Estate Strategy in North Royalton, Ohio

Most people want the savings they have built to go where they intend, with fewer surprises for the people they leave behind. We help families in North Royalton and across Northeast Ohio plan for that, working alongside your estate attorney.

Who is this for?

• Parents and grandparents who want to leave money to family
• People who want to leave part of their savings to a charity or cause
• Anyone whose estate plan has not been updated in years

How do we help?

We look at what you own, who you want it to go to, and whether your accounts and beneficiary choices match those wishes. Then we coordinate with your attorney, who prepares the legal documents, and your CPA on tax questions. We revisit the plan with you as your family and finances change.

Talk with us

Call 216-640-7470 or email info@brookhavengrp.com to set up a first meeting at our office at 13700 State Road in North Royalton.