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An estate tax can be devastating. Sometimes families have to sell property or businesses that have been in the family for generations to pay the tax. Ohio has eliminated the estate tax. Therefore, most Ohio clients do not have to worry about the severe effects of the tax. For those who are subject to federal estate tax, I can help make sure hard earned assets end up going to your heirs, not the government.

Clients not subject to a federal estate tax still need to consider the tax consequences of certain estate planning techniques. I will work with your tax provider, or refer one if necessary, to make sure estate planning strategies result in tax benefits, not consequences.

Contact Brent (513)-322-2061 or for a Consultation