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Wills, Trust & Estate Planning 

We prepare all types of wills from simple wills for a husband and wife with children to complex wills used in estate tax planning.  When appropriate we prepare revocable and irrevocable living trusts along with special needs trusts.  We are able to provide advice and prepare the appropriate estate planning documents needed to accomplish personal as well as tax planning goals. 

  • Wills between Husband and Wife

  • Wills with Trust Provisions for Children

  • Wills for Single Persons

  • Pour-over Wills to Trusts

  • Wills with Complex Estate Tax Trusts

  • Pre-probating of Wills

  • Financial Powers of Attorney

  • Living Wills

  • Healthcare Powers of Attorney

  • Estate Planning

  • Estate and Gift Tax Planning

  • Charitable Giving Planning

  • Revocable Living Trusts

  • Irrevocable Living Trusts

  • Irrevocable Life Insurance Trusts

  • Testamentary Trusts

  • Trusts for Estate Tax Planning

  • Trusts for Charitable Tax Planning

  • Termination of Revocable and Irrevocable Living Trusts

  • Preparation of federal and Ohio trust income tax returns

  • Preparation of federal gift tax returns

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