“Good fortune is what happens when opportunity meets planning.”

— Thomas Edison

Estate Planning and Wealth Preservation

"Without goals, and plans to reach them, you are like a ship that has set sail with no destination"
—Fitzhugh Dodson 

Estate planning and wealth preservation is not just about death and taxes. It is also about protecting you and your family against dependency.  It is also about taking care of you if you become incapacitated, whether through old age or a disabling accident.

It is never too early to develop an estate plan.  Your individually crafted plan determines how your assets will be managed any time that you are incapacitated and unable to make decisions.  This plan can reduce or eliminate estate taxes, avoid probate, control the timing and purpose of distributions to children and others, provide for children with disablities, name someone you trust to manage your assets, allow for ease of estate administration, and maximize your privacy.

Call our office at (513) 579-1414 or contact us online today.  See how we can help.