Estate Planning and Probate

It’s your wealth. You built it over the years and now it’s time to ensure it is protected and managed as you wish.

Our Estate Planning & Probate team of attorneys has extensive expertise in providing clients with sophisticated, practical advice on how to minimize tax burdens and transfer property in a private, economical, and efficient manner. This is accomplished all while considering your personal long-term planning objectives and desires. Let us help you manage, distribute, and entrust your personal assets to family and friends. We understand the importance of keeping you, your family, and your business secure both now and for generations to come.

Our areas of expertise include:

• Estate planning
• Gift, estate, and generation-skipping (GST) tax planning
• Advance Health Care Directives
• Insurance Planning
• Trust administration
• Probate and estate administration (Ohio and Florida)
• Charitable planning
• Private foundation counseling
• Trust, estate, and probate litigation
• Business succession planning

Important Forms & Documents

• Married Questionnaire
• Single Questionnaire