For most people, nothing in life is as precious as family. That is why I take great pride in helping clients establish estate plans that avoid the probate of assets, that reduce or eliminate estate taxes and that settle matters quickly to best benefit the heirs.
My name is David Lefton, and in my office, at Barron Peck Bennie & Schlemmer, you are a person – not a file. I treat my clients the way I would expect to be treated. When you schedule an appointment, you will meet with me personally, not a secretary, legal assistant or paralegal. Your emails and phone calls will be returned promptly. You will be treated by me, and my support staff, in a professional, friendly and ethical manner.
My method is simple. I view each client as unique, because each individual and family has its own dynamics. We will work together to identify what you want to achieve by discussing your concerns, goals and objectives. I will give you information about:
Depending on your circumstances, we may also discuss other available tools in the estate planning arsenal. I will explain your options and then, together, we will develop a plan to achieve objectives that are personal to you.
This approach provides you with the personal attention that you deserve. Unlike many other attorneys or law firms that draw up a will or trust as a one-time transaction, I care about the life you will lead after your estate plan is completed. My goal, with each client, is to become a trusted and lifelong advisor, always available to answer questions and revise plans as life circumstances change.
I want to help you. You will find my office conveniently located in the Cincinnati community of Oakley, on Madison Road, near Oakley Square. We provide free parking. My firm also has a satellite office in Over The Rhine (OTR) outside downtown Cincinnati.
Please call me or – better yet – schedule an appointment. I will listen closely and answer your questions directly. I will strive to provide you with the peace of mind that can only come from an attorney with over 25 years of estate planning, probate, trust and business law experience.
I invite you to explore my website and read my blog, newsletters and other resources, such as, “What to do Upon the Death of a Loved One”. Finally, if you have a question about whether you should attend to your estate planning, I encourage you to take the Estate Planning Wellness Quiz.