Roetzel’s Estate Planning Team is committed to understanding your unique wealth planning priorities and objectives, particularly when it comes to family succession planning. We take the time to get to know you, your family, and your business, allowing us to craft customized strategies that maximize benefits while respecting the personal and confidential nature of these matters. With offices in Ohio, Florida, and Illinois, we offer access to counsel admitted in multiple states, bringing national expertise to the table. Most of our attorneys have decades of experience in estate planning, and our team includes professionals with CPA certifications, master’s in taxation degrees, and specialists in estate planning and federal taxation.
Our attorneys focus on creating flexible estate and business plans that adapt to life’s uncertainties, shifting economic climates, changing laws, and evolving family dynamics. We emphasize minimizing taxes and ensuring that your wealth is preserved and effectively transferred to the next generation. With decades of experience and a deep understanding of multigenerational wealth planning, we provide practical solutions that support your family’s long-term goals.
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