Estate Planning

I am, at my core, a business attorney. I have always been a businessman, and I’ve always been fascinated by the legal proceedings that relate to business. Through my work, though, I’ve discovered that several of my legal skills can benefit both business owners and non-business owners alike. One of those skills is preemptive planning. In my practice, this comes in two forms — traditional estate planning and business succession planning.

In other words, I help those who want to safeguard their assets and define their wishes in regard to their medical treatment, finances, business operations, and other such matters before they become incapable of doing so. Done right, a well-rounded estate and/or business succession plan can ensure that a person’s wishes are known and, in turn, prevent future legal disputes for their loved ones.

Estate Planning

As an Ohio estate planning lawyer, I help clients preserve their lives' work. Whether you are single, married, a business owner or otherwise, proper estate planning is essential if you wish to avoid tax pitfalls, establish business continuity, provide for your elder years, and protect your legacy. 

In my practice, I assist clients with estate planning in a variety of ways. For instance, I help them draft advance directives, wills, living wills, and trusts of all kinds. I guide clients in designating powers of attorney. I work with them to develop thoughtful asset protection strategies. And I handle matters related to guardianship. 

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Business Succession Planning

In essence, business succession planning is the same as estate planning — just more specific to business. There are many steps to creating a smart succession plan, and the list below is by no means all-inclusive. Still, it may give you an idea of just how much goes into a well-developed plan to protect your business for years to come:

  • Determine the goals of your succession plan
  • Hire counsel, as needed (this may include a business advisor, a business lawyer, and a Certified Public Accountant)
  • Declare a successor or choose to sell (and who to sell to)
  • Appraise the business’s worth (with the help of your CPA)
  • Purchase appropriate life insurance
  • Investigate retirement options
  • Establish necessary trusts

Again, the above list is simply an introduction into the succession planning process. Ultimately, though, the important thing to know is that a well-made plan can minimize taxation, protect your business, and prevent future headaches for you and your family.

Your Estate Planning Attorney

It’s never too early or too late to take steps toward safeguarding your legacy. Business owner or not, you’ve worked hard for what you have, and it’s your right to dictate what should happen to your possessions, your home, your business, your finances, and your personal care. With proper planning, you can do this and more. If you’ll allow me to be your estate planning attorney, I’ll do everything in my power to help you protect your legacy.