Estate Planning

Make a Plan to Protect Your Family & Future

If you haven’t planned for the future, you could be risking everything. The direction of your life and that of your family can change from one day to the next. Without a will or trust, your estate and other assets could be subject to intestacy, which is when the state decides what to do with your property and finances. Don’t let your family get caught in a probate headache or other conflict after your passing.

5 Essential Documents

In order to ensure that your wishes are carried out in the event of death or incapacity, make sure you have these five essential documents prepared: a will, living will, healthcare power of attorney, HIPAA medical authorization, and a general power of attorney. For those who fail to have these documents prepared, the State of Ohio will decide what type of end of life health care you receive, how your property is disposed of, and who will care for your minor children in the event of your death.

The Future Is in Your Hands

As an experienced local attorney, I am focused on helping my clients and their loved ones create a plan for the future they envision. Working with you and your financial advisors, we will develop a plan to help you achieve your goals and avoid pitfalls.

Take Control of Who Will Control Your Assets

Contact Me

It Takes a Team

It takes teamwork to succeed.  To ensure that we can achieve your goals, I'll work with your professional advisors — your banker, lawyer, social worker, and healthcare provider — to offer strategies that fit the needs of your situation.  I also have a team of advisors who will assist us if you don't have your own.

Don't Leave Your Future to Someone Else

Don't let the courts decide what happens to everything you've worked for.  My team and I have been helping families plan for their golden years and beyond since the inception of my practice.  Don't hesitate to contact me to help develop your unique plan.