Estate Planning

What is Estate Planning first?

Estate planning is the process of determining optimum methods for preserving, managing and distributing your assets during life and after death, including providing for gifts and bequests to your heirs and minimizing of estate taxes. The process includes planning for management of your assets should you become incapacitated. OH Enterprises comprehensive estate planning services

The Keys to Estate Planning

Beyond the fundamental step of creating a will, estate planning can involve a number of key aspects, ranging from establishing trusts and creating a powers of attorney, to planning to reduce your taxable estate, including through charitable gifting. OH Enterprises can facilitate the integration of your estate plan—including elements such as those mentioned in the preceding section—with your wealth management goals and coordinate the preparation of legal documents by your outside estate attorney.

Are You Looking to Create or Update Your Estate Plan?

Contact us today and we'll get you connected with one of our OH Enterprises who can help you build your personal Estate Plan!