9122 Montgomery Road, Ste. 12, Cincinnati, Ohio 45242




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Estate Planning

An estate plan is the best way to organize your life so that you and your loved ones are taken care of in case of disability, sickness or death. It's one of the best gifts you can give your family.


Estate planning can accomplish several important goals:

  • Put your affairs in order and ensure that your property is distributed according to your wishes;  

  • Appoint a guardian for minor or disabled children;  

  • Provide mechanisms to minimize the tax burden on your family;  

  • Protect and provide for the needs of surviving spouses and future generations.  

A foundation for an effective estate plan includes the following:

  • Will;  

  • Property Power of Attorney;  

  • Healthcare Documents (Healthcare Power of Attorney, Living Will, HIPAA Authorization).  



Your goals and needs may necessitate an estate plan that goes beyond the foundation documents. After gathering personal, family and financial information from you during an initial consultation, we will discuss your options, including Revocable Living Trusts, Credit Shelter Trusts, Irrevocable Life Insurance Trusts, charitable donations, and gifting.

Estate Planning Questionnaire Property Information Sheet