Legacy & Estate Planning

Planning for the Future Doesn’t Have to Be Overwhelming.

Estate planning is about more than documents—it’s about making sure your wishes are honored, your family is cared for, and your hard-earned assets are protected. At Mulhall Zion LLC, we guide individuals and families across Ohio and Maryland through the process with plain language, personal attention, and practical solutions.


Whether you’re creating a plan for the first time, updating an outdated will, or navigating complex family or business situations, we’ll make sure you have the right tools in place for today and tomorrow.

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Helping You Protect What Matters Most—Without the Legal Maze.

Our Core Legacy Planning Services

Our legacy planning services are tailored to your life, your family, and your goals:


  • Wills – Ensure your property and assets are distributed according to your wishes.
  • Trusts – Manage how and when your assets are passed on, with options for tax efficiency and asset protection.
  • Powers of Attorney – Appoint someone you trust to make financial or legal decisions if you can’t.
  • Healthcare Directives – Clearly outline your medical wishes to avoid uncertainty during critical times.
  • Business Succession Planning – Smoothly transition ownership and operations when the time comes.
  • Estate Plan Reviews & Updates – Keep your plan current as laws and life circumstances change.

Planning Built Around Real-Life Decisions

If you’re wondering whether estate planning is for you, ask yourself:


  • Do you have young children and want to make sure they’re cared for if something happens to you?
  • Are you a business owner who needs a clear plan for who will take over when you step away?
  • Are you retired or approaching retirement and want to simplify your affairs for your family?
  • Do you have a blended family or complex property arrangements that could create future disputes?
  • Have you recently moved to Ohio or Maryland and aren’t sure if your current documents meet state requirements?


If you answered “yes” to any of these, now is the right time to start the conversation.

Clarity for Every Decision That Shapes Your Legacy.

  • Do I need a trust, or will a will be enough?

    It depends on your goals. A trust can help avoid probate and give you more control over how assets are distributed. A will is simpler but may still require probate. We’ll help you decide what’s best for your situation.

  • What’s the difference between a healthcare power of attorney and a living will?

    A healthcare power of attorney names someone to make medical decisions for you if you can’t. A living will states your wishes about life-sustaining treatment in specific situations.

  • How often should I update my estate plan?

    Any time you experience a major life change—marriage, divorce, birth or adoption of a child, significant financial changes, or moving to a new state—it’s time for a review.

  • Can I make changes later if I change my mind?

    Yes. Estate plans are meant to be flexible. You can amend or replace documents as your circumstances and preferences change.

  • What happens if I don’t have any of these documents?

    Ohio law will decide who inherits your assets and who can make decisions for you. That may not align with your wishes and can create stress for your loved ones.

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