Montgomery Estate Planning Attorney

Montgomery Estate Planning Lawyer

No matter your age, having a legally valid estate plan is key to protecting your legal rights. An experienced Montgomery estate planning attorney can listen to the full details of your financial and familial situation and help draft an estate plan based on your unique needs.

Hire an Estate Planning Attorney From Hoberg Law, LLC

As an attorney passionate about community involvement, Scott Hoberg of Hoberg Law, LLC, knows how difficult it can be to understand Ohio’s complex estate laws. Our firm’s main areas of focus are estate planning and family law. Since 2011, our goal has been to help our neighbors understand their legal rights and decide on a custom legal strategy to assist them during confusing and difficult times.

Ohio Estate Planning Laws

When people think of an estate plan, they generally think about a will. However, a fully formed estate plan usually includes multiple legal documents, working together to outline your various wishes regarding your assets and healthcare.

To protect your current and future legal rights as an Ohio resident, it’s essential to hire an estate planning attorney who can help you build a legally compliant estate plan. They can create a custom plan that benefits your specific life. This may include drafting a:

Will

In 2024, the average age of residents in Montgomery was 43.3 years old. Residents of this age are typically settled in life, often owning homes and extensive assets. A will outlines how you wish your estate to be handled after you pass away.

In Ohio, after a person passes away, their estate goes through probate. This court-overseen process can be extensive, especially without a legally valid will. For residents of Montgomery, probate is typically handled by the Montgomery County Probate Court, located at 41 North Perry Street in Dayton.

In your will, you can name a personal representative to handle probate. They’ll be in charge of:

1. Collecting your assets. In 2024, the average household income for Montgomery residents was $150,995. The average home value was $545,100. These high-value assets require careful handling so that your wishes are respected after you pass away.
2. Using those assets to pay off any remaining taxes or debts
3. Distributing the remaining assets to the beneficiaries named in your will

Healthcare Power of Attorney

Another vital legal document included in an individual’s estate plan is naming a healthcare power of attorney. This allows a trusted person to act on your behalf if you are unable to communicate or speak for yourself, such as being in a coma. They’ll be in charge of making sure your healthcare wishes are respected, or making decisions on your behalf if your wishes are unknown.

You can outline your healthcare wishes in a living will. This document can explain how you want your medical treatment to be conducted if you cannot communicate your healthcare wishes.

Choose a Trusted a Montgomery Estate Planning Attorney to Help Plan Your Estate

Don’t wait to start planning your estate. Contact Hoberg Law, LLC, today to schedule a confidential consultation with Scott Hoberg. Our mission is to give you the confidence you need in life, knowing your assets and loved ones are protected.