Virtually all our clients share one trait: They have worked hard and invested carefully to provide financial security for their heirs and other beneficiaries.
They have turned to Walter | Haverfield for advice because they know that what they leave is only half the story. The other half is how they will leave it — for minimum tax obligation, maximum administrative efficiency and peace of mind. In short, they want to make every possible dollar pass along to those they want to remember.
Our Estate Planning attorneys help clients make the right lifetime decisions by following a systematic process of detailed information-gathering and analysis. Once this is concluded, we present all reasonable alternatives to the client so that he or she can reach an informed decision — in concert, if desired, with family members and other advisers. Finally, we prepare all appropriate documents and make sure they are properly executed.
Our Estate Planning attorneys help clients make the right lifetime decisions by following a systematic process of detailed information-gathering and analysis.
Because our firm provides a broad range of legal services to family-owned or otherwise closely-held businesses, we are intimately familiar with the estate-planning issues that business owners face — including asset liquidity, business valuation, transfer of ownership and management control, and the integration of personal and company-sponsored plans. These and similar issues faced by all high net worth individuals require the kind of creative strategic thinking that Walter | Haverfield attorneys are particularly qualified to provide.
Evidence of our uncommon expertise is found in the leadership roles we play in such organizations as the Cleveland Bar Association's estate planning section, along with our involvement in the Cleveland Society of Estate Analysts and the Estate Planning Council. We publish widely in national publications and teach estate planning at local law schools. Our attorneys are also sought after as speakers at national and local seminars for other professionals.
It is never too early to plan for your survivors' financial and emotional security. We are prepared to help you do this in a professional and thorough manner.
