What We Do //
Trusted Advisors for Estate Planning
Expert Estate Planning in Dayton & The Miami Valley
Our business is planning. Everyone should have a good estate plan, and unfortunately there is no escape from the inevitable day when you pass away and your loved ones get to find out just how good your estate plan is. Many estate plans require more intricate planning for business interests and real estate holdings. By concentrating our practice in these areas, we are able to provide our clients with better coordinated plans.
Our Mission
We work to build lifetime relationships as our clients’ most trusted advisor. Planning is not an isolated transaction. It is an ongoing process that should evolve as your family or financial situation changes. That requires a continuing connection with a legal advisor who knows your situation, understands your goals and is committed to helping you succeed. It also requires someone who is willing to work with other advisors that you may have, to assure that all aspects of your plan are properly coordinated. We can fill that need for you.
Our Philosophy
Planning requires mutual understanding, so our planning process involves education. First, you need to teach us about your family or business, your hopes, dreams and fears and the goals you want to accomplish. Then we teach you about relevant law, the options available to you, and the advantages and disadvantages of each option. Together, we can design an effective plan that works for you. Our role is not to tell you what to do, but to equip you with the knowledge and understanding that you need to make an informed decision about how to plan for your unique circumstances.
Everything we do is centered on providing our clients with a meaningful and beneficial experience. That is not an easy task given the complexity of legal and tax issues, and the general unpleasantness of the issues that our clients often hire us to address. We strive to make sure that every client receives the highest degree of professional service in a convenient, friendly, relaxed and personable environment.
WE’RE READY TO SERVE YOU
Let’s get started on planning for tomorrow. How can we help you?