The group's expertise in administering estates includes the planning necessary to reduce taxes to allow the prompt, efficient, and lawful transfer of property to beneficiaries, helping avoid administration error or probate pitfalls, will contests and additional future taxes.

Lifetime planning enables clients to transfer businesses and assets while minimizing income, gift, estate and generation skipping transfer taxes.

Through the group's extensive experience throughout Ohio, its members enjoy beneficial relationships with the trust departments of area banks, accounting firms and insurance companies. The group works with other professionals who provide various financial and planning services, stockbrokers, investment bankers, and insurance agents to create estate and business succession plans tailored to individual client needs. <back