Qualified Legal Service

My clients know me by my first name, Margie. For more than 15 years, I’ve been serving the greater Cleveland area with quality legal representation regarding all aspects of estate planning, elder law, long-term care planning, and business advisory. I understand that planning for the future can be stressful and confusing. My team and I  give each case the personal attention it deserves in a caring and professional manner. We work to help our clients understand the complex aspects of preparing ahead of time for life events.

I believed early on that helping others was what I wanted to do in life. Growing up in a family where my father married later in life, I came to learn about some of the common problems faced by my clients today. Good planning is essential at any stage of life, but especially so for those approaching retirement. My outlook led me to focus on becoming an estate planning and elder law attorney and uniquely prepared me to comprehend and assist individuals who require professional guidance in the legal affairs often associated with the senior years.

“My philosophy is simple. Each client and their needs are unique so I ask the right questions and listen carefully.”

I completed my graduate studies at the University of Akron’s School of Law and received my Juris Doctor. My practice focuses on assisting seniors and families with issues related to estate plans, wills, trusts, powers of attorney, health care directives, Medicaid planning, probate administration, tax planning, asset protection, and other matters. In addition, I am experienced in handling business succession planning, including mergers and acquisitions, reorganizations, and liquidations.

My goal is to provide you with a high level of service that will help you achieve your goals while minimizing stress and anxiety. My philosophy is simple. Each client’s needs are unique, so I ask the right questions and listen carefully. My team and I make sure our clients have a complete understanding of the legal documents I recommend and have customized to achieve their personal goals. I want my clients to feel comfortable about the steps they are taking to address their needs, regardless of whether they are immediate or long-term in nature. And I always answer questions and/or explain legal terms so clients fully understand the process.

Call or email me today to learn how my team and I can help you and your family fully prepare for the future!