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We are here to listen, learn & help

FREE 30 minute Telephone/Virtual Consultation

Providing The Advice & Guidance You & Your
Family Need To Make Informed Decisions

Providing The Advice & Guidance You & Your Family Need To Make Informed Decisions

Reviewing estate tax considerations

As people in Ohio become more deeply engaged in the estate planning process, they quickly realize that one of its primary goals is to help preserve assets for their beneficiaries. However, many likely assume that there are some estate-related expenses that one cannot...

Who should you appoint as a guardian?

Once you have children, you should develop a plan for their care after your death. The first step in doing so is deciding who you should name as a guardian. Part of your estate plan should include a will. This document serves many functions, including naming a...

Who should be your health care agent?

It can be easy to take your excellent health for granted. After all, even if you have never been seriously ill during your life, your luck eventually may run out. If an illness or injury makes it impossible for you to make your own health care decisions, you probably...

Does your estate plan protect you?

You create an estate plan to disseminate your items after your death. While this is true, a comprehensive plan should also include provisions that protect you when you need it. During a planning session, you should consider provisions that come into play when you do...