Estate Planning

  • Review wills, trusts, retirement plans and other estate planning documents
  • Develop a strategy that fulfills your goals while preserving assets, reducing estate tax liability and providing for sufficient liquidity
  • Explain different methods of property transfers, estate tax rules, the impact of the most current estate planning legislation and possible future changes in rules and regulations
  • Collaborate with other team members - attorneys, investment advisors, appraisers and insurance agents, among others - to ensure that every issue is properly addressed by the appropriate expert

Estate Planning in North Royalton & Cleveland Ohio

Keep your assets safe and in the hands of those you wish to receive them.