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The OBrien Law Firm

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Home / Services / Legacy Planning

Legacy Planning

The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning.

Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts and personal property. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.

We offer a wealth of free information and free estate planning Workshops in our area. Read our Estate Planning Articles or join us for a free Estate Planning Workshop.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.

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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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