Who is the Perfect Fiduciary? 

A fiduciary is a broad legal term. Essentially, a fiduciary is a person who is invested with rights and powers to be exercised for the benefit of another person. A fiduciary in the context of this article is an administrator of an estate, a trustee of a trust, a court appointed guardian, or an agent of a power of attorney. Some people are able to easily name a fiduciary, often selecting their spouse or only child. However, other people struggle when there are not enough or too many options from which to choose.


  From Our Blog: Embracing Death

If you are like me, you may not like thinking or even talking about dying, especially if it's about you or a loved one. I frequently see the same discomfort in my clients' faces when we discuss the subject. Discomfort and denial help many of us avoid the topic. Yet death can't be avoided - at least not yet...


Volume 7, Issue 1


We are pleased to welcome Attorney Ethan Welch to the firm. As an associate in our Cleveland office, Ethan will assist clients with their estate planning, elder law, probate, and guardianship needs.

Attorney David Banas joined the board of United Cerebral Palsy of Greater Cleveland and currently serves on their Development Committee.

Upcoming Events

March 20-21, 2017
9:00 a.m. - 4:30 p.m.
CMBA Conference Center
1375 E. 9th Street, Cleveland

Professionals - This two-day comprehensive course will become your ultimate guide to estate planning. Attorney John Harrison is on the faculty. 12.0 CLE, 14.0 CPE  
Click here for details and registration.

Saturday, April 8, 2017
8:30 a.m. - 4:00 p.m.
Merwin's Warf
1785 Merwin Avenue, Cleveland

Join Attorney Linda Gorczynski for a unique one-day retreat where moms will be empowered and given tools needed to advocate for their children at school. Throughout the day, moms will also have the opportunity to relax, recharge, and network.  Registration required.  
Click here for details and registration.

Turning Your Obstacles into Opportunities