Business Details
We have been serving clients since 1990, providing estate planning and probate expertise across Ohio, Florida, and Michigan. Our founding partners include former U.S. Congressman and Harvard Law graduate Edward Weber and seasoned attorney Robert Sterling, bringing unique legislative insight and rigorous legal training. Our attorneys are fully licensed in multiple states and maintain a deep understanding of both state and federal statutes governing wills, trusts, and tax matters. We specialize in creating revocable and irrevocable trusts, durable powers of attorney, and comprehensive estate tax strategies that minimize liability. We also guide businesses through succession planning, LLC formation, and charitable giving structures to preserve wealth across generations.
Our team routinely assists clients in avoiding probate through careful trust funding and beneficiary designations. We handle realestate and corporate matters, ensuring assets are properly titled and protected. Each client receives a personalized plan that reflects emotional considerations and professional precision. We adhere to the highest ethical standards, maintaining transparent communication and detailed documentation throughout every engagement. Our attorneys stay current with evolving tax codes, enabling us to offer proactive solutions that reduce estate and income taxes. We are committed to achieving our clients goals efficiently, leaving assets to loved ones and charities in the most effective manner.
Our team routinely assists clients in avoiding probate through careful trust funding and beneficiary designations. We handle realestate and corporate matters, ensuring assets are properly titled and protected. Each client receives a personalized plan that reflects emotional considerations and professional precision. We adhere to the highest ethical standards, maintaining transparent communication and detailed documentation throughout every engagement. Our attorneys stay current with evolving tax codes, enabling us to offer proactive solutions that reduce estate and income taxes. We are committed to achieving our clients goals efficiently, leaving assets to loved ones and charities in the most effective manner.
Highlights and features
- We have been operating since 1990.
- Our attorneys are licensed in Ohio, Florida, and Michigan.
- We specialize in probate avoidance and taxefficient trusts.
- Our team includes a former Congressman and Harvard graduate.
- We guarantee transparent documentation throughout every estate plan.
Services
Estate Planning
Our estate planning service crafts wills, revocable trusts, and irrevocable trusts tailored to each clients goals. It serves individuals, families, and business owners who want to protect assets and designate beneficiaries. Clients benefit from reduced tax exposure, clear asset distribution, and avoidance of probate.
Probate Avoidance
We implement trust funding and beneficiary designations that keep estates out of probate court. This service targets clients seeking a swift, private transfer of assets after death. The result is faster settlement, lower costs, and maintained family confidentiality and privacy.
Business Succession
Our business succession planning assists owners in transferring leadership and ownership smoothly. It serves corporations, LLCs, and familyrun enterprises preparing for retirement or unexpected events. Clients receive structured plans that preserve value, ensure continuity, and minimize significant future tax burdens.
