Estate Planning in Ohio

You have spent years building something. Estate planning makes sure you and the people you love are protected, and when you are no longer around to protect them, they are still protected.

We help Ohio business owners put a real plan in place for what happens to their business, their assets, and their family if something unexpected happens.

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25+ Years in Business Law | Hundreds of Ohio Clients | $300M+ in Client Growth | Startup to Successful Exit

Most business owners put-off estate planning. That is one of the most expensive mistakes a business owner can make.

  • Estate planning is something you do throughout your career. It is a yearly exercise that takes one hour to manage, and delivers a lifetime of benefits.

  • A good estate plan provides for what happens to the business if you die unexpectedly or become unable to run it. That lack of a plan can tear apart everything you built and leave your family in a very difficult position.

  • Or you have a generic Will you put together years ago that was never designed with your business in mind, and does not actually cover what you need it to cover.

None of that has to be your story.

An estate plan built for a business owner is not complicated, but it does need to be done right.

Whether it’s corporate alternatives to probate or traditional estate drafting, Ian custom-builds your structure so it fits you like a glove. 

What a Business Owner's Estate Plan Actually Covers

  • Wills and Trusts

    A Will distributes your asset when you die. A trust lets you control the assets after you die. The right structure depends on your situation, and Ian works with you to figure out which combination works best for your situation.

  • Business Succession Planning

     What happens to your business if you are gone? Who takes over? How is it valued? How does your family get their share? Ian helps you answer these questions before they become a crisis.

  • Powers of Attorney

    If you become unable to make decisions, someone needs the legal authority to step in and handle your business and your personal affairs. Ian makes sure the right people have that authority documented correctly.

  • Beneficiary and Asset Planning

    We make sure your heirs receive your property without unnecessary taxes, delays, or legal battles. Ian helps you map out what you have and makes sure it goes where you actually want it to go. 

Ian Heyman has been a trusted legal advisor to Ohio entrepreneurs for more than 25 years.

WHAT IT LOOKS LIKE:

A real estate company came to us with a solid idea and early momentum.

Over the course of ten years Ian helped them build a team of 30, navigate HR situations, set up affiliate deals, and grow to over ten million dollars in annual revenue.

When the owner was ready to step back, she had everything she needed to take the next step because of the structure Ian built. 

That is what growing the right way looks like.

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QUESTIONS PEOPLE ASK BEFORE THEY CALL

  • A basic Will is a starting point but it is usually not enough for a business owner. It does not cover what happens to your business, who has authority to make decisions if you are incapacitated, or how your assets transfer without going through probate. Ian will look at what you have and tell you what gaps need to be filled.

  • Without a plan in place, the law decides what happens to your business and your personal assets. That process can be slow, expensive, and very hard on your family. A proper estate plan gives you control over those decisions instead of leaving them to a court.

  • A succession plan spells out what happens to your business when you are no longer running it, whether that is because of death, disability, or retirement. If you have partners, employees, or family members involved in the business, you must have a comprehensive plan to protect everyone. Ian helps business owners build succession plans that actually work.

  • A succession plan spells out what happens to your business when you are no longer running it, whether that is because of death, disability, or retirement. If you have partners, employees, or family members involved in the business, you need one. Ian helps Ohio business owners build succession plans that actually work.

  • It depends on the complexity of your situation, but most business-owner estate plans come together in a few weeks. Ian makes the process straightforward and explains everything in plain language, so you are never confused about what you are signing or why it matters.

  • Can I talk to Ian directly about my situation before committing to anything?

    Yes. Fill out the form below, and our team will reach out to schedule a call with Ian. No pressure. No Stress. Just a simple conversation about where you are and what you need.

WHAT CHANGES WHEN YOU PARTNER WITH THE LAW OFFICE OF IAN HEYMAN?

When your estate plan is done correctly, you stop carrying the weight of not knowing what will happen, because Ian custom-builds your plan so you have piece of mind forever. 

  • Your family knows exactly what to do if something happens to you

  • Your business has a clear path forward no matter what

  • Your assets go where you actually want them to go

When you work with Ian, you are confident, and don’t have to worry anymore. 

  • Everything is documented and legally sound

  • The people you trust have the authority they need

  • You have an Ohio attorney who knows your full picture and can update your plan as your life and business change