Leaving a legacy

Thursday, October 29, 2015 | 8:00 AM – 9:00 AM ET


Leaving a legacy

In the midst of planning for estate tax reduction, control of property, and related income tax issues, planning for “peace of mind” and family harmony often receives less attention. Addressing these issues in concert with the tax and control issues increases the likelihood of success of the estate plan.


  • Passing your values and valuables to family and charity 
  • Uncomfortable conversations 
  • Resolving issues to ensure harmony 
  • Should you have a family meeting?


McDonald Hopkins LLC
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114

Complimentary Valet Parking is available on Superior Avenue in front of the Fifth Third Center.