Bale & Associates Ltd.

Bale & Associates Ltd. Bale and Associates, Ltd. ("B&A") is a small law firm focused on delivering superior legal services. We seek to exceed clients' expectations.

We deliver most of our services in the areas of Asset Protection, Business Planning and Transactions, Litigation, Probate Administration, and Estate Planning/Wealth Management. However, this work often takes us into other sub-specialties of the law such as commercial and residential real estate because they are integrally related to our practice areas. We have over 35 years experience practicing l

aw dealing with business, wealth management, risk management, estate succession and litigation. Experience is invaluable with legal issues. Let us help answer your questions as quickly and efficiently as possible.

If you started a business with a partner, when was the last time you looked at your Operating Agreement? As businesses g...
05/25/2026

If you started a business with a partner, when was the last time you looked at your Operating Agreement? As businesses grow and change, these governing documents often need updates to reflect new roles or exit strategies. The Law Office of David Bale provides the guidance needed to keep your business records current.
Update your business documents with a consultation.

In today's world, estate planning includes your digital footprint. From social media accounts to cryptocurrency and digi...
05/21/2026

In today's world, estate planning includes your digital footprint. From social media accounts to cryptocurrency and digital photo albums, ensure you have a plan for who manages your online presence. The Law Office of David Bale helps you incorporate digital assets into your comprehensive estate plan.
Protect your digital world for the next generation.

Spring isn’t just for your home—it’s the perfect time to audit your legal documents. Check your beneficiary designations...
05/19/2026

Spring isn’t just for your home—it’s the perfect time to audit your legal documents. Check your beneficiary designations on life insurance and retirement accounts to ensure they align with your current wishes. The Law Office of David Bale recommends a quick review every year to catch any outdated information.
Schedule your document review session today.

Just as we prepare for spring storms, you should prepare your assets for life’s "rainy days." Proper asset protection is...
04/30/2026

Just as we prepare for spring storms, you should prepare your assets for life’s "rainy days." Proper asset protection isn't about hiding wealth—it’s about using legal tools like LLCs and Trusts to shield your family’s future from lawsuits and creditors. The Law Office of David Bale helps you build a "legal umbrella" that keeps your financial future dry and secure.

Reach out to learn more about proactive asset protection strategies.

When a person passes away without a Will in Ohio, the state’s "intestacy" laws decide who gets what. This often leads to...
04/27/2026

When a person passes away without a Will in Ohio, the state’s "intestacy" laws decide who gets what. This often leads to family confusion, higher court costs, and delays. Proper administration planning now can save your family months of stress in the future. The Law Office of David Bale provides the guidance needed to simplify estate administration and honor your family's wishes.

Take control of your legacy so the state doesn't have to.

April is a popular time for graduations and young adults heading into the world. Once a child turns 18, parents no longe...
04/24/2026

April is a popular time for graduations and young adults heading into the world. Once a child turns 18, parents no longer have automatic legal access to their medical or financial information. Having your college-aged student sign a basic Power of Attorney and Healthcare Directive is a smart, proactive move for any family. The Law Office of David Bale assists families in protecting their loved ones at every stage of life.

Learn which documents your adult children need for their protection.

Happy Earth Day! As we move toward a more paperless world, have you considered your "digital estate"? This includes ever...
04/23/2026

Happy Earth Day! As we move toward a more paperless world, have you considered your "digital estate"? This includes everything from cryptocurrency and online business accounts to sentimental photos stored in the cloud. Without a plan, these digital assets can be lost forever. The Law Office of David Bale helps you incorporate digital assets into your modern estate plan for total protection.

Start protecting your digital footprint along with your physical assets.

It’s easy to forget, but the names listed on your life insurance and retirement accounts often override what is in your ...
04/19/2026

It’s easy to forget, but the names listed on your life insurance and retirement accounts often override what is in your Will. If you’ve had a birth, marriage, or divorce recently, an outdated beneficiary designation could send your assets to the wrong person. The Law Office of David Bale helps you conduct a total "beneficiary audit" to ensure your hard-earned wealth goes exactly where you intend.

Ensure your designations align with your legacy goals today.

Tax Day is a major milestone for business owners too. For C-Corps and many small businesses in Ohio, April 15th is the d...
04/14/2026

Tax Day is a major milestone for business owners too. For C-Corps and many small businesses in Ohio, April 15th is the deadline for federal returns and first-quarter estimated payments. Beyond the numbers, it’s a great time to ensure your business entity is in good standing and your record-keeping is legally sound. The Law Office of David Bale supports business owners in staying organized and compliant year-round.

Let’s ensure your business legal structure is supporting your growth.

Spring is here, and while you’re cleaning out the garage, don’t forget to "dust off" your legal documents! Life moves fa...
04/10/2026

Spring is here, and while you’re cleaning out the garage, don’t forget to "dust off" your legal documents! Life moves fast—if it’s been more than three years since you last reviewed your Will or Trust, it may no longer reflect your current assets or family situation. The Law Office of David Bale helps you clear the legal clutter to ensure your plan is as organized as your home.

Schedule a spring review to keep your estate plan in top shape.

Address

Westerville, OH

Opening Hours

Monday 9:30am - 4:30pm
Tuesday 9:30am - 4:30pm
Wednesday 9:30am - 4:30pm
Thursday 9:30am - 4:30pm
Friday 9:30am - 4:30pm

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