Business owners who have been pleased with the level of Koehler Fitzgerald LLC's business law practice often look to us for assistance with their estate planning and business succession issues.

Helping Business Owners Plan For The Future

One focus of our estate planning services is business succession. We have helped numerous business owners develop successful plans for preserving and perpetuating their companies for future generations. We work closely with our clients' tax advisers in the creation and continuing administration of trusts, family limited partnerships and other vehicles designed to meet clients' succession and charitable objectives.

A Tailored Estate Plan That Achieves Your Goals

We have also been helpful guiding clients through the maze of personal estate planning possibilities, underscoring those that are indispensable for their situations.

  • Wills: If you do not have a proper will, you are ceding control over the disposition of your assets to the laws of Ohio.
  • Trusts: Trusts permit you to exert control and protection over your assets even after you are gone.
  • Other essential planning documents: We create general and durable powers of attorney, living trusts and advance directives.
  • Foundations and charitable giving: We help you do something good that also has positive tax considerations.
  • Special-needs trusts: We counsel you on how to preserve and manage your assets in a way that leaves you or your loved ones eligible for government benefits.
  • Conservatorships and guardianships: When loved ones cannot care for themselves, we prepare plans that care for them and their assets.

Deciding to allocate your assets for the benefit of loved ones is one of the most selfless and loving things you can do. Talk to our knowledgeable estate planning attorneys. We will work with you to put your estate and assets in order.

In addition to estate planning, we also guide clients through the probate administration process and represent clients during estate disputes.

Start Planning For The Future

For estate planning, business succession or probate assistance, call Koehler Fitzgerald LLC at 216-539-7714 or toll free 800-391-5127, or contact our lawyers using this online form. Our office is located in Cleveland.