TOP 10 Estate and trust planning services in Beachwood, OH
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The Katie McNeill Team at Platinum Real Estate
● OpenWelcome to The Katie McNeill Team at Platinum Real Estate, your premier real estate agency located at 7200 Center Street, Mentor, Ohio 44060. We specialize in providing "Excellence in Real Estate Services" to the vibrant communities of Northeast Ohio. Our mission is to guide you through every step of your real estate journey with professionalism, honesty, and integrity. Our dedicated team combines vast knowledge, experience, and skills to ensure a smooth and successful transaction, whether you're buying or selling a property. We pride ourselves on turning challenging real estate situations into opportunities, finding the best solutions to meet your needs.
7200 Center Street, Mentor, Ohio 44060, United States -
Bankers Life
● ClosedBankers Life, located at 25101 Chagrin Boulevard in Beachwood, Ohio, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional positions. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and career opportunities can set you up for success. Join us at Bankers Life and achieve more!
25101 Chagrin Blvd Ste 170, Beachwood, OH 44122, United States -
Jeffrey S. Berenholz, LLC
● ClosedJeffrey S. Berenholz, LLC, located at 3401 Enterprise Parkway in Beachwood, Ohio, is a legal institution specializing in estate planning for individuals and families. Their goal is to make the process easy, simple, and convenient so that clients have peace of mind knowing that their affairs will be taken care of in the event of an emergency. The institution offers online services, including e-signatures and secure online payments, making it easy for clients to get started. They provide a draft summary in plain English for review and approval. During a Zoom meeting, clients are educated on the probate process, the differences between a will and a trust, and other essential estate planning documents.
3401 Enterprise Parkwy #340, Beachwood, OH 44122, United States -
The Law Office of James E Tavens Co. L.P.A.
● OpenThe Law Office of James E Tavens Co. L.P.A. is a reputable legal institution located at 23611 Chagrin Boulevard in Beachwood, Ohio, United States. With a focus on providing expert legal services, the firm is dedicated to serving its clients with professionalism, integrity, and personalized attention. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, the team at The Law Office of James E Tavens Co. L.P.A. is committed to achieving the best possible outcomes for their clients. With years of experience and a track record of success, the firm is a trusted ally for individuals seeking legal representation in the Beachwood area.
23611 Chagrin Blvd, Beachwood, OH 44122, United States -
Kahn & Associates, LLC
● ClosedKahn & Associates, LLC is a reputable law firm located at 25200 Chagrin Boulevard in Beachwood, Ohio. With a team of experienced attorneys, they specialize in various areas of law including business law, real estate law, estate planning, and litigation. Known for their dedication to providing top-notch legal services, Kahn & Associates, LLC is committed to achieving the best possible outcome for their clients. Whether you are seeking legal advice for your business or personal matters, you can trust Kahn & Associates, LLC to provide you with expert guidance and representation.
25200 Chagrin Blvd Suite 105, Beachwood, OH 44122, United States -
Singerman, Mills, Desberg, & Kauntz Co., L.P.A.
● ClosedSingerman, Mills, Desberg, & Kauntz Co., L.P.A. is a boutique practice located at 3333 Richmond Road in Beachwood, Ohio, specializing in real estate, corporate matters, banking and finance, taxation, litigation, government relations, estate planning, and estate/trust administration. With a focus on providing peace of mind to clients, the firm offers a wide range of experience in structuring and executing real estate and business transactions, as well as resolving disputes. Services include assisting business owners with commercial real estate transactions, representing lenders and borrowers in commercial loan transactions, advising on business structures, estate planning, tax matters, court proceedings, and governmental compliance. The firm's goal is to always look out for the best interests of their clients, ensuring they receive top-notch legal counsel.
3333 Richmond Rd, Beachwood, OH 44122, United States -
J.W. Krueger Law, LLC
● ClosedJ.W. Krueger Law, LLC is a reputable law firm located at 25201 Chagrin Boulevard in Beachwood, Ohio. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. Whether you are in need of assistance with family law, estate planning, or business law matters, we are here to help. With a commitment to excellence and a track record of success, J.W. Krueger Law, LLC is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
25201 Chagrin Blvd suite 350 c, Beachwood, OH 44122, United States -
Allen & Hodgman
● ClosedAllen & Hodgman is a reputable law firm located at 24400 Highpoint Rd #3, Beachwood, OH 44122, United States. Specializing in a wide range of legal services, the experienced attorneys at Allen & Hodgman are dedicated to providing personalized and effective legal solutions to meet the unique needs of each client. Whether you require assistance with family law, personal injury, business law, or estate planning, the knowledgeable team at Allen & Hodgman is committed to delivering expert guidance and representation. With a strong focus on client satisfaction and a proven track record of success, Allen & Hodgman is your trusted partner for all your legal needs in the Beachwood area.
24400 Highpoint Rd #3, Beachwood, OH 44122, United States -
Heritage Appraisers, Inc.
● ClosedHeritage Appraisers, Inc. is a distinguished finance business located at 23945 Mercantile Rd C, Beachwood, OH 44122, United States. Specializing in the precise and professional appraisal of a wide range of assets, Heritage Appraisers, Inc. is committed to providing clients with accurate and reliable valuations. Whether you are seeking appraisals for insurance purposes, estate planning, or asset management, their team of experienced and certified appraisers ensures that each valuation is conducted with the utmost integrity and expertise. With a strong reputation for excellence in the field, Heritage Appraisers, Inc. stands out as a trusted partner in the financial community, dedicated to helping clients make informed financial decisions with confidence.
23945 Mercantile Rd C, Beachwood, OH 44122, United States -
CM Wealth Advisors
● ClosedCM Wealth Advisors is a premier financial services firm located at 2000 Auburn Dr #400, Beachwood, OH 44122, United States. Specializing in comprehensive wealth management and financial planning, CM Wealth Advisors is dedicated to helping clients achieve their financial goals with personalized strategies tailored to their unique needs. With a team of experienced financial advisors, CM Wealth Advisors offers a range of services including investment management, retirement planning, estate planning, tax strategies, and risk management. They pride themselves on their client-centric approach, ensuring that each client receives individualized attention and customized solutions.
2000 Auburn Dr #400, Beachwood, OH 44122, United States
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