TOP 30 Wealth transfer planning in Ohio

Andrew W Swallender - Morgan Stanley is a finance institution located at 7755 Montgomery Road in Cincinnati, Ohio. As a branch of the prestigious Morgan Stanley, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Andrew W Swallender - Morgan Stanley provides personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial stability, this institution is dedicated to helping you navigate the complex world of finance with confidence and success.

Jacob Lindsey - Morgan Stanley is a reputable finance institution located at 7755 Montgomery Road in Cincinnati, Ohio, United States. With a strong focus on providing top-notch financial services and wealth management solutions, the team at Jacob Lindsey - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with your portfolio, the experienced professionals at this institution are here to help you every step of the way. Trust Jacob Lindsey - Morgan Stanley to provide you with expert financial guidance and personalized solutions tailored to your unique needs.

Shur Law Co., LPA is a reputable law firm located at 312 Walnut Street in Cincinnati, Ohio. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in various practice areas. Our firm is committed to delivering personalized and effective legal solutions to help our clients navigate through their legal issues with confidence and peace of mind. Contact us today for expert legal representation and guidance.

Linn Legal is a reputable law firm located in Cincinnati, Ohio, specializing in probate and business law. Our dedicated team is committed to serving the citizens of Cincinnati through both good and challenging times. Whether you need assistance with estate planning, business transactions, or real estate matters, we are here to provide you with smart and efficient legal solutions. Led by experienced attorney Douglas Linn, our firm focuses on transactional work to help clients make successful deals and avoid costly litigation. We understand the importance of protecting your assets, passing on your legacy, and ensuring the success of your business. Contact Linn Legal today for a consultation and let us help you achieve your legal goals.

Bruce Favret, Hyde Park Cincinnati Attorney at Law, located at 2631 Erie Avenue in Cincinnati, Ohio, is a boutique law firm specializing in wills, trusts, estate planning, and probate. The firm is dedicated to helping trustees collect, administer, and distribute trust assets, as well as assisting individuals with appointing agents to care for them if they become incapacitated and creating beneficiary designations for asset transfer upon their death. The team at Favret Law, LLC, led by father-daughter duo Bruce Favret and Elizabeth Favret, is committed to providing personalized legal services to meet each client's unique needs. They guide clients through the process of creating last wills and testaments, establishing trusts for asset management and protection, and navigating the probate process. Additionally, they ensure clients have proper documentation for healthcare and financial decision-making in the event of incapacitation.

Favret Law Firm, located at 2631 Erie Avenue in Cincinnati, Ohio, is a boutique law firm specializing in wills, trusts, estate planning, and probate. Their experienced lawyers, Bruce Favret and Elizabeth Favret, provide personalized services to help individuals plan for death and incapacity. The firm assists clients in creating last wills and testaments, trusts, and beneficiary designations to transfer assets upon death. They also guide individuals through the probate process, ensuring that assets are distributed according to the deceased person's wishes or state law.

Jeffrey A. Snider, Esq. is a reputable law firm located at 5475 N Glen Road in Cincinnati, Ohio, United States. Specializing in various areas of law, Jeffrey A. Snider, Esq. offers expert legal services to clients in need of professional representation. With a focus on providing personalized and effective legal solutions, this institution is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Jeffrey A. Snider, Esq. is dedicated to helping you navigate the complexities of the legal system with confidence and ease.

John B. Cornetet is a partner at Cornetet, Meyer Rush & Stapleton, a law firm located at 123 Boggs Lane in Cincinnati, Ohio. With a background in law, tax, accounting, and financial planning, John offers a comprehensive range of services in estate planning, retirement tax planning, financial planning, and estate administration. He is not only an attorney, but also a Certified Financial Planner, providing expert advice in these areas. John holds degrees in Accounting, Taxation, and a Juris Doctor, and is licensed as a Certified Public Accountant and Certified Financial Planner. He is a member of several professional associations, including the Ohio and Cincinnati Bar Associations, the Cincinnati Estate Planning Council, and the Financial Planners Association.

Kirkland & Sommers Co. L.P.A. is a reputable law firm located at 9078 Union Centre Boulevard in Ohio, United States. With a team of experienced lawyers, they offer a wide range of legal services to clients in need of professional representation. Specializing in various areas of law, including business law, estate planning, and real estate law, Kirkland & Sommers Co. L.P.A. is dedicated to providing top-notch legal counsel and achieving favorable outcomes for their clients. Contact them today for expert legal assistance.

Kennedy & Kennedy Co. L.P.A. is a reputable law firm located at 10723 Montgomery Road in Cincinnati, Ohio, United States. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. With a strong track record of success, we strive to deliver exceptional legal counsel and advocacy in various areas of law. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Paul Kellogg Estate & Business Attorney, located at 9521 Montgomery Road in Cincinnati, Ohio, is a law firm dedicated to protecting families and serving businesses. Attorney Paul Kellogg, a member of the Phillips Law Firm, Inc., specializes in comprehensive estate planning services for families and business owners. With experience as an in-house attorney for privately held companies and as the Director of Estate and Business Planning for Northwestern Mutual, Paul offers proactive advice and counsel to individuals, families, entrepreneurs, and businesses. For over 25 years, Paul has helped clients in Greater Cincinnati achieve their estate planning goals and protect what matters most to them. Contact Paul Kellogg Estate & Business Attorney for guidance on a wide range of transactions and disputes.

Unitas Financial Services is a leading financial institution located at 6543 Commerce Parkway in Dublin, Ohio, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, insurance, or estate planning, we have the expertise and resources to help you succeed. Contact us today to learn more about how Unitas Financial Services can help you reach your financial goals.

The Law Offices of Shelly L. Kennedy, Ltd. is a reputable law firm located at 330 East Madison Street in Sandusky, Ohio. Specializing in various areas of law, including family law, criminal defense, and estate planning, our team of experienced attorneys is dedicated to providing high-quality legal representation to our clients. With a strong commitment to professionalism and client satisfaction, we strive to achieve the best possible outcomes for each case we handle. Contact us today to schedule a consultation and discuss your legal needs.

H&R Block is a renowned accounting and finance institution located at 2168 West 117th Street in Cleveland, Ohio, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial guidance to help you achieve your goals. Visit us today to experience top-notch accounting services in a welcoming and professional environment.

Brusnahan & Associates, L.L.C. is a reputable law firm located at 158 Lear Road in Avon Lake, 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. With a strong track record of successful cases and a commitment to excellence, Brusnahan & Associates, L.L.C. is a trusted choice for individuals seeking professional legal representation. Contact them today for expert legal assistance.

Eldridge Tax Services is a reputable accounting and finance institution located at 3613 Lee Road in Cleveland, Ohio, United States. Our team of experienced professionals offers a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. We are dedicated to providing personalized and efficient financial solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your tax and financial needs.

Lee S. Kolczun Law Firm, located at 5060 Waterford Drive in Sheffield, Ohio, is a boutique law firm specializing in estate planning, probate, and elder law. With over 35 years of experience, Lee S. Kolczun provides personalized and tax-sensitive legal representation tailored to each client's unique needs and objectives. Utilizing technology to offer prompt services at affordable rates, the firm is dedicated to guiding clients through the process with clarity and confidence. Active in the local and national legal communities, Lee S. Kolczun is known for his exceptional representation and commitment to client success. Whether you are in need of estate planning, probate, or trust administration services, Lee S. Kolczun Law Firm is here to provide you with peace of mind and expert guidance.

Karen Cameratta LPA is a reputable law firm located at 11005 Pearl Road in Strongsville, Ohio, United States. Specializing in various areas of law, the team at Karen Cameratta LPA is dedicated to providing top-notch legal services to their clients. With a focus on professionalism and expertise, the lawyers at this institution strive to achieve the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Karen Cameratta LPA is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

R M Nelson Law, located at 33398 Walker Road, Avon Lake, Ohio, United States, is a reputable institution specializing in estate planning, probate, trust administration, and guardianships. Bob Nelson, the skilled attorney at the helm, is experienced in creating various types of estate plans, from simple wills to complex trusts with federal estate tax planning aspects. He also has a strong background in probate administration and handles estates throughout Northeast Ohio. Clients seeking to plan for the future can benefit from the expert assistance provided by R M Nelson Law. The institution is committed to helping clients establish comprehensive estate plans that manage personal and family assets in the event of death or disability. Whether you need an estate planning lawyer, wills attorney, or probate attorney, R M Nelson Law is the trusted choice in the area.

Nathan Blice CPA LLC is a reputable accounting and finance institution located at 1660 Akron Peninsula Road in Akron, Ohio, United States. With a team of experienced and knowledgeable professionals, we provide a wide range of services including tax preparation, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the rest. Trust Nathan Blice CPA LLC for all your accounting and financial needs.

The Law Offices of Daniel McGowan, LLC, located at 700 West Saint Clair Avenue in Cleveland, Ohio, is a trusted law firm specializing in estate planning and probate law. Attorney McGowan is known for being accessible, thoughtful, and innovative in his approach to helping clients navigate the complexities of estate management. Whether you are looking to create a will, establish a trust, or need guidance on the probate process in Ohio, Attorney McGowan is here to provide expert legal advice and support. Trust the Law Offices of Daniel McGowan, LLC to help you protect your assets and ensure your wishes are carried out according to your estate plan.

Solomon, Steiner & Peck Ltd. is a renowned law firm located at 6105 Parkland Boulevard, Mayfield Heights, Ohio, United States. Since 1993, we have been providing top-notch legal services to residents and businesses in northeast Ohio. Our team of dedicated attorneys specializes in estate planning, Medicaid eligibility, special needs planning, and access to long-term care. Whether you have a modest or large estate, we can help you achieve your goals and protect your family's future. We also assist families in making difficult decisions to ensure the safety and well-being of their loved ones. For business owners, we offer expert advice on protecting financial and business interests in today's competitive markets.

Sobon Law LLC, located at 6300 Rockside Road in Independence, Ohio, is a legal institution specializing in estate planning services. As an experienced lawyer, Attorney Patrycja Sobon helps clients, including young families and business owners, create personalized estate plans to protect their assets and loved ones. With a focus on education and convenience, Sobon Law LLC offers virtual and in-person legal services at competitive rates. Attorney Sobon is also fluent in Polish, providing assistance to the Polish community with their legal needs. Whether you need a will, trust, power of attorney, or other estate planning documents, Sobon Law LLC can guide you through the process in just 5 simple steps. From completing an intake form to scheduling a consultation to finalizing and signing your documents, Attorney Sobon ensures a smooth and efficient experience. Additionally, if cost is a concern, payment plans can be arranged to make estate planning accessible to all.

David R. Kennedy, Probate Lawyer is a reputable legal institution specializing in probate law located at 4071 South Cleveland Massillon Road in Norton, Ohio, United States. With years of experience in the field, David R. Kennedy offers expert legal services to clients seeking assistance with probate matters. Whether you are in need of guidance with estate planning, wills, trusts, or other probate-related issues, David R. Kennedy is dedicated to providing personalized and professional representation. Contact them today to schedule a consultation and discuss your legal needs.

Thrush & Rohr is a reputable finance and law firm located at 4930 Hills and Dales Road Northwest in Canton, Ohio. With a team of experienced professionals, they provide top-notch financial and legal services to individuals and businesses in the area. Whether you need assistance with financial planning, investment management, estate planning, or legal representation, Thrush & Rohr has the expertise and dedication to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial and legal needs.

Richard P Gibbs & Associates, Attorneys At Law is a reputable law firm located at 1001 South Main Street in North Canton, Ohio, United States. Specializing in various legal services, the skilled team of lawyers at this institution is dedicated to providing top-notch representation and guidance to their clients. With years of experience and a commitment to excellence, Richard P Gibbs & Associates, Attorneys At Law is a trusted choice for individuals seeking legal assistance in a wide range of practice areas. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, this law firm is here to help you navigate the legal system with confidence and peace of mind.

Located at 4481 Munson Street Northwest in Canton, Ohio, Layman Law Group, LLC. is a trusted law firm specializing in Estate Planning and Business Law. The firm is dedicated to helping individuals, families, and businesses protect their wealth and assets for future generations. Led by attorney Brian Layman, Esq., the firm provides personalized and comprehensive legal services to ensure clients' wishes are achieved and transitions are smooth. With a focus on preserving inheritances and values, Layman Law Group is committed to helping clients navigate complex legal matters with care and expertise. Contact Layman Law Group today to secure your legacy and protect your loved ones.

Clark John D is a solo law practice located at 4774 Munson Street Northwest in Canton, Ohio, United States. Specializing in estate planning, trusts, probate, charitable planning, elder law, and business law, John D. Clark is dedicated to helping his clients navigate the complexities of legal matters. With a background as a director at Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A., John brings a wealth of experience and expertise to his practice. Services offered by Clark John D include the preparation of wills, trusts, powers of attorney, living wills, and more. The goal is to create personalized estate plans that reflect the wishes of each client and help them achieve their desired outcomes, such as avoiding probate and minimizing estate taxes. Additionally, John assists clients with charitable giving, long-term care planning, and probate administration.

Boone Legal is a trusted institution located at 4466 Darrow Road, Stow, Ohio, United States. We specialize in helping people and families create certainty in life's uncertain moments through custom estate plans. Our goal is to keep your loved ones out of court and out of conflict when something happens to you or them. We offer free health care forms and a helpful video to guide you in completing these important documents. Additionally, you can receive a complimentary copy of "Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families" as a gift from us.

Timothy J. Moore is a law firm located at 4505 Stephen Circle Northwest, Canton, Ohio, United States. Specializing in estate planning, elder law, real estate, and business planning, Timothy J. Moore helps families protect their loved ones and assets through thoughtful planning. With a focus on avoiding probate, protecting assets from nursing homes, and ensuring assets go to the intended recipients, the firm offers easy solutions to get estate plans in order. The team at Timothy J. Moore can assist with setting up trusts for special needs children, managing assets for protection, maximizing Medicaid benefits, and structuring assets to avoid probate. With a dedicated team of lawyers including Tim Moore, Jason, Ed, Morgan, and Gina, clients can rest assured that their legal needs will be handled with care and expertise. Whether buying or selling a home, planning for long-term care, or settling an estate, Timothy J. Moore provides comprehensive legal services to meet the needs of their clients. With a commitment to compassion and empathy in estate planning, the firm ensures that clients have peace of mind knowing their plans are in order.