Practice Areas
ESTATE PLANNING & ADMINISTRATION
Protect your legacy
When protecting your family’s hard-earned assets, failing to plan is planning to fail.
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Planning makes perfect
While many of us work to build comfortable lives for ourselves and our families, only 34% of Americans have an estate plan. In response, we simplify the estate planning process by providing astute estate planning services aimed at securing the best outcome for you and your loved ones. We meticulously assess your financial assets to ensure that the trust, estate, and probate plan we establish and oversee offers you and your family the full spectrum of legal, tax, and asset protection benefits. Providing strategic guidance rooted in sound legal judgment, we help you make informed decisions that ensure effective wealth management that meets your short and long-term goals.
In addition, our extensive experience in business succession planning empowers you to meticulously prepare for the seamless transition of your businesses and personal estate. We assist businesses of all sizes in harnessing the value of their business assets and devising strategies for a smooth leadership transition within their organizations.
HERE'S WHERE WE CAN HELP
- Wills, trusts, and powers of attorney
- End-of-life counsel, including living wills and healthcare powers of attorney
- Special needs and guardianships
- Charitable planning
- Advanced estate planning
- Medical assistance/Medicaid issues
- Asset protection planning
- Probate administration
- Business succession planning
WHERE WE PRACTICE
- Ohio
- Pennsylvania
- West Virginia
