Ron's path to launching Estate Plan 4 You was paved by the lessons of two family legacies. His grandfather, who taught him how money works and introduced him to this very industry. A hardworking man who taught him the basics of financial stewardship, passed away without a solid financial estate plan, leaving his resources to vanish with him. As his mother poignantly put it, “His money died with him.” His wealth disappeared, and his wishes went unfulfilled. Leaving his wife in a bad financial position.
In contrast, his uncle took a different path. He planned ahead, built beyond his pension, and created a foundation that protected his wife after his passing. His uncles planning with intention, secured long-term care for his wife. That level of foresight and care became the model.
That contrast taught a lifelong lesson: preparing for the future is one of the greatest gifts you can leave behind. This inspired a mission: to ensure others don’t have to learn these lessons the hard way.
Will was thrust into the importance of estate planning through heartbreaking loss. His mother was admitted to the hospital for anemia treatment at 66. A sudden reaction during a transfusion placed her on life support, despite her Do Not Resuscitate (DNR) wishes.
Though she had a Do Not Resuscitate (DNR) order, emergency protocol overrode her wishes. With no power of attorney or advanced directive in place, the hospital was legally bound to maintain life support for 48 hours. The family was powerless—forced to watch her linger in a state she never wanted. Without legal directives or power of attorney, the family had no authority to honor her decisions or their own.
That moment made one thing heartbreakingly clear: estate planning isn’t just about money, it’s about ensuring your voice is heard, your wishes are respected, and your loved ones are protected. From that day forward, he knew he had to be part of the solution.
At our core, we are dedicated to helping individuals and families protect their legacy through thoughtful financial and estate planning. With over 40 years of combined experience in business ownership, retirement strategy, tax-advantaged planning, and asset protection, our mission is simple: to provide peace of mind through preparation.
We believe estate planning is more than a financial task, it’s a vital step in ensuring your wishes are honored, your loved ones are protected, and your assets are preserved. That’s why we’ve partnered with the industry’s leading estate planning software provider, making it easy and affordable to create legally sound plans that cover everything from healthcare directives to retirement account protection.
We’re here to guide you in making informed, confident decisions, so you can face the future with clarity and leave behind more than wealth: a lasting legacy.
Office Locations:
Dayton, OH
Youngstown, OH
***Doing business in all 50 states
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