The Free e-Book
Our goal is to ease your concerns by providing answers to your most pressing questions.
Many people believe estate planning is only for the rich and elderly. In reality, if you have any amount of money or property, you have an estate that needs protecting.
Creating Your Estate Plan goes well beyond just answering basic questions like "what's a will?" and "do I need a trust?" (although we cover those questions to). This e-Book goes in-depth into gifting, probate, advance directives, and more, in a way that is easily understood.
Greg has been serving clients as an estate and tax planning attorney in Ohio since graduating from Capital University Law School in 1992. He obtained an accounting and finance degree from The Ohio State University as a Certified Financial Planner, a designation that requires advanced coursework in a complete range of financial subjects, he is that rare financial professional who can provide cross-disciplinary solutions from the legal, tax and investment perspectives.
Greg is the co-author of the book: Protecting Your Future with Tax-Free Long-Term Care, and is a contributing author in Jack Canfield's best selling book The Recipe for Success.
He has been named one of Ohio's Top 100 lawyers, an invitation-only designation given by The National Advocates.