Nancy practices in the areas of estate planning, trust administration, probate administration, taxation, and small business formation.

She graduated from Northern Kentucky University (B.A. 1992) and Salmon P. Chase College of Law (J.D. 1995). Nancy was admitted to the Ohio Bar in 1995. She is a member of the Ohio State Bar Association and the Cincinnati Bar Association.

Prior to becoming an attorney, Nancy was a computer programmer. Nancy is a mother of three young children and frequently speaks to parents’ groups on the importance of estate planning.
Nancy J. Burns  
 

Without an Estate Plan:

  • State laws may decide who gets your property and in what amounts.
  • A Judge will decide who will care for your minor children.
  • Your estate may end up in Probate Court, making your assets and family information a matter of public record that is accessible through the internet.
  • You may miss an opportunity to reduce or eliminate estate taxes, which are imposed under current law at a maximum rate of approximately 45% by the IRS and 7% by the state of Ohio.
 
8 Documents you need to preserve your wealth and provide for your family in the event of your death or disability:
  • Will
  • Trust
  • Durable General Power of Attorney
  • Living Will
  • Power of Attorney for Healthcare
  • Information Release
  • Beneficiary Designation Form
  • Complete Asset Test
Nancy J. Burns
SMRS, Carew Tower
441 Vine Street, Suite 2900
Cincinnati, Oh 45202-3090

Telephone: 513.579.1414
Facsimile: 513.579.1418
E-mail: nburns@smrslaw.com

Notice: You should consult an estate planning attorney for an explanation of how the estate documents work and how they may be useful in you situation. The concepts discussed here are general in nature and are not intended as legal advice for a specific person.
Nancy J. Burns | SMRS, Carew Tower | 441 Vine Street, Suite 2900 | Cincinnati, Oh 45202-3090 | 513.579.1414

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