Probate And Estate Planning Services

Estate Planning — Helping You Plan Ahead

At Gerner & Kearns Co., L.P.A., our estate planning clients include individuals whose income and assets range from low income to wealthy and are at all different ages and stages of life. Our estate planning services range from basic, simple wills to complex, involved trusts. Regardless of wealth or life situation, every adult needs these four essential documents. Gerner & Kearns can equip you with these four essential documents every adult needs regardless of wealth or life situation.

  • Last will and testament
  • General durable power of attorney
  • Living will
  • Health care power of attorney

More complex estate planning may be necessary based on the objectives, needs and life situation of the client such as high net worth individuals, business owners, second marriages, long-term care planning, special needs beneficiaries or spendthrift concerns. Gerner & Kearns is experienced in all of the following techniques and prepared to handle any level of complexity that may accompany estate planning.

  • Revocable and irrevocable trusts
  • Strategic predeath gifting
  • Holding title to real estate in a joint survivorship tenancy or a tenancy by the entirety
  • Transfer on death beneficiary designations
  • Buy-sell agreements
  • Prenuptial agreements
  • Life insurance beneficiary designations

It is very important that all estate planning be comprehensive in nature and that it be reviewed and updated regularly (at least annually or when any life changing event occurs).

Probate — Helping You Pick Up The Pieces

Probate legal services are necessary when a life or death event or situation occurs that is required by law to be approved by and overseen through the local probate court. Examples of proceedings that involve probate court include decedent estates, certain types of trusts and guardianships for minors or for the physically or mentally incompetent.

At Gerner & Kearns Co., L.P.A., our probate clients include executors, administrators, trustees and guardians. The estates, trusts and guardianships that we probate and administer range from the simple to complex and from insolvency to multimillion dollars in assets.

Navigating through and complying with all of the legal requirements, rules and deadlines of the law and of the probate court can be complicated and detailed, and our role is to ensure that all legal requirements, rules and deadlines are met and complied with on behalf of our client. We handle all aspects of the probating of estates, trusts and guardianships through the probate court.

Find out more about how we can help you with your estate planning and probate needs by calling our lawyers at 513-241-7722 or contacting us online. With offices in Florence, Newport, Cincinnati and Lawrenceburg, we serve clients throughout Ohio, Kentucky, Indiana and Michigan.