Securing Your Legacy

When you retain Lee Ohlmann Law for estate planning services, our attorneys begin by developing a comprehensive understanding of your assets, family circumstances, and long-term objectives. We conduct a thorough review of your current financial situation, including real estate holdings, investments, business interests, and personal property. Drawing on our extensive experience in estate planning, we develop a tailored strategy that aligns with your specific goals for wealth preservation and distribution.

Our attorneys handle every aspect of your estate plan, serving as your dedicated counsel throughout the process. We draft essential documents including wills, trusts, powers of attorney, and healthcare directives. We also structure your plan to minimize potential tax implications and protect your assets for future generations. When beneficial to your planning, we coordinate with financial advisors, accountants, and other professionals to ensure a cohesive strategy that addresses all aspects of your estate. Whether you need to establish a basic will or require sophisticated trust arrangements, we ensure your estate plan reflects your wishes while providing maximum benefit to your beneficiaries.

Throughout the planning process, we maintain clear communication, ensuring you understand all available options and the implications of various planning decisions. Our primary focus is to create a robust estate plan that provides you peace of mind while protecting your legacy for future generations. We also emphasize the importance of regular review and updates to your estate plan as your circumstances change, ensuring your documents remain current and effective.