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Estate & Business Planning
If you're ready you can complete our
Estate Planning Questionnaire!
Since 1980, our firm has assisted thousands of clients with their personal and business planning. The attorneys in our Estate and Business Planning Group restrict their areas of practice and devote all of their professional time to creating customized, sophisticated plans for our clients. These plans are designed to protect clients from a wide variety of risks and expenses and to address business concerns. Our practice is one of the largest of its type in northeastern Ohio.
Who Are Our Clients?
Our clients come from all walks of life. Many of them are successful executives, business owners and professionals such as doctors, dentists, accountants and financial advisors. A number of our clients are our fellow lawyers who turn to us for help in this most important matter.
Other clients are retired and enjoying the benefits of their years of hard work. Some of our clients are young couples raising children. They want to make sure that their children are taken care of them if something happens to them. Other parents have a child with mental or physical disabilities and want to provide for the long-term financial security of this child.
Our clients are primarily referrals from our other clients or from financial advisors and insurance professionals. We work closely with these individuals to craft plans that coordinate their investment and insurance planning advice with our estate planning.
Our Capabilities
We have extensive skills in the Estate Planning area, including:
- Revocable Living Trusts
- Pourover and Simple Wills
- Health Care and Financial Powers of Attorney
- Family Limited Partnerships
- Limited Liability Companies
- Charitable Planning Strategies
- Business Law
- Business Succession Planning
- Dynasty Planning
- Asset Protection Planning
- IRA Distribution Rules and Strategies
- Sale or Purchase of Businesses and Real Estate
Working With Us
Working with us is very easy and straightforward. Some things to consider when working with Smith and Condeni:
- There is no charge for an initial consultation and everything you share with us is confidential.
- Our planning work is primarily fixed fee so that you know the cost up front before we start.
- We like to move through the process in an orderly fashion and complete all of our work with you timely. Having these matters drag out is not to anyone’s benefit.
This only tells part of the story about our practice and how we handle the planning for our many clients. If you would like a copy of our brochure describing in more detail our capabilities, please contact us.
If you're ready you can complete our
Estate Planning Questionnaire!