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  • Estate Planning and Services

  • Financial, Legal, and Insurance Services

    Legal advice and estate planning needs


AlerStallings is an estate planning and elder care law firm specializing in providing estate planning services tailored to the needs of Ohio families.


Estate Planning Experts Warn a Will is Not Enough You May Need a Trust.

Revocable Trust

A revocable trust distributes and protects your assets.

What It Does

  • Avoids probate and proceedings to appoint a conservator or guardian should you become disabled
  • Accommodates delayed distributions
  • Allows for change or cancellation of trust provisions during your lifetime
  • It becomes irrevocable upon your death and directs how property should be distributed

What It Doesn’t Do

  • It doesn’t protect your assets from long-term care cost
  • It doesn’t offer any tax advantages
  • Won’t lower administrative cost

*For blended families and families with a large number of accounts and titled assets*

 

Asset Protection Trust

As the name suggests, asset protection trust keeps the assets they contain, like your home and investments, protected if you need nursing home care.

What It Does

  • Sheild you from long-term care cost
  • Avoid probate
  • Ensure one spouse won’t lose the family home to pay for the other’s long-term care cost
  • Protect your heirs from getting bumped into a higher income tax bracket

What It Doesn’t Do

  • It cannot be revoked
  • It won’t provide immediate protection, as assets must be in the trust for at least 5 years to be protected

*For anyone nearing or in retirement, usually with > $2 million in net worth*

Testimonials

“There was none of the arrogance you get with a lot of law firms, It was just a great experience.”

— Hal, West Liberty OH

“During a very trying time they walked me and my family through a very overwhelming situation with great direction and help. Everyone I made contact with was fabulous!! Highly recommended!”

— Cheryl, Bellefontaine OH

“The Elder Law attorneys at AlerStallings made a scary process easy to understand. Our wishes were respected throughout the entire process.”

— Robert and Deborah, Tiffin OH

“We would challenge anyone to find a more comprehensive firm in the practice of Elder Law.”

Emerson and Joanne, Middlesburg Heights OH

“With AlerStallings you’re getting top-notch attorneys that are there for your family’s best interest, not theirs.”

Don, Piqua OH

AlerStallings

(614) 654-5860 Website 6025 Frantz Rd.
Dublin, OH 43017