Asset Transfer & Estate Planning
Part of the ARMOR UP Retirement Framework
ARMOR UP™
Asset Transfer & Estate Planning in Central and Columbus, Ohio – Is Your Estate Plan Ready?
Many families in Central and Columbus, Ohio believe that updating their will is enough to protect their legacy—and their loved ones—over the long haul. But true estate planning services go far beyond a simple will. A full estate plan review ensures that every part of your plan works together to:
Protect your healthcare wishes with a living will and HIPAA authorizations
Let loved ones manage finances with durable power of attorney.
Minimize taxes and probate delays with trusts when appropriate
Coordinate estate and retirement goals with ARMOR UP™
At Ross Wealth Advisors, our service is designed to give you total confidence that your wishes will be respected—and that your assets and family receive the support they need, no matter what comes your way. If you’re not scoring yourself an 8, 9, or 10 on your current estate plan review, now is the time to dig deeper.
How to Rate Your Estate Plan in Central and Columbus, Ohio
Evaluating your plan helps identify gaps before it’s too late. On a scale of 1 to 10, rate your confidence that your estate is fully protected. If you score below an 8, you likely have gaps that should be addressed now to save your family time, money, and stress later.
Asset Transfer Accuracy
Your assets will pass exactly as you intend, without surprises or disputes (Estate Plan Review).
Decision-Making Authority
Durable Power of Attorney and HIPAA forms let loved ones act if you're incapacitated.
Tax Efficiency
Your plan minimizes estate taxes and maximizes benefits for heirs (Will and Trust Planning).
Healthcare Directives
Your medical wishes are clearly documented and enforceable (Living Will & Healthcare Proxy).
Please rate your level of concern, then schedule a complimentary evaluation of your current plan,
833-DON-ROSS
A rank of 1 indicates you have a major concern. An 8, 9 or 10 means you have no concern.
Asset Transfer Estate Plan
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- We or I know our assets will transfer according to our wishes when we’re gone.
- We have a will and/or trust(s) in place and it’s been updated within the last 3 years and it is properly funded.
- Our estate plan is coordinated with our retirement plan to maximize benefits and lower taxes.
Schedule A Complimentary Visit
Retirement planning can be complex — Ross Wealth Advisors simplifies it with personalized, independent guidance. Schedule your complimentary visit today and take the first step toward an abundant retirement.
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