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Services We Provide
Please ask yourself, at the end of our process, do you have a new peace of mind? If so, we've done our job.
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Revocable Living Trusts--You've heard the common, valid reasons to have a trust: avoid Probate, estate taxes, and guardianships: But here's maybe the least known, but the most powerful reason of all is its unique ability to protect your assets from the wrong people! (Read More)
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Medicaid Planning and Medicaid Qualification--How to become legally eligible for Mediciad while preserving your wealth for you family... (Read More)
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Veterans' Benefits--Do you know that Veterans and their spouses, including surviving spouses, do not even apply for over 60% of the benefits to which they are entitled... (Read More)
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Asset Protection for Clients Concerned about Personal Liability--You have (or are in the process of) accumulating personal capital through your hard work. You know that one lawsuit could take it all away. Learn how our trademarked iPug trust can put your mind at ease... (Read More)
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Probate-- A probate estate is a legal proceeding provided for by Ohio law to determine the assets of a deceased person who was an Ohio resident at the time of death, the value of those assets, and the distribution of those assets to the persons entitled to them by law. (Read More)
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Business Succession Planning--Preventing that “Second Tragic Death” (Read More)
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Funding--What is funding? Funding is a process of re-titling your assets to your trust. Our office employs a full-time Trust Funding Coordinator to help you streamline this process so that it is done accurately and efficiently. Remember your trust only controls those assets that are owned by it. (Read More and listen to our podcast)
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