Qualified Legal Services

Personalized Estate Planning & Elder Law Services in Greater Cleveland

My clients know me as Margie. For over 20 years, I’ve been dedicated to helping individuals and families across the greater Cleveland area with estate planning and elder law as well as long-term care planning, and business advisory services. Planning for the future can be overwhelming, but my team and I are here to guide you with compassion, expertise, and personalized attention.

We believe in making the complex simple. Whether you’re planning your estate, protecting your assets, navigating elder law matters, or ensuring a smooth business transition, we work closely with you to develop customized legal solutions tailored to your needs.

Why I Chose Estate Planning & Elder Law

Helping others has always been my passion. Growing up in a family where my father married later in life, I saw firsthand the importance of planning ahead. This personal experience shaped my commitment to guiding individuals and families through critical life decisions with confidence and peace of mind.

Good planning is essential at every stage of life, particularly for those nearing retirement. My focus as an estate planning and elder law attorney allows me to provide the specialized knowledge and support needed to navigate these important legal matters.

My Approach: Personalized, Thoughtful, and Client-Focused

I believe every client’s situation is unique. That’s why my approach is simple:
✅ I ask the right questions.
✅ I listen carefully.
✅ I ensure you fully understand the legal documents I recommend and how they serve your goals.

From wills and trusts to Medicaid planning, business succession, and probate administration, I make sure you have a clear, comprehensive plan that gives you confidence in your future.

Areas of Practice

✔ Estate Planning – Wills, trusts, powers of attorney, and healthcare directives.
✔ Elder Law & Medicaid Planning – Protecting assets and securing long-term care options.
✔ Business Advisory – Succession planning, mergers, acquisitions, and reorganizations.
✔ Probate & Asset Protection – Ensuring smooth estate administration and tax-efficient strategies.

Let’s Plan for Your Future—Together

I know that making legal decisions about your future can be daunting. That’s why my team and I take the time to explain every step of the process, so you feel comfortable and confident in your decisions—whether they are immediate or long-term.

📞 Call or email me today to schedule a consultation and learn how we can help you and your family prepare for the future with peace of mind.