate may even be eligible for an efficient summary probate process under Ohio law. But, that is not a reason to forego an attorney. You may still benefit from talking with an estate planning lawyer about drafting a power of attorney, which determines who can make decisions regarding your medical care, property, and finances when you are incapacitated.

The larger your estate, or the more varied your assets, the more important it is to speak with our estate planning lawyers. By working with an attorney, you can dictate that your assets go to the desired beneficiary as efficiently as possible. You also gain the insight necessary to avoid significant tax liability for your estate or loved ones.

No matter the size of your estate, if you have strong opinions about the level of medical care you want, who should or should not receive your assets after you pass, then you need to talk with an estate planning lawyer in Ohio. Additionally, if you wish to disinherit someone, you need to ensure your will is properly drafted to do so.

The Benefits of Estate Planning

The main benefit of working with an estate planning attorney is to control critical aspects of your life when you cannot directly make decisions. This includes your medical care, future finances, and the distribution of your estate.

When you are healthy, independent, and competent, it is essential to prepare for when you are not. By working with our estate planning lawyers, you can prepare for a time which you are incapacitated or deemed incompetent. These are difficult topics, but through advance directives, like a living will, or health care power of attorney, you can make your medical wishes known and establish who will make medical decisions on your behalf.

With practical and well-considered estate planning, you can also elect an individual to make decisions regarding your property and finances. This can be the same person named to make medical decisions or another family member, financial advisor, or confidante. The knowledgeable estate planning lawyers at Arenstein & Andersen Co., LPA are well versed in the Ohio Uniform Power of Attorney Act and will help you draft valid and enforceable documents that align with your requests.

When you pass away, you will likely want to bequeath certain personal items, investments, or sums of money to specific individuals, charities, or organizations. However, if you do not make your desires clear and in writing, they can be ignored. To make sure your estate is distributed how you intended, you need to call our estate planning lawyers, who can protect your legacy through a will or possibly one or more trusts.

Estate Planning Matters We Handle

At Arenstein & Andersen Co., LPA, we provide a wide range of services and guidance for estate planning in Ohio. Do not hesitate to reach out to us to learn more about your options and how we can help.

Wills

Everyone should have a will. This is a legally binding document that determines which individuals or organizations receive which assets. Without a formal will, your property will be distributed in accordance with Ohio law, which may not coincide with what you wanted. Regardless of your profession or income, our estate planning lawyers will work closely with you to determine how you want your estate distributed and will draft your will accordingly. We are highly knowledgeable in Ohio law regarding wills and will make sure the document is accurate, clear, and valid.

Power of Attorney, Healthcare Power of Attorney, and Living Wills

Estate planning is not all about death. In fact, durable financial power of attorneys and healthcare power of attorneys are only usable during your lifetime. They allow you to choose who you want to step into your shoes to help you make financial and medical decisions when you aren’t able to do so yourself. In relation to your final wishes, we also draft living wills allowing you to make end of life decisions now, so they do not have to be made by a family member in a tough situation. We want you to have control over who is making decisions regarding your future.

Trusts

A common purpose of estate planning is avoiding a complicated probate process after you pass away. To do this, you want as much of your property to transfer to your beneficiaries directly or to be protected from probate in some way. A trust is one method of avoiding probate as it facilitates the transfer of wealth via contract. We will work with you to determine types of trusts that could benefit your family, such as revocable living trusts, irrevocable trusts, charitable remainder trusts, charitable lead trusts, life insurance trusts, supplemental services trusts, or special needs trusts.

Guardianship

Guardianship is the process through which an adult is granted, by the probate court, the power to make decisions for someone who is unable to manage their own affairs. If you have an elderly loved one who has become unable to care for themselves, but does not have the appropriate powers of attorney in place, call us to discuss pursuing guardianship over your relative. If you obtain guardianship over another adult, you can make decisions for them, within the powers or restrictions created by the court.

We also help individuals with gaining guardianship over children in various scenarios. You may wish to become the guardian of a child in your life who does not have a viable parent to make proper decisions regarding their personal care or finances.

Business Succession Planning

Are you a sole or part owner of a business? If you have worked hard to establish and grow a business, then you need to prepare for when you are no longer capable of running the show. You may want your business to be closed after you pass, or you may wish for it to transfer to a new owner, whether that is one or more of your family members, trusted friends, partners, or employees. Our estate planning lawyers will talk about what you can do with your business ownership and what is the best method of carrying out your wishes.

Medicaid Planning

You or one or more of your beneficiaries may need to utilize Medicaid and other government resources during your life or after your passing. This requires paying special attention to your or your beneficiary’s income. If the value of the assets that you pass to your relative is high enough, you may increase their income to such an extent that they become ineligible for necessary benefits. We will work with you to ensure your relatives are cared for after your passing, so they do not lose critical benefits. One way to do this may be to utilize a trust.

Estate Administration

No matter how much planning your loved ones did or did not do, there will come a time when you have to manage their estates. The Ohio estate planning lawyers with Arenstein & Andersen Co., LPA are here to represent executors, administrators, and trustees in administering trusts and estates. We will guide you in documenting the estate, creating an accurate accounting, handling federal and Ohio taxes, addressing the estate’s creditors, and distributing the estate to the intended beneficiaries.

Probate Litigation

Not all estates manage to avoid probate entirely. When your loved one’s estate needs to go through the probate court process in Ohio, we are here to represent you. We will guide you through the process step by step, ensuring everything is handled as efficiently as possible. By working with an estate planning lawyer at this time, you can focus on grieving your loss and spending time with your family.

We also can represent you as the executor or administrator of the estate during litigation related to the estate or as a family member is contesting a will. There are many situations in which family members disagree after someone’s passing. We are here to help you resolve these issues out of court, or if necessary, pursue your stance before a judge.

Meet the team with a different approach

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G. Gregory Arenstein

Shareholder

Greg started Arenstein & Andersen Co., LPA with Nicholas I. Andersen in March 2010. Greg has many years of legal and tax experience working with clients on a wide array of business, estate planning, and tax issues. Greg is an experienced problem solver with the ability to assist clients with their most complex needs and the ability to communicate with his clients in plain English. Practice areas include: Estate Planning, Business Law, Taxation, Real Estate, Probate and Trust Administration, Legal Services for Healthcare Professionals

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Nicholas I. Andersen

Shareholder

Nick started Arenstein & Andersen Co., LPA with G. Gregory Arenstein in March 2010. Nick has extensive experience in civil litigation, business, estate planning, real estate, oil & gas, including pipelines, and representing taxpayers in collection actions. Nick’s practice also includes an expansive and diverse clientele of healthcare professionals, including physicians, dentists, and veterinarians. He believes in being available to his clients whenever they are in need. Practice areas include: Legal Services for Healthcare Professionals, Civil Litigation, Business Law, Real Estate, Estate Planning, Oil and Gas Law, Taxation

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Eric R. McLoughlin

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Eric has many years of experience representing clients in probate and trust administration, business, and estate planning matters. He has a strong passion for helping people with their legal matters, and strives to provide all his clients with the personalized service they deserve. Practice areas include: Probate and Trust Administration, Business Law, Estate Planning

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Jessica L. Sohner (née Samuel)

Shareholder

Jessica has years of experience representing clients in family and domestic matters, including divorce, dissolution, and post-decree matters. She believes in providing quality representation for clients while maintaining sensitivity to their individualized needs during stressful litigation. Practice areas include: Family Law, Civil Litigation, Oil and Gas Law

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Erin L. Sanford

Shareholder

Erin joined Arenstein & Andersen Co., LPA as a Shareholder in February 2022. Erin has over 12 years of experience working in all areas of family law. Erin understands that when you are navigating through the court system, whether it is a divorce, child custody matter, the need for a guardian of a loved one, or the loss of a loved one it is a stressful time and she is there to be by her clients’ side.

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Ryan L. DeYoung

Senior Associate

Ryan is a Senior Associate at Arenstein & Andersen Co., LPA. Ryan joined the firm in August 2020. Ryan’s practice is devoted to assisting clients in civil litigation matters. Prior to joining Arenstein & Andersen, his practice focused on the representation of individuals and small business debtors as an attorney with a small bankruptcy law firm for almost 7 years. In addition to his practice of bankruptcy law, Ryan also has prior experience in the litigation of housing and employment related claims, including claims brought under the Fair Housing Act, Americans with Disabilities Act, and Civil Rights Act, as well as been an adjunct lecturer in The Ohio State University Fisher College of Business. 

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James W. Park

Associate

Jim and Arenstein & Andersen Co., LPA formed an “of counsel” relationship in 2015 to assist the firm’s clients in the areas of bankruptcy and creditor protection. Jim has been working in personal bankruptcy since 2005. He began practicing as an attorney solely in the area of personal bankruptcy in 2007, with a focus mainly in Chapters 7 and 13 of the United States Bankruptcy Code. Jim understands that financial distress is common today and strives to provide clients with the respect and understanding they deserve while helping them through their difficult times. In December of 2021, Jim became a full-time associate attorney at the firm.

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Robert E. Putman

Associate

Robert joined Arenstein & Andersen Co., LPA as a full-time associate attorney in October 2021. He is eager to provide clients with legal assistance in the areas of estate planning, business law, and general civil matters. He believes every client matter is unique and deserves careful professional attention to ensure the client’s interests are protected. 

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Erin M. Haughey

Associate

Erin joined Arenstein & Andersen Co., LPA as a full-time associate attorney in October 2021 and earned her J.D. from Capital University Law School. Erin focuses her practice on estate and trust administration and understands the difficulty of losing a loved one. Erin works diligently to ensure that her clients are given the care and attention they deserve so she can best help them understand and achieve their desired goals.

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Joseph A. Downing

Of Counsel

Joe has extensive experience representing clients in estate planning, probate, business, real estate, elder law, and Medicaid planning. Joe prides himself on his ability to build long-term, trusting relationships with clients, and enjoys assisting them with their short and long-term legal needs. Joe and his law firm, Joseph A. Downing Co., L.P.A., are of counsel with our firm. Practice areas include: Estate Planning, Probate and Trust Administration, Business Law, Real Estate

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Christen M. Shore

Of Counsel

As a former adjunct professor at Capital University Law School, Christen has been practicing intellectual property law for over 20 years. She has represented multi-national corporations, universities, small business, and individuals in the protection of their intellectual property – including patents, trademarks, copyrights, and trade secrets. Christen and her law firm, Christen M. Shore Co., L.P.A., are of counsel with our firm. Practice area include: Intellectual Property

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Ian A. Heyman

Of Counsel

Ian Heyman has over 23 years of legal experience counseling clients on all aspects of business matters, including acquisitions and transfers, corporate governance and structures, taxation including state and federal tax audits, commercial and residential real estate, wealth management, professional and business licensing, internal and government investigations, government relations, risk management, strategic structuring and commercial finance. Mr. Heyman represents businesses and individuals across many industries by creating innovative solutions, while always planning two steps ahead.

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Kathleen A. Hanley

Retired

Kathi is retired and living in Tucson, Arizona. She serves as a valuable advisor to the firm, and assists with continuity of service to her longtime clients that continue to entrust their legal needs to us.

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Contact Our Ohio Estate Planning Lawyers for Advice Today

Whether you need to prepare for the future or you’ve recently lost a loved one, our estate planning lawyers are here to help. With over two decades of experience and a well-earned reputation for accessibility and results, Arenstein & Andersen Co., LPA knows what it takes to execute the best plan for you and your family. We want you to be fully aware of your options, and our experience can make the legal process as painless as possible. By knowing what you can and cannot do, you can decide how to put your wishes into writing. If you need to manage an estate in Ohio or navigate the probate process, we will guide you through every step with compassion and our full attention.

Our estate planning lawyers in Dublin, OH and Tipp City, OH have the comprehensive knowledge you need and the level of care you expect from someone handling what it took you a lifetime to build. At Arenstein & Andersen Co., LPA, let us bring you peace of mind at a reasonable cost.

To discuss how we can help you and your family, contact us online or call (614) 602-6550 to schedule a consultation.