Practice

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Estate Planning.

Your estate plan should reflect your life, your family, and your goals. We help individuals and families across Ohio put the right documents and protections in place — clearly, practically, and without unnecessary complexity.

What we handle

The work, in plain terms.

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.

Representative matters

A sample of the work.

Comprehensive Estate Plan for Young Family

Designed and implemented an estate plan for a family with minor children, including wills, revocable trusts, guardianship designations, and healthcare directives to ensure both asset protection and continuity of care decisions.

Estate Planning for Business Owner

Advised a high-net-worth entrepreneur on structuring an estate plan to protect assets, minimize probate exposure, minimize estate tax consequences, and create an orderly long-term wealth transfer strategy aligned with family goals.

Trust Administration Guidance

Counseled a trustee through the trust administration process, ensuring compliance with legal requirements while easing the administrative burden on the family.

Common questions

Before you call.

Do I really need an estate plan if I'm not wealthy?
Yes. Estate planning is about protecting your family, not just your assets. It ensures your wishes are followed, your loved ones are provided for, and important decisions aren't left up to a court.
What happens if I don't have a will?
State law will determine who receives your assets and who handles your affairs. That process may not align with your wishes and can create unnecessary stress and delays for your family.
Should I have a will or a trust?
Both can be effective tools. A will is often sufficient for simpler situations, while a revocable living trust can offer added benefits like planning for your incapacity, avoiding probate, and providing more control over how assets are managed and distributed.
Who will make decisions if I become incapacitated?
Without proper planning, your family may need court approval to act on your behalf. Powers of attorney for financial and healthcare decisions allow someone you trust to step in immediately if needed. Revocable living trusts can also be used to plan for these circumstances.
How often should I update my estate plan?
You should revisit your plan after major life changes — marriage, children, new assets — or every few years to ensure it still reflects your current wishes and circumstances.

Start here

Ready to put a plan in place? Let's talk.

Tell us about your family and your goals, and we'll help you put the right plan in place.

Schedule a consultation Call (216) 633-0404

Other practices

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Business Law

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Real Estate

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Civil Litigation

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