Trust and Estate Planning Lawyers
Mourning the loss of a loved one is difficult enough. Proper estate planning can be a valued gift for those you leave behind.
Routinely working with family-owned and closely-held businesses, the estate planning attorneys at Wegman Hessler are well versed on issues that face business owners, leaders and their families. We coordinate with financial advisors, accountants and other trusted professionals to create a customized plan that optimizes tax benefits and protects wealth.
Cleveland trust / estate planning lawyers at Wegman Hessler recognize that the accumulation of wealth is only part of the story. The future financial security of your family and the transfer of wealth to loved ones (or other beneficiaries) is just as important.
Our team of Ohio trust and estate attorneys are known for their creative thinking and legal expertise when it comes to estate planning. We work with you to manage the complexity of issues that face business owners and high-net-worth individuals when planning for the future. When you need an experienced estate litigation attorney, look no further.
The estate law experts at Wegman Hessler provide sound legal counsel on all aspects of estate planning. This includes trust design and administration (including family offices), wealth preservation, and its eventual transfer to others. We help keep you informed on methods to minimize the impact wealth and assets when transferred.
Our approach is collaborative. We can work closely with with your financial planners, accountants, and other trusted advisors to create a customized plan to help you take advantage of any and all available tax benefits and gifting options.
From preparing wills to complex trusts to navigating family disputes, we stand ready to help you anticipate and prepare for what's ahead. It is a privilege to help you manage and preserve your assets for future generations in accordance with your wishes.
- Last wills and testaments
- Long-term care
- Durable general powers of attorney
- Durable health care powers of attorney
- Living wills
- Transfer on death designations
Trust and Estate Administration
- Family offices
- Review of beneficiaries
Asset protection and legacy planning
- Trusts for children and grandchildren
- Irrevocable trusts
- Charitable planning
- Probate avoidance trusts
- Tax shelter trusts
- Transfer of wealth strategies
- Gifting plans
We help you protect what you're earned.
If you're a business owner, operator or individual looking for a trusted advisor on wills, trust and other estate matters, or if you would like to review your current plan, please schedule a consultation with one of our estate planning attorneys. We would be happy to meet with you and answer your questions.
Call us to schedule a no-cost, no-obligation call to see what Wegman Hessler can do for you. From multi-million dollar estate strategies to simple wills and trusts, we help you structure your estate for an efficient transfer of wealth according to your wishes.
Estate planning can be complicated. Relationships... family matters... business assets and accounts. We help untangle the details to allow for a smooth, efficient transition that beautifully reflects your preferences and wishes.
With deep experience in family-owned businesses and high-net-worth estates, we help you uncover and address any unique considerations, with strategies and creative ideas to help you preserve estate wealth and minimize taxes.
Protect Your Legacy
We help guide you through the considerations and best practices of estate plans to help ensure your wishes are followed. From foundations and trusts, to the transfer of wealth, we help ensure your legacy is secure.
13,567 and counting...
Most business leaders spend a lifetime accumulating wealth and building an estate. That legacy deserves protection.
Since 1968, Wegman Hessler has worked with more than 13,567 clients on probate and estate-related matters. We provide expert legal counsel on a variety of estate planning, trust, guardianship and probate matters. Our work with clients has helped make the difficult task of growing, protecting and distributing wealth easier for thousands of families.
Routinely working with family-owned and closely-held businesses, we are well-versed in issues that face owners. We also coordinate with financial advisors, accountants and other trusted professionals to create a customized plan that optimizes tax benefits and protects wealth, in accordance with the individual's wishes.
Wegman Hessler assists our clients in identifying and understanding their particular wishes concerning the use of their property during their lifetime and its distribution following their death. We also help clients avoid common pitfalls and determine the legal documents and estate planning tools that best suit their individual needs and circumstances.
It is important to keep in mind that estate planning is an ongoing process. Each estate plan should be reviewed and updated as life progresses to be certain that goals and objectives are still being met. The lack of an adequate estate plan can create unnecessary financial and personal burdens on your family and loved ones.
The initial consultation is at no charge. We invite you to get in touch.