Estate Planning
The purpose of estate planning is to make sure that your legacy reflects what’s most important to you. A well-crafted estate plan provides peace of mind, knowing that your loved ones are cared for, and your wishes are honored. At Ethos, we are committed to making this process straightforward, thoughtful, and tailored to your unique family needs.
Why Estate Planning Matters
Estate planning isn’t just for the wealthy; it’s essential for anyone who wants to guarantee their assets are protected, their family’s future is secure, and their legacy is honored. With a comprehensive estate plan, you can:
Protect Your Assets: Safeguard the wealth you’ve worked hard to build and ensure it’s transferred according to your wishes.
Support Loved Ones: Outline how you’d like your assets to be managed or distributed, making the process easier for your family during difficult times.
Minimize Taxes and Costs: Proper planning can reduce estate taxes and avoid unnecessary probate expenses, preserving more of your wealth for those you care about.
Create a Lasting Legacy: Beyond assets, your plan reflects your values, allowing you to support causes you’re passionate about or leave a meaningful gift to future generations.
Our Approach to Estate Planning
We believe estate planning should be a seamless, personalized experience that reflects your unique goals. Our process begins by understanding what’s most important to you, including your family dynamics, financial goals, and any charitable wishes. From there, we work with you to design a plan that’s easy to understand, flexible enough to adapt to life’s changes, and comprehensive enough to cover all aspects of your legacy.
Estate Taxes in Ohio
While federal estate taxes apply to estates exceeding a certain value, Ohio no longer has its own estate tax. This means that for most Ohio residents, only federal estate tax considerations are necessary. However, it’s still essential to have a tax-efficient strategy, as there are other tax factors to consider, such as tax on certain inherited assets. We help you navigate these complexities to make sure your plan is as efficient as possible, preserving more of your wealth for your heirs.
How We Simplify the Estate Planning Process
We understand that estate planning can seem overwhelming, which is why we aim to make the process as straightforward as possible. Our team collaborates with Trust & Will, a trusted partner offering streamlined online estate planning tools, making it easy for you to draft key documents such as wills and trusts for a fraction of the typical costs. For more complex needs, we also partner with local attorneys who bring in-depth legal expertise, ensuring every aspect of your plan is covered.
Whether you’re looking to establish a simple will or a comprehensive estate plan with trusts and tax strategies, we guide you every step of the way. By combining our expertise, advanced tools, and reliable partnerships, we make sure your estate planning process is both efficient and aligned with your wishes.
Build your legacy with confidence
