Germantown Probate Lawyers

Nathan M. Little
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Nathan M. Little
Middletown, OH Probate Attorney with 14 years of experience
(513) 424-1660 1081 N. University Blvd Suite B
Suite B
Middletown, OH 45042
Probate, Elder, Estate Planning and Landlord Tenant
University of Dayton School of Law
As a partner of Combs, Schaefer, Ball & Little Mr. Little has been dedicated to providing a wide range of legal assistance in Butler, Warren, Hamilton, Clermont, Greene, Montgomery, Preble and Guernsey counties with advanced legal representation. Although the home office is located in Middletown, Ohio he currently has cases pending in over eight Ohio counties. As a civil litigator and partner, Mr. Little has handled over 1,277 case files during the period of 2012 to 2017.

Throughout his career, Mr. Little has helped clients deal with both formation, purchase and sale of businesses, and the purchase, lease or...
Mr. Monte Kenneth Snyder
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Mr. Monte Kenneth Snyder
Middletown, OH Probate Attorney with 38 years of experience
(513) 423-8912 6501 Germantown Road
Lot 41
Middletown, OH 45042
Probate, Divorce, Estate Planning and Family
University of Dayton
As a solo practitioner, you deal only with me, no paralegals or assistants. This allows me to provide a personal touch to your legal representation other law firms only promise but are unable to deliver. The attorney/client relationship is a team effort. Your active participation in your case is essential for effective representation. Suggestions, questions & ideas are welcome & encouraged at Monte K. Snyder, Attorney. Your legal issue is important to you & should be of equal importance to your attorney. Legal advice/counseling will allow you to make intelligent decisions regarding your case development at every stage of your...
Matthew T. Dixon
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Matthew T. Dixon
Middletown, OH Probate Lawyer with 23 years of experience
(513) 422-4227 16 North Main Street
Middletown, OH 45042
Probate, Bankruptcy, Criminal Defense and Divorce
Mississippi College School of Law
A Middletown, Ohio, native, Matthew T. Dixon is a graduate of Edgewood High School in nearby Trenton. He earned his undergraduate degree from his grandfather's alma mater, Mississippi State University, in 1996 and his doctor of jurisprudence, magna cum laude, from the Mississippi College School of Law in 2000. Prior to returning to his hometown, he was employed as the senior associate attorney at the law firm of Henley, Lotterhos & Henley, PLLC, in Jackson, Mississippi, practicing primarily in the fields of debtor/creditor law and insurance subrogation. Previously, he had assisted in criminal defense as a legal...
Steven M. Runge
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Steven M. Runge
Franklin, OH Probate Attorney with 48 years of experience
(937) 746-6425 401 S Main St
Franklin, OH 45005
Probate, Criminal Defense, Family and Landlord Tenant
Ohio Northern University
Serving clients in Warren, Butler and Montgomery counties since 1975. Probate, Estate Planning-Wills, Adoptions and Landlord-Tenant matters
Edward Bradley Schaefer
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Edward Bradley Schaefer
Middletown, OH Probate Lawyer with 22 years of experience
(513) 424-1660 1081 N University Blvd
Suite B
Middletown, OH 45042
Probate, Bankruptcy, Estate Planning and Real Estate
C. Lawrence Huddleston III
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C. Lawrence Huddleston III
Centerville, OH Probate Attorney with 46 years of experience
(888) 488-7878 1800 Lyons Road
Centerville, OH 45458
Free ConsultationProbate, Elder and Estate Planning
Capital University Law School
• Board-Certified Specialist, Estate Planning, Trust and Probate Law
• 22 years' Estate Planning, Trust and Probate law experience
• Founding Member and frequent speaker, WealthCounsel, LLC
• Fellow, Esperti Peterson Institute for Advanced Wealth Strategies Planning
• Fellow, The Laureate Circle
• Member, Professional Advisory Committee, The Columbus Foundation
• Member, ePlanners Educational Alliance
• Board Member, Christian Legal Society of Central Ohio
• Accredited Attorney – U. S. Veterans Administration
• Honoree, Leave A Legacy Award – Central Ohio Planned Giving Council
• Rated AV “Pre-eminent” by Martindale-Hubbell / Lawyers.Com
• Rated “10.0 - Superb” by...
Tyler  Hoffer
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Tyler Hoffer
Lebanon, OH Probate Lawyer
(513) 932-0999 24 1/2 N. Broadway Street
Lebanon, OH 45036
Free ConsultationProbate, Estate Planning, Personal Injury and Real Estate
University of Dayton School of Law
ESTATE PLANNING/PROBATE Creating a will or trust is crucial for most individuals, and Hoffer Law is here to help. Our firm routinely drafts wills, trusts, powers of attorney, and transfer on death deeds. If a loved one or spouse passes away without a will or trust, Hoffer Law can provide guidance on determining inheritance and navigating the Probate Court process. CORPORATE AND SMALL BUSINESS Hoffer Law, LLC is passionate about representing both individuals and businesses in legal disputes and litigation. With a history of securing significant judgment awards and presenting successful defenses, our firm is dedicated to vigorously protecting your rights in areas...
Joseph M Braun
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Joseph M Braun
Hamilton, OH Probate Lawyer with 7 years of experience
(513) 887-4560 616 Dayton Street
Hamilton, OH 45011
Free ConsultationProbate and Personal Injury
Capital University Law School
Inside the courtroom or over a cup of coffee, Joseph Braun is your trusted source of legal advice, professional representation and strategic planning. A strong regulatory background gives Joseph an advantage in finding the nooks and crannies in the law that enables Joseph to plan for contingencies, work through your problem, or remedy a potential crisis. Joseph practices estate planning, probate law, real estate law, adoption law, and more. Outside of work you'll find Joseph hiking and traveling with his wife and son, playing with his dachshund Ludwig, and surviving the agony of being a Cincinnati Reds &...
Christopher Orr
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Christopher Orr
Lebanon, OH Probate Attorney with 7 years of experience
(877) 822-6424 27 W Mulberry St
Lebanon, OH 45036
Free ConsultationProbate, Elder and Estate Planning
University of Toledo
Christopher is now an experienced trust & estate attorney, with expertise in estate planning, trust administration, and probate. But as a child, Christopher R. Orr was always known as the kid with his nose in a book. This passion for learning was due to Christopher’s parents answering his endless “why?” questions with “look it up and teach us!” The ability to make complicated information logical and then turn around and explain it to others became natural for him even at that young age.

It wasn’t until Christopher was in law school that he was faced with the reality that most attorneys...
Mark Edward Godbey
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Mark Edward Godbey
West Chester, OH Probate Lawyer with 35 years of experience
(513) 777-1701 8050 Beckett Center Dr. Suite 322
West Chester, OH 45069
Free ConsultationProbate, Estate Planning, Family and Personal Injury
University of Akron
I am a native of Cincinnati and have been practicing law for over 30 years. Godbey Law is a full-service law firm of six attorneys, representing clients and small businesses in a variety of matters, including auto accidents and other kinds of personal injury law, bankruptcy and debt consolidation, divorce and other aspects of family law, probate, estate planning, and general civil litigation. Our attorneys strive for the best legal results while also giving you the utmost customer service and personal attention. For a FREE initial consultation, call us at 513-241-6650 or visit our web site at www.GodbeyLaw.com...
Maxwell B. Newsome
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Maxwell B. Newsome
Beavercreek, OH Probate Attorney with 1 year of experience
(937) 797-8500 4244 Indian Ripple Road
Suite 150
Beavercreek, OH 45440
Probate, Appeals, Criminal Defense and Estate Planning
University of Dayton School of Law
Maxwell Newsome is a sharp, young attorney who represents clients in probate, trust, security clearance, appellate advocacy (Civil and Criminal), and general civil litigation matters. Maxwell has the eagerness and expertise you are looking for in an attorney. Maxwell is a graduate of Cornerstone University, which he attended on a bowling and academic scholarship. He then graduated from the University of Dayton School of Law and its and Leadership Honors Program. While at Dayton, Maxwell competed in the Attorney General Mock Trial Competition, where he won a Best Attorney award. He was also the Outside Articles Editor on the...
Thom L. Cooper
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Thom L. Cooper
Monroe, OH Probate Attorney
(800) 798-5397 30 Overbrook Drive
Suite D
Monroe, OH 45050
Free ConsultationProbate, Elder and Estate Planning
Capital University Law School
Over thirty years ago, Thom Cooper created the law firm that would become Cooper, Adel, Vu & Associates with the goal of representing seniors in a way that maximized their independence and minimized the stress and burden placed on loved ones. Since then, Attorney Cooper has provided educational seminars throughout Ohio to spread the word about estate planning and elder law. He has helped thousands of seniors and their families find public benefits to protect and preserve their assets. Thom was among the first 19 attorneys in Ohio to become dually certified by the National Elder Law Foundation (NELF) as...
Kara Hagen Lyons
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Kara Hagen Lyons
West Chester, OH Probate Lawyer with 8 years of experience
(513) 777-2222 8310 Princeton Glendale Road
West Chester, OH 45069
Free ConsultationProbate, Estate Planning and Medical Malpractice
Salmon P. Chase College of Law, Northern Kentucky University and University of Miami School of Law
Ms. Kara Lyons joined Lyons & Lyons Law as the third generation of Lyons family attorneys, following in the footsteps of her late grandfather, Robert D. Lyons, and her Father, Robert H. Lyons.

Ms. Kara Lyons graduated summa cum laude from NKU’s Chase College of Law in 2015. While in law school, Ms. Lyons clerked for the Honorable Chief Judge Susan J. Dlott of the United States District Court for the Southern District of Ohio and worked as a law clerk in Luxottica Retail’s corporate legal department. Ms. Lyons was also elected to, and served on, the national board of the...
Christopher Paul Frederick
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Christopher Paul Frederick
Hamilton, OH Probate Attorney with 20 years of experience
(513) 737-5100 304 N 2nd St
Hamilton, OH 45011
Free ConsultationProbate, Criminal Defense, Estate Planning and Personal Injury
The University of Toledo College of Law
Robert Jason Howard
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Robert Jason Howard
Dayton, OH Probate Lawyer with 21 years of experience
(937) 262-7600 4130 Linden Ave Ste 304
Dayton, OH 45432-3000
Probate, Business, Estate Planning and Real Estate
University of Dayton School of Law
Jason has lived in the Miami Valley region all of his life. He grew up in the rural farm country of Greene and Clinton counties, attending school in Xenia and Jamestown and graduating from Wilmington High School. Jason graduated from Wright State University with a B.S. in Biological Sciences, followed by employment at Procter & Gamble in Cincinnati, Ohio where he worked in product development for Comet Cleanser. Jason earned his Juris Doctor from the University of Dayton, School of Law. During law school, Jason clerked for a litigation firm in Dayton with an emphasis in family...
Joseph Edwin Balmer III
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Joseph Edwin Balmer III
Dayton, OH Probate Lawyer with 35 years of experience
(937) 293-2141 1105 Wilmington Ave
Dayton, OH 45420
Probate, Business, Elder and Estate Planning
The Ohio State University Michael E. Moritz College of Law
Carl Duane Sherrets
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Carl Duane Sherrets
Dayton, OH Probate Attorney with 35 years of experience
(937) 299-9607 580 Lincoln Park Blvd.
Suite 399
Dayton, OH 45429
Probate, Elder, Estate Planning and Real Estate
University of Cincinnati College of Law
John Christy Kaspar
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John Christy Kaspar
Lebanon, OH Probate Attorney with 19 years of experience
(513) 932-2871 130 E Mulberry St
Lebanon, OH 45036
Free ConsultationProbate, Criminal Defense, Estate Planning and Family
I am an accomplished and well-respected trial attorney with diverse legal experience. My specific strengths include: * The ability to see the numerous facets of complex legal issues; * The skill to manage multiple priorities under dynamic circumstances with grace and competence; * Passion for zealous, principled advocacy on behalf of my clients. I have provided excellent representation in hundreds of civil and criminal cases in Brown, Butler, Clermont, Clinton, Delaware, Green, Franklin, Hamilton, Highland and Warren counties of Ohio, as well as pro hac vice admission in the Commonwealth of Kentucky....
John Maurice Holcomb
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John Maurice Holcomb
Hamilton, OH Probate Lawyer
(513) 892-8251 6 S 2nd St
Suite 311
Hamilton, OH 45011
Probate, Business, Estate Planning and Family
Diane Kappeler DePascale
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Diane Kappeler DePascale
Dayton, OH Probate Lawyer with 43 years of experience
(937) 223-0966 120 W. Second St. - Suite 507
Dayton, OH 45402
Probate, Criminal Defense, Divorce and Family
Forty years of experience throughout Ohio in negotiating settlements, trials, and appeals. Specialist in Family Relations Law — Ohio State Bar Association board certified since Jan., 2005. — Domestic Rel.: Divorce, Dissolution, Legal separation, or Annulment Child custody, parenting time schedules, support & health care Equitable division of marital property, and debt Spousal support (formerly known as alimony) — Juvenile: ...
Brian Wiggins
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Brian Wiggins
Dayton, OH Probate Lawyer with 12 years of experience
(888) 474-0703 5540 Far Hills Avenue
Dayton, OH 45429
Probate, Business, Estate Planning and Tax
Brian M. Wiggins is a leading lawyer at the Dayton legal office, Wiggins & Hall Law Group, LLC. Before beginning his career in law, Attorney Wiggins served in the financial services industry for five years. This financial background enabled him to easily transition to the fields of estate planning and administration, probate law, elder law, and asset protection. To learn about the services Attorney Wiggins may be able to provide you with, do not wait to call the firm today at (937)458-5810.
Jeffrey Allan Griffith
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Jeffrey Allan Griffith
Centerville, OH Probate Attorney with 24 years of experience
(888) 488-7878 1800 Lyons Road
Centerville, OH 45458
Free ConsultationProbate, Business, Elder and Estate Planning
Saint Louis University School of Law
Michael Paul Braun
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Michael Paul Braun
Hamilton, OH Probate Lawyer with 42 years of experience
(513) 887-4560 616 Dayton St
Hamilton, OH 45011
Probate, Estate Planning, Personal Injury and Real Estate
University of Dayton School of Law
Andrew White
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Andrew White
Dayton, OH Probate Attorney with 22 years of experience
(937) 898-5583 8153 N. Main Street
Dayton, OH 45415
Probate, Elder and Estate Planning
University of Cincinnati
Gary Charles Schaengold
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Gary Charles Schaengold
Dayton, OH Probate Attorney with 41 years of experience
(937) 299-9940 4 E. Schantz Avenue
Dayton, OH 45409
Probate, Business, Criminal Defense and Family
University of Dayton School of Law
Mark Anthony Conese
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Mark Anthony Conese
Hamilton, OH Probate Attorney with 41 years of experience
(513) 737-7044 26 South 3rd St
Hamilton, OH 45011
Free ConsultationProbate, Bankruptcy, Criminal Defense and Estate Planning
Jeffrey J Ferguson
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Jeffrey J Ferguson
Xenia, OH Probate Lawyer with 14 years of experience
(937) 502-1040 85 W Main St
Xenia, OH 45385
Probate, Estate Planning, Family and Tax
University of Dayton School of Law
Jeff is a partner in Ferguson & Ferguson LLC. and the owner of Ferguson Legal Group LTD. Recently acquiring the law firms of Cox, Keller and Lusardi as well as Miller, Finey and Mckeown (a firm founded in Greene county in the 1800's). The recent acquisitions allow us to offer services with 5 attorneys at two locations The two firms practice areas are Probate; Estate Planning; Trusts; Divorce; Family Law; Bankruptcy; Criminal law; Personal Injury; General Civil Litigation; Real Estate; Business Litigation; and Taxation. Our combined firms serve Greene,...
Daryle C. Tibbs
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Daryle C. Tibbs
Cincinnati, OH Probate Lawyer with 13 years of experience
(513) 793-7544 8845 Governors Hill Drive
Ste 450
Cincinnati, OH 45249
Free ConsultationProbate, Estate Planning, Family and Juvenile
Capital University Law School and Xavier University
Daryle C. Tibbs is a proud graduate of William Mason High School. She received her bachelor's degree from Miami University in 2006, her master's degree from Xavier University in 2007, and her juris doctor from Capital University in 2010. Daryle C. Tibbs received her Ohio license in May 2010 and her Kentucky license in May 2016.
Mr. Elliott Stapleton
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Mr. Elliott Stapleton
Cincinnati, OH Probate Attorney with 16 years of experience
(513) 334-0099 123 Boggs Lane
1st floor
Cincinnati, OH 45246
Free ConsultationProbate, Business, Elder and Estate Planning
University of Louisville
Helping families avoid unnecessary risks and plan for success. As an attorney with the law firm of CMRS Law, Elliott’s focus is on Estate Planning, Asset Protection, Probate, and Business law in Cincinnati, Ohio. Estate Planning services include drafting a Will, Living Will, Power of Attorney, Living Trust, Irrevocable Trust, and other inheritance documents. These services also pertain to Elder law and addressing questions on Medicaid and probate avoidance. As a Cincinnati Probate Lawyer Elliott Stapleton supports clients during the Estate Administration process. This includes filing Estate Tax returns, advising on asset distributions, and Will contest disputes. Elliott Stapleton also advises business...
Sallie Anne Conyers
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Sallie Anne Conyers
Mason, OH Probate Attorney with 21 years of experience
(513) 900-8858 5300 Socialville Foster Rd.
Suite 140
Mason, OH 45040
Free ConsultationProbate, Divorce, Estate Planning and Family
Salmon P. Chase College of Law, Northern Kentucky University
Sallie Conyers has been practicing law for 18 years after attending Salmon P. Chase College of Law and earning her BA from Miami University. Sallie has diverse experience in many different areas of law, including all aspects of Creditors’ Rights litigation, Labor and Employment, Contracts, Corporate matters and Workers’ Compensation. She spent several years in Business Administration, Regulatory Compliance and Risk Management although her primary practice area has always been in Domestic Relations and Estate Planning/Administration. This is a natural focus as she prefers those areas of law that require a more personal approach. Sallie is...
Michael J. Bergmann
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Michael J. Bergmann
Cincinnati, OH Probate Attorney with 41 years of experience
(513) 385-5574 6020 Cheviot Rd
Cincinnati, OH 45247
Free ConsultationProbate, Personal Injury and Stockbroker Fraud
University of Cincinnati College of Law
Why Choose This Firm?
For this law firm, going the extra mile for a client is a given. But here are SEVEN other ways that this firm stands out:

1. Mr. Bergmann brings more than thirty years of knowledge and experience to his handling of each client's legal matter.

2. Mr. Bergmann provides outstanding legal service for a reasonable fee.

3. The firm's staff are welcoming and helpful, from the scheduling of a client’s appointment through the conclusion of the matter.

4. Mr. Bergmann works with each client directly throughout the handling of the client’s legal matter. A client is never handed off...
Yanky Perelmuter
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Yanky Perelmuter
Cincinnati, OH Probate Lawyer with 8 years of experience
(513) 913-9545 10901 Reed Hartman Hwy
Suite 108
Cincinnati, OH 45242
Probate, Business, Estate Planning and Immigration
Salmon P. Chase College of Law, Northern Kentucky University
Yanky Perelmuter started his legal career at one of the fastest growing corporations in the United States, an Inc. 5000 and Fast 55 company. There he learned the intricacies of law and business from some of the most talented and capable lawyers and business people in the United States. Since then he has proven to be an extremely capable and expert lawyer.

Yanky believes we all have an obligation to make the world a better place, and that by positively impacting the life of a single person we can change outcomes for many people. That is why he became a lawyer...
Sarah P. Oberer
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Sarah P. Oberer
West Chester, OH Probate Attorney with 4 years of experience
(513) 449-0990 9078 Union Centre Blvd., Suite 350
West Chester, OH 45069
Free ConsultationProbate and Bankruptcy
University of Cincinnati College of Law
Often, people feel like they need a little extra help, an extra hand to hold during their tough battles in life. That can be especially true when you're dealing with family issues or trying to stay in the country against all odds. That's why I take my responsibilities seriously. Because it's not just a job, its someone's life. And I'm glad I get to hold your hand and win our fight together. I'm licensed to practice law in the state of Ohio. I graduated with honors in both Law and Criminal Justice from the University of Cincinnati. I handle cases...
Peter E Koenig
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Peter E Koenig
Cincinnati, OH Probate Lawyer with 42 years of experience
(513) 357-4333 105 E. Fourth Street Suite 300-K
Cincinnati, OH 45202
Probate, Municipal, Personal Injury and Real Estate
Case Western Reserve University School of Law
Peter has maintained a result-oriented law practice in Cincinnati for over 30 years. His practice focuses on zoning, land use, eminent domain, real estate, foreclosure, workouts, bankruptcy, receivership, probate, trust and estate disputes, contracts, personal injury, commercial and other complex civil litigation matters in Ohio and Kentucky. Peter is licensed to practice in both the State of Ohio and the Commonwealth of Kentucky, as well as the following federal courts: - US District Court, Southern District of Ohio - US District Court, Eastern District of Kentucky - US Court of Appeals, Sixth Circuit - US Supreme Court
Zachary D. Smith
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Zachary D. Smith
Cincinnati, OH Probate Attorney
(513) 275-1164 Centennial Plaza III
895 Central Ave Suite 305
Cincinnati, OH 45202
Probate, Arbitration & Mediation, Divorce and Family
University of Cincinnati College of Law
The owner of his own firm located in Cincinnati, Ohio, Zachary D. Smith focuses his practice exclusively on family law matters. Providing representation to clients throughout the state, he assists people who are facing the end of their marriage and helps them deal with such divorce-related issues such as property division, child custody and visitation, and spousal and child support. An accomplished litigator, Mr. Smith is also a trained family law mediator and has extensive experience in collaborative divorce proceedings as well. Other family law matters that Mr. Smith handles include paternity disputes and the obtaining of protective orders for...
Moshe Toron
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Moshe Toron
West Chester, OH Probate Lawyer with 24 years of experience
(513) 563-3007 9078 Union Centre Blvd
Suite 350
West Chester, OH 45069
Free ConsultationProbate, Elder and Estate Planning
Northern Kentucky University
Mr. Toron focuses his practice in the areas of Elder Law, Medicaid Planning, Nursing Home Planning, and Estate Planning.

Moshe works with families to help them address their long term care needs, such as applying for Medicaid Nursing Home benefits.

Moshe began his career as the chaplain of Cedar Village – The Jewish Nursing Home of Cincinnati. His duties at Cedar Village included counseling the elderly and their families. During his tenure, Mr. Toron enrolled in the Chase College of Law, where he established himself as an award winning student. He was a member of the Dean’ s List four...
John Arthur Schuh
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John Arthur Schuh
Cincinnati, OH Probate Attorney with 46 years of experience
(513) 321-2662 2662 Madison Rd
Cincinnati, OH 45208
Probate, Bankruptcy, Business and Collections
Salmon P. Chase College of Law, Northern Kentucky University
I have 37 years of experience as a bankruptcy attorney and most enjoy resolving complex commercial matters. Over the course of many years I've seen it all from both the creditor and debtor perspectives. While the early years of my practice were focused on the representation of banks and financial institutions, an area I still handle, in more recent years I have taken the experience and respect I have earned within the creditor rights community to assisting financially distressed businesses and individuals to restructure their finances in many unique innovative ways. I am an excellent great communicator...
Beverly A Stull
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Beverly A Stull
West Chester, OH Probate Lawyer with 12 years of experience
(513) 324-4183 9078 Union Centre Blvd, Suite 350
West Chester, OH 45069
Free ConsultationProbate, Elder and Estate Planning
University of Cincinnati College of Law
I have the experience to help you settle the estate of a loved one, guide you through Medicaid planning and application, or help you plan for your own times of incapacity or death. I also have the patience and understanding to guide you with compassion during difficult times. With offices in Blue Ash, Hyde Park, and West Chester, I can meet where it is convenient for you. For more information about me, please view my website www.law-stull.com
Paul Kellogg
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Paul Kellogg
Cincinnati, OH Probate Lawyer with 30 years of experience
(513) 985-2500 9521 Montgomery Road
Cincinnati, OH 45242
Free ConsultationProbate, Business, Estate Planning and Real Estate
University of Dayton School of Law
For over 20 years Paul has helped individuals and businesses with a variety of personal and business transactions. Individuals come to Paul for assistance with wills, trusts, estate planning, probate, and residential real estate transactions, while his business clients utilize his experience to provide guidance with business strategy, contract drafting and negotiation, mergers and acquisitions, trademarks, corporate governance, and licensing. Many of Paul’s business clients see him as their outside general counsel.

Prior to joining Phillips Law Firm, Inc. Paul served as the Vice President and General Counsel for two privately held companies and as the Director of Estate and Business...
Barry Zimmer
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Barry Zimmer
Cincinnati, OH Probate Attorney with 45 years of experience
(513) 721-1513 9825 Kenwood Road
Suite 201
Cincinnati, OH 45242
Probate, Business, Elder and Estate Planning
University of Cincinnati College of Law
I founded THE ZIMMER LAW FIRM in June 1993, to practice in the areas of Estate Planning, Estate Administration, and Business Succession Planning. My goal was and continues to be helping clients understand and de-mystify the often confusing world of Estate Planning in an ever-changing society, and to implement effective Estate Planning with minimal effort and time investment. The firm works from the belief that planning should always be driven by purpose. As a result, there are no “canned” or pre-set planning solutions. Instead, I help clients identify their goals first and then build estate and business plans based on...

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