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The OBrien Law Firm

Estate & Trust Planning Information Center

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Home / Resources / Client Resources

Client Resources

Thank you for visiting our Client Care Center, created exclusively for our valued clients. The purpose of this area is to provide you tools that you can use to keep your estate plan up-to-date and review new activities happening at the law firm.

Estate plans are a lot like owning a car. They work well if you keep them serviced over the years. But your older model car may need a tune up once in a while. Likewise, tax and estate planning laws are continually updated which changes the way people plan and update their plans. With change, comes opportunity. These changes often provide new planning techniques and more protection than ever before. Since our law firm focuses primarily on estate planning, we keep up on the latest planning options available to deal with and protect against the real-life issues you and your family are facing in today’s hectic world.

That is why it is important to review your estate plan with us periodically to make sure it takes into account any changes you may have had since first creating your estate plan.

Some of these changes may be due to a death in the family, a divorce in the family, births, adoptions, second marriages or a new inheritance. These changes can have a dramatic affect on your estate plan if not planned for carefully.

If you are ever in doubt of how any of these changes can affect your current estate plan, please contact our office. We will gladly review your plan to see what if anything needs to be done.

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Testimonials

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Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.

Anonymous Client Review September 8, 2020

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Personal, professional service and follow up. Did what he said he would do at the agreed price.

Paul Client Review September 8, 2020

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Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.

Jim Client Review September 8, 2020

Willoughby Office

WILLOUGHBY
38027 Euclid Avenue
Willoughby, OH 44094
Phone: (440) 951-1525
Fax: (440) 951-1807

Beachwood Office

BEACHWOOD
25550 Chagrin Boulevard, Suite 100
Beachwood, Ohio 44122
Phone: (216) 472-1500
Fax: (216) 593-0914

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

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The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

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