Royal Oak Financial Group | Lancaster Office

Estate Planning Services in Lancaster, OH

Protect your wealth and your loved ones by establishing a plan for your assets.

The importance of creating and adhering to a long-term financial plan cannot be understated. For that, Lancaster residents turn to Royal Oak Financial Group who lends its expertise on the economic and legal aspects of estate planning. With the right plan, our clients are able to protect themselves and their loved ones. Regardless of retirement needs or financial situation, we can help you secure your future.

Why Hire Estate Planning Financial Advisors?

Contrary to popular belief, estate planning is beneficial to everyone. If you expect to leave any valuable items, investments, or savings to your heirs, no matter the size, you need to have an estate plan.

How Royal Oak Can Ease Your Estate Planning Process

Our clients come to us seeking help with living trusts, asset protection, wealth management, and more. Royal Oak Financial Group will make you aware of any important steps or factors to consider during these processes to ensure you’re making the most informed decisions. Working with a trusted advisor also guarantees your estate planning documents are prepared correctly.

As we age, it is crucial to consider long-term healthcare needs that may arise, like disability assistance, nursing home care, and other special needs. Our elder law and financial estate planning experts can help you set those designations.

Here are just a few of the steps we can assist you with:

  • Inventorying your assets
  • Fulfilling your loved one’s needs by creating a will and naming beneficiaries
  • Assigning a power of attorney, if necessary
  • Establishing a living will or trust
  • Navigating estate tax laws to keep liability at a minimum
  • Assigning caretakers of minor children
  • Ongoing reassessment

Just as life changes, so should your estate plan. The financial planners at Royal Oak Financial Group will work with you periodically to reassess your needs and ensure your estate plan is working for you and your family members, not against you. Let us give you peace of mind that everything is taken care of when it matters most.

To make planning for you and your family’s financial future simple, contact our team of estate planning financial advisors today.