Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Hot Market for Business Sales
The last big M&A wave happened in the early 2000s, according to Ward. A very active M&A period is usually accompanied ... Business

Date: 06/28/2014 Category: General
Ohio Elder Justice Initiative
"Older Ohioans are vulnerable to abuse, neglect, and financial exploitation for a number of reasons," Attorney ... Elder Law

Date: 06/07/2014 Category: General
Elder Abuse Cases: For Every One Reported, Five Go Unreported
"The number of elder abuse reports continues to increase slightly every year," said Jill Berntson, social services ... Elder Law

Date: 05/24/2014 Category: General
Retirees — Are Your Pet Expenses Manageable?
Warning: Don't let your pets crack your nest egg. "The topic of pet expense is rarely discussed," says Richard ... Asset Protection

Date: 05/13/2014 Category: General
Mickey Rooney Raises Awareness Of Elder Abuse Crimes
Rooney helped draw attention to the hidden and underreported crimes associated with elder abuse through his unique role as a ... Elder Law

Date: 04/25/2014 Category: General
Fraud Target: The Elderly
There are various reasons why our elders are such easy prey for these thieves. People taking advantage of other people is ... Elder Law

Date: 03/30/2014 Category: General
Estate Tax Vs. Inheritance Tax
"An estate tax is primarily based on the total value of a decedent's estate compared to the state's estate tax exemption ... Estate Tax

Date: 03/13/2014 Category: General
More Than Lipstick – Getting Your Business Saleable
The last time I checked, the mortality rate continued to hover right around 100%, which means your business isn't going to be ... Business

Date: 12/04/2013 Category: General
Leaving Your Business By Design
One thing is certain about the relationship with your small business: One day in the future will be the last in your ... Business

Date: 11/19/2013 Category: General
Social Security Likes Diet COLA
The nation's elderly and disabled Social Security recipients will receive a 1.5 percent increase in payments in 2014. This is ... Medicare

Date: 11/14/2013 Category: General
Making The Most Of Your Business Sale
When business owners take these three sets of actions, they're strongly positioning themselves to not only get the best ... Business

Date: 10/16/2013 Category: General
Appealing Denial Of Medicare Treatment
If you have a Medicare Advantage plan, your plan may overrule your doctor and refuse to cover a treatment or procedure that ... Elder Law

Date: 10/13/2013 Category: General

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When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.