
We approach estate planning as ongoing, not a one-time transaction. We strive to help clients take control by tailoring plans that protect and preserve assets and lifestyle, accompanied by total client involvement throughout. We routinely collaborate with financial and tax advisors to design and maintain estate plans. After you execute your estate plan, you might need advice on maintaining your estate plan or want or need changes made, which is why we offer annual maintenance meetings and are always available to answer your questions free of charge. We also send periodic check-ups to keep you informed of necessary changes to your plan, changes in the laws, and any other developments that could impact you and your estate plan. Knowledge and experience are key, but our relentless commitment to protecting the interests of the people we serve is what sets us above the line.
Website: https://www.myohioestate.com/ ...
