Oxford, Ohio Estate Planning Services

Estate Planning Attorneys Serving Southwest Ohio Including Butler County, Preble County and Hamilton County

Bolin & Troy, LLC provides our clients with a full range of estate planning services, customized to help you and your family meet your financial goals while minimizing estate and wealth transfer taxes. From our offices in Oxford and Harrison, we work with clients throughout southwest Ohio, including the Cincinnati area, and frequently assist Miami University faculty and staff.

The estate planning attorneys at Bolin & Troy have been members of the Oxford community for decades, and take a holistic approach to your estate plan. We evaluate business concerns, real estate, wealth transfer, and tax implications as we customize an estate plan that is uniquely tailored to your specific needs.

Attorneys Rob Bolin, an OSBA Certified Specialist in Estate Planning, Trust and Probate Law, and Matt Troy offer estate planning services that include:

  • Wills
  • Trusts of all types
  • Living Wills
  • Healthcare Powers of Attorney and Advance Directives
  • Durable Powers of Attorney
  • Charitable Planned Giving

Basic Estate Planning Services

A basic estate plan typically includes a Last Will and Testament and Power of Attorney, as well as a Healthcare Power of Attorney, Living Will, and Advance Directives. Together, these documents ensure that your wishes will be carried out if you lack the capacity to handle your business and legal affairs yourself, as the end of your life draws near, and after your life has ended. They form the basis of the legacy you pass on for generations to come.

A Will describes how your assets will be distributed at death, and also names the executor of your estate and a guardian for any minor children.

A Power of Attorney and Healthcare Power of Attorney let another person, your agent, manage your business, financial, and healthcare decisions if you become unable to do so.

A Living Will and Advance Directives spell out your wishes regarding end-of-life decisions, extraordinary life-saving measures, and medical treatment you do or do not wish to receive. These documents give you control over decisions made at the end of your lifetime.

Complex Estate Planning

In addition to a basic estate plan, the attorneys at Bolin & Troy offer additional estate planning tools for larger and more complex estates, or for unique situations. Our lawyers prepare all manner of trust documents and assist our clients with their charitable giving goals.

Depending on your situation and goals, a trust can be a beneficial estate planning tool. A trust may be used to avoid probate, minimize potential estate taxes, and manage trust assets during the lifetime of the grantor.

The lawyers at Bolin & Troy also can help you use planned giving strategies to meet your estate planning needs in the most effective way possible.

Choose a Certified Specialist for Your Ohio Estate Planning Needs

Bolin & Troy is proud to offer the highest caliber estate planning at a reasonable cost, led by Rob Bolin, who is an Ohio State Bar Association Certified Specialist in Estate Planning, Trust and Probate Law. The certification process requires:

  • A demonstrated substantial and continuing involvement in the field, meaning that he devotes at least 25% of his practice to the areas of estate planning, trusts and probate law
  • Five professional references attesting to his competency in these areas of law
  • A minimum of 36 hours of intermediate or advanced continuing legal education credits in these areas of law during the past three years
  • Passing a written examination
  • Proving financial responsibility by maintaining minimum professional liability insurance coverage
  • Remaining in good standing with the Supreme Court of Ohio

In short, becoming a Certified Specialist in Estate Planning demonstrates an attorney's dedication to the well-being of his clients — and to ensuring that they receive advice from a lawyer who has significant experience and expertise in this field of law. Certified attorneys are also the only attorneys in Ohio permitted to represent themselves as Specialists, setting them apart as attorneys with the highest commitment to excellence.

For assistance with your estate planning needs, contact the Oxford, Ohio estate planning lawyers at Bolin & Troy today. Call (513) 523-6369, email info@bolintroy.com, or complete our online contact form.