TOP 30 Wealth transfer planning in Ohio

Amanda Waltz Law is a legal institution located at 150 West 2nd Street in Delphos, Ohio, United States. The firm is dedicated to providing legal services with integrity, professionalism, and respect, specializing in Estate Planning and Probate services for families and businesses in the northwest Ohio region. Amanda Waltz, the founder of the firm, has been practicing law since 2014 and has a wealth of experience in the Legal and Compliance world. After receiving her Juris Doctorate from Capital University, she decided to establish her own firm in September 2021.

Kendall & Meyer Law, Ltd. is a trusted institution located at 121 West High Street, Lima, Ohio, United States. With over forty years of experience, we specialize in estate planning and estate administration, providing services such as Wills, Trusts, POAs, Asset Protection, Guardianships, Real Estate, and Business Planning. At Kendall & Meyer Law, Ltd., we understand the importance of having a reliable partner during difficult times. Whether you need assistance in planning your affairs during your life or guidance with estate administration after passing, we are here to help. Our team can also assist with asset protection planning, business matters, and real estate transactions.

Badnell & Dick Co., LPA is a reputable finance and law firm located at 1519 Allentown Road in Lima, Ohio, United States. With a team of experienced lawyers specializing in various legal matters, including finance, this institution provides top-notch legal services to its clients. Whether you need assistance with financial planning, estate planning, or business law, Badnell & Dick Co., LPA is dedicated to providing expert guidance and representation. Contact them today for professional legal advice and support.

Mosley Glick O'Brien, Inc. is a respected institution located at 571 Longbow Drive in Maumee, Ohio, United States. With a reputation for excellence in their field, they offer a wide range of services to meet the needs of their clients. Whether you are looking for financial advice, investment management, or retirement planning, the team at Mosley Glick O'Brien, Inc. is dedicated to helping you achieve your goals. Their knowledgeable and experienced staff are committed to providing top-notch service and personalized solutions to help you make the most of your financial resources. Visit them today to see how they can help you secure your financial future.

Legacy Law Group is a reputable law firm located at 27121 Oakmead Drive in Perrysburg, Ohio. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including estate planning, probate, and elder law, we strive to help individuals and families plan for the future and protect their assets. Whether you need assistance drafting a will, navigating the probate process, or establishing a trust, our skilled attorneys are here to guide you every step of the way. Trust Legacy Law Group to provide you with personalized and professional legal representation.

Joanne F. Gall Attorney at Law, Ltd. is a reputable law firm located at 2828 Central Avenue in Toledo, Ohio. Specializing in various areas of law, including family law, estate planning, and real estate law, Joanne F. Gall provides expert legal advice and representation to clients in the Toledo area. With a commitment to professionalism, integrity, and personalized service, the firm strives to achieve the best possible outcomes for their clients. Whether you are facing a legal issue or planning for the future, Joanne F. Gall Attorney at Law, Ltd. is here to help.

Mahaffey & Associates LLC is a reputable finance and law firm located at 3131 Executive Parkway in Toledo, Ohio, United States. Specializing in providing expert financial and legal services, our team of professionals is dedicated to helping clients navigate complex financial matters and legal issues with ease. With a commitment to excellence and a track record of success, Mahaffey & Associates LLC is the trusted choice for individuals and businesses seeking top-notch financial and legal guidance.

Murray Gene P is a reputable law firm located at 227 West Center Street in Fostoria, Ohio, United States. Specializing in various areas of law, the experienced team at Murray Gene P provides expert legal advice and representation to clients in need. With a strong commitment to upholding justice and serving the community, this institution is dedicated to achieving positive outcomes for their clients. Whether you are facing a personal injury case, family law matter, or criminal charges, Murray Gene P is here to provide the guidance and support you need. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.

Dell Burtis Law is a law firm located at 60 Sycamore Street in Tiffin, Ohio, United States. Specializing in estate planning, elder law, business planning, and real estate law, they assist clients in planning their estates, protecting their assets, transferring farms and businesses to the next generation, buying and selling real estate, and setting up new businesses. With a commitment to providing superior legal advice through open and friendly communication, Dell Burtis Law tailors their work to each client's unique circumstances. If you or a loved one are in a nursing home or assisted living facility and haven't done any asset protection planning, Dell Burtis Law can help you explore your options. They offer guidance on protecting savings, homes, and farms from long-term care expenses, and provide information on Medicaid benefits and asset protection plans.

Eberly & Eberly: Attorneys at Law is a reputable legal institution located at 180 South Washington Street in Tiffin, Ohio, United States. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Eberly & Eberly is here to help. With a commitment to excellence and a track record of success, you can trust us to advocate for your rights and achieve the best possible outcome for your legal matters. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Gordon Law Offices, located at 23 Court Street in Tiffin, Ohio, is a reputable law firm specializing in a variety of legal services. Our experienced team of lawyers are dedicated to providing expert guidance in areas such as Estate Planning, Business Management, Probate, Business Formation, Elder Law, and Real Estate. Whether you need assistance with creating a will, starting a business, or navigating the complexities of real estate transactions, our skilled attorneys are here to help. Trust Gordon Law Offices to provide you with personalized legal solutions tailored to your specific needs.

Kasunic Law is a reputable law firm located at 4230 Ohio 306 in Willoughby, Ohio, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Kasunic Law is committed to helping you navigate the legal process with professionalism and expertise. Contact them today for a consultation to discuss your legal needs.

Hanahan Geoffrey C is a reputable law firm located at 7351 Center Street in Mentor, Ohio. Since 1981, our team of experienced attorneys at Hanahan & Hinton, LLC have been providing trusted legal services to our valued clients. We are dedicated to working closely with you to address any legal concerns you may have and strive to achieve the results you need. Our responsive and experienced team will work with you to develop a personalized plan to navigate through any legal challenges you may be facing. Whether you need assistance with estate planning, will execution, or other legal matters, we are here to help.

Whitney Mediation & Legal Counsel, LLC is a law firm located at 5737 Sells Mill Drive in Dublin, Ohio, United States. Specializing in estate planning, wills, trusts, probate, elder law, mediation, conflict management, and negotiation training, Denton Whitney and his team are dedicated to helping clients master their legacy. By providing personalized expertise and strategic conflict management, they ensure that clients can complete their plans fully and connect with their loved ones. Whether you need assistance with estate planning or resolving disputes through mediation, Whitney Concord is here to help you navigate the legal process with ease. Contact Whitney Mediation & Legal Counsel, LLC today to learn how they can assist you in mastering your legacy.

Keith Meyer - Morgan Stanley is a leading finance institution located at 7777 Washington Village Drive in Dayton, Ohio, United States. With a strong reputation for providing top-tier financial services, our team of experts at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your specific needs. Trust Keith Meyer - Morgan Stanley to guide you towards a secure financial future.

J M Tomb Law Office LLC, headed by lawyer Klein Stephen E, is located at 124 West Main Street in Troy, Ohio, United States. Specializing in legal matters, this institution offers expert guidance and representation in various legal issues. With a commitment to providing top-notch legal services, clients can rely on the expertise and professionalism of Klein Stephen E and his team at J M Tomb Law Office LLC.

David L. Mikel Co. LPA is a trusted institution located at 111 South Plum Street in Troy, Ohio, United States. Specializing in accounting, finance, and legal services, including Wills and Estates, Titles, Taxes, and Bankruptcy, David L. Mikel Co. LPA offers a free consultation for most matters. With years of experience and expertise, clients can trust that their legal issues will be handled with care and professionalism. At David L. Mikel Co. LPA, all clients are treated with respect and integrity, ensuring that their needs are met with the highest level of service. Contact David L. Mikel Co. LPA today to see how they can assist with your legal needs.

Lovett & House Co., LPA is a reputable law firm located at 10 West Monument Avenue in Dayton, Ohio. Specializing in estate planning, trusts, and probate law, the firm serves clients in Dayton and surrounding areas, including Springfield and Fairborn. With multiple office locations, the experienced attorneys at Lovett & House Co., LPA are dedicated to helping individuals protect their assets and plan for the future. Whether you are facing nursing home decisions, probate matters, or simply need assistance with estate planning, the knowledgeable team at Lovett & House Co., LPA is here to help. By discussing important topics such as death and dying, the firm aims to bring peace of mind and comfort to their clients. Don't let fears of the unknown control your life - contact Lovett & House Co., LPA today to start planning for the future and ensure that your affairs are in order. With personalized guidance and support, the team at Lovett & House Co., LPA is ready to assist you every step of the way.

Lovett & House Co., LPA is a law firm located at 405 Public Square in Troy, Ohio, United States, with additional offices in Dayton, Springfield, and Fairborn. Specializing in estate planning, trusts, and probate law, the firm is led by Board Certified Specialists who assist clients in preparing for the future and protecting their assets. From real estate to personal property, the team at Lovett & House Co., LPA helps individuals make informed decisions about their estate plans to ensure their wishes are carried out after their passing. With a focus on providing peace of mind and comfort to clients, the experienced estate planning lawyers at Lovett & House Co., LPA are dedicated to guiding individuals through the process of planning for the future. Whether you are looking to protect your wealth, preserve your family's assets, or make important decisions about your estate, the team is ready to assist you every step of the way. Contact Lovett & House Co., LPA today to start planning for tomorrow.

Katie Cox & Co LLC is a reputable finance institution located at 6605 Longshore Street in Dublin, Ohio, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our commitment to excellence and personalized approach sets us apart in the industry. Whether you need assistance with investments, retirement planning, or estate management, our dedicated team is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how Katie Cox & Co LLC can help secure your financial future.

Hill, Lloyd & Welsh Tax Group is a leading accounting and finance institution located at 5025 Arlington Centre Boulevard in Columbus, Ohio, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you need help with tax planning, bookkeeping, or financial consulting, Hill, Lloyd & Welsh Tax Group is dedicated to helping you achieve your financial goals.

Toni A. Ansley CPA New York Life is a financial institution located at 5455 Rings Road, Dublin, Ohio, United States. They believe in providing personalized financial guidance to help protect your family's wealth, lifestyle, and dreams for the future. With a focus on understanding the emotional connection to money, they offer videos, calculators, and tips to help you take control of your financial situation. Whether you're budgeting, preparing for surprises, or navigating the financial aspects of marriage or divorce, Toni Ansley is there to help. Licensed to sell insurance through New York Life Insurance Company and other independent companies, they also offer securities products and services through NYLIFE Securities LLC. Please consult your own tax, legal, or accounting professional before making any decisions.

Sequoia Financial Group, located at 5000 Horizons Drive in Columbus, Ohio, is a finance and insurance agency dedicated to serving clients across the wealth continuum. Our goal is to enrich the lives of individuals and families by helping them advance towards their chosen future. At Sequoia Financial Group, we offer comprehensive planning, robust investment capabilities, and a specialized Wealth Planning team to ensure that your financial needs are met both now and in the future. Our team of investment experts employs a data-driven approach to continuously evaluate the investment landscape and achieve results for our clients.

Ellis Kirk D is a reputable finance and law institution located at 121 South Main Street in Urbana, Ohio, United States. With a strong focus on providing expert financial and legal services to individuals and businesses, Ellis Kirk D is dedicated to helping clients navigate complex financial and legal matters with professionalism and integrity. Whether you are in need of financial planning advice, legal representation, or assistance with estate planning, Ellis Kirk D is committed to delivering personalized solutions tailored to meet your specific needs. Trust in the expertise and experience of Ellis Kirk D for all your finance and legal needs.

Lovett & House Co., LPA is a trusted law firm located at 202 North Limestone Street, Springfield, Ohio. With additional offices in Dayton and Fairborn, their team of experienced lawyers specialize in estate planning, trusts, and probate law. They understand the importance of protecting your assets and ensuring that your wealth and family are taken care of when you pass away. Whether you have real property or personal property, they can help you create a comprehensive estate plan tailored to your specific needs. Their goal is to keep Dayton residents informed and prepared for the future, offering guidance on nursing home care, probate matters, and legal definitions. By addressing the taboo subject of death and providing peace of mind through the estate planning process, Lovett & House Co., LPA aims to help clients navigate the complexities of estate planning with confidence. Contact them today to discuss your estate planning needs and secure a brighter future for yourself and your loved ones.

Block Advisors is a trusted institution located at 8041 Hosbrook Road in Cincinnati, Ohio, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized financial solutions tailored to meet the specific needs of our clients. With a commitment to excellence and a focus on delivering top-notch customer service, Block Advisors is the go-to destination for all your financial needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Epling Law is a law firm located at 3962 Brown Park Drive, Hilliard, Ohio, United States, specializing in estate planning and probate law. Our dedicated team is committed to providing exceptional consultation and support to clients in Central Ohio. We offer guidance on wills, trusts, powers of attorney, and probate litigation, making the process as smooth as possible for our clients. Our mission is to delight our clients with excellence, ensuring transparent billing, responsiveness, kindness, and ongoing education. With a client-centered approach, we provide practical and honest advice to help clients solve problems and make important decisions. Our firm culture attracts top talent, and we give back to our community through volunteering and contributions to local, national, and international organizations. We prioritize confidentiality in the attorney-client relationship and utilize technology to exceed expectations. Schedule a free initial consultation with us today to see how we can assist you in navigating estate planning and probate matters.

R. Dean Snyder is a reputable finance and lawyer institution located at 5127 Pleasant Avenue in Fairfield, Ohio, United States. With a team of experienced professionals, they provide expert financial and legal services to their clients. Whether you need assistance with financial planning, investments, or legal representation, R. Dean Snyder is dedicated to helping you achieve your goals. Trustworthy and reliable, they are committed to providing top-notch service and guidance to their clients.

from estate planning. Young adults, middle-aged individuals, and even children can all benefit from having a comprehensive plan in place. At Zimmer Law Firm, we believe that everyone deserves peace of mind when it comes to their assets and loved ones. Our experienced attorneys are here to guide you through the estate planning process, no matter your age or financial situation. Contact us today to schedule a consultation and start building a plan that will protect your legacy for years to come."

The Villalba Firm LLC is a prestigious law firm located in Cincinnati, Ohio. With a strong reputation for providing top-notch legal services, our team of experienced attorneys is dedicated to serving our clients with professionalism and expertise. Specializing in a wide range of practice areas including business law, real estate law, and estate planning, we are committed to delivering personalized solutions tailored to meet the unique needs of each client. Conveniently located at 1329 East Kemper Road, our firm is easily accessible for clients in the Cincinnati area. Trust The Villalba Firm LLC for all your legal needs.