Estate Planning and Elder Law
We know this can all be overwhelming. Whether you are working to get your personal estate and financial plan in order, or you are facing difficult decisions related to long term care for a loved one, we are dedicated to providing you help in a language that you can understand. We want to be your partner in planning.
We work with you to come up with a plan tailored to you that addresses your goals and concerns. Through our counseling and understanding of the law and your understanding of the circumstances and active participation in the planning process, we will plan for the now and the future, sticking by you and your family through the years.
Don't wait! We never charge for our first meeting. Click the link above to send us a note. Be sure to give us some information about why you're reaching out. We'll connect with you to schedule a time for us to chat confidentially. We can accommodate in-person meetings as well as virtual meetings.
We want our clients to know that we are vaccinated. For all in-person meetings, we do everything we can to follow CDC health and safety guidelines for ourselves and our clients.
Rachael and Mike were recently interviewed by the Dayton Business Journal as part of the DBJ's estate planning series. The article focuses on the estate planning aspects of business succession planning, including steps to take and issues for business owners to look out for. Head on over to the DBJ website to check it out!
You're welcome to stop by, but we'd prefer a scheduled time devoted just to you.
58 N. Main St. | Centerville, Ohio 45459 | (937) 985-0059
Open today | 08:30 am – 05:00 pm |
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