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 estate taxes. The process includes planning forthe 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!