Practice Areas
Legacy Estate Planning Services with a Compassionate Cleveland Attorney
Legacy Planning That Reflects Your Values
Leave a legacy you’re proud of. At the Law Office of K.E. Whisenant, supporting you through this process — all of you — is our top priority.
Legacy Planning Services Offered By The Law Office Of K. E. Whisenant
Will Creation and Administration
Draft a plan for your final wishes and make it easy for your loved ones to take action when it’s time. With our will creation and administration services, we’ll assist with arrangements for your financial assets.
Trusts Creation and Administration
Ensure your loved ones are taken care of. I’m here to support you through trust creation and administration, helping you build the infrastructure that’s best for the legacy you want to establish.
Probate Administration
Handling a loved one’s estate is overwhelming, to say the least. Our compassionate team is dedicated to making probate administration easier, whether you need to get assets appraised or assistance settling debts.
Asset Protection Planning
The story of your legacy doesn’t begin when it’s time to administer your plan. It starts now, as you work toward building the wealth you want to leave behind. Our asset protection planning services will help you keep your finances and other valuables safe and sound.
Charitable Planning
Give back to the causes you care the most about. Create an infrastructure that suorts the causes most dear to you for many years to come.
Estate Planning for Young Adults
It’s never too soon to start building your legacy. Our estate planning for young adults program is designed for 18-26 year-olds who are ready to start this journey early.
Understanding Legacy Planning vs. Estate Planning
While both estate and legacy planning focus on the distribution of your financial assets, legacy planning takes a more comprehensive approach. With legacy planning, the goal is to make sure whatever you leave behind is a true reflection of your values – not just what happens to your stuff. In addition to documents covered in estate planning, legacy planning also includes:
- Creation of a will that includes documentation of your history and values
- Leaving gifts to charities or creating educational funds such as scholarships
- Instructions on how you want funds to be used, or programs or businesses to be run
Meet Kori Whisenant
As an attorney, mom, and a member of the sandwich generation, I know that legacy planning impacts every generation. Whether you’re making arrangements for older adult parents or drafting a will of your own with a plan to take care of your children, having the right guide is important at every planning stage. I’m committed to making this process as easy as possible.
Before entering the world of estate planning, I earned a Bachelor’s in Psychology. I’m proud to bring my unique perspective to helping my clients, because thoughtful legacy planning requires looking at the whole person. If you trust me to support you on this journey, I promise to make sure you feel seen and heard the whole way.
FAQs About Legacy Planning in Ohio
What is the difference between estate planning and legacy planning?
Is legacy planning just for older adults?
How does a legacy plan work?
- Last Will and Testament
- Advance Healthcare Directives
- Financial Power of Attorney
Which professionals are involved in legacy planning?
Are there requirements for legacy planning in Ohio?
Legacy planning in Ohio isn’t that different from the process in other states, with a few nuances. If you wish to create a trust, it will need to be in accordance with state law under the Ohio Trust Act. If a will is not in place at the time of a person’s passing, your estate will be distributed according to Ohio’s statute of descent and distribution
Start Your Legacy Planning Journey with the Law Office of K.E. Whisenant
Here to help you feel seen and heard from start to finish.