mahoning valley historical society

services: Estate & Gift Planning

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Peace of Mind Today…Continued Confidence to Come.

Taxes. Probate. Wealth distribution. Protecting your legacy is a complex, emotionally charged issue—and inadequate estate planning can get your family into a financial pickle. Not on Packer Thomas’ watch.

From the initial conversation to the completion of a detailed plan, we offer a comprehensive array of estate-planning services to place your assets exactly where you see fit. Packer Thomas maintains an objective view and will work with your legal counsel, key advisors, and other essential third parties to make the transition of your estate as smooth as possible.

It’s never too early to safeguard your personal and professional interests—simplifying a complex set of factors, including family and business relationships, financial security, privacy, insurance needs, tax savings, and long-term social goals, our professionals can help you:

  • Develop proper asset distribution
  • Create a business exit strategy
  • Protect assets from creditors
  • Avoid probate
  • Save taxes and administrative costs

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