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Services Provided By Aaron Vaughn

As part of our firm’s comprehensive services, we offer sophisticated and tailored solutions for our clients. Because the circumstances and goals of each client are unique, we provide advice and estate planning document drafting only after full consideration of the client’s personal and family circumstances, goals and intentions, charitable inclinations, types of assets, risk tolerance, and net worth, and the effect of income, estate, gift, and generation-skipping taxes.

Representative services include:

Planning

  • Review and assess current estate plan
  • Multi-generational wealth planning
  • Asset protection planning
  • Tax minimization strategies
  • Charitable planning and giving
  • Business succession

Preparing Appropriate Documents

  • Wills
  • Revocable trusts and irrevocable trusts (See Trusts and Trust Administration)
  • Deeds, bills of sale, and assignments of real or personal property to a trust or other entity
  • Letters of guidance to children and other family members
  • Letters of instruction to trustees
  • Agreements creating LLCs, family partnerships, and other entities to manage family investments and endeavors
  • General durable powers of attorney (“financial power of attorney”)
  • Powers of attorney escrow letters
  • Health care powers of attorney (“health care surrogate designation”)
  • Living wills
  • Organ donation registration forms
  • HIPAA waivers
  • Real estate documents
  • Drafting buy-sell agreements for business owners

Effectuating and Maintaining the Estate Plan

  • Work with clients and their financial advisors to ensure that assets are titled properly and beneficiary designations are appropriate in the context of the estate plan
  • Guide the initial registration of entities with appropriate authorities, including federal and state taxing authorities and state regulatory agencies
  • Provide ongoing advice regarding annual or other periodic gifting to individuals or trusts, to optimize the transfer tax results
  • Continue dialogue with clients so that any changes in a client’s circumstances, family structure, and preferences can be incorporated into the estate plan
  • Maintain a relationship with the client’s other professional advisers, including CPAs and investment advisers, to coordinate planning efforts and ensure that all elements of the client’s estate plan and financial plan continue to work together harmoniously

Document Information

Wills

A Will is a document that provides instructions for the distribution of your property after your death. A will can also provide instructions for the guardianship of minor children.

Trusts

A Trust is a document that allows you to designate an individual to hold your property for the benefit of someone else. You appoint a trustee to control the distribution of your assets after your death. The trust is an agreement that provides instructions on how and when the trustee should distribute certain assets to your beneficiaries. A trust can be a useful tool if you want to place certain conditions on how and when your property will be distributed.

Health Care Power of Attorney

A Health Care Power of Attorney is a document that appoints a representative to make Health Care Decisions for you in the event of your incapacity. This document allows your designated representative to consent to treatment and also receive information about your condition.

Living Will

A Living Will is a document that provides your instructions about end of life decisions. This document is where one would indicate his or her preference to use or not use artificial means to prolong his or her life.

Durable Power of Attorney

A Durable Power of Attorney for Finances is document that appoints a representative to handle all of your financial affairs if you are unable to do so. In this document, you can give a representative the power to do such things as buy and sell stock, purchase insurance, renew your license plates, pay bills, file tax returns. You can even designate someone to run your business if you are unable to do so.

Probate

Probate is a public process by which the court determines the validity of your will and allows creditors to make a claim against your estate. With proper planning, most individuals can avoid a probate process for their loved ones.

Your Trusted Advocate & Advisor

Aaron Vaughn grew up in Dayton, Ohio. He attended Bowling Green State University where he obtained his BSBA in Business Pre-Law and International Relations. He then went to Ohio University and pursued his Masters Degree in International Relations. Aaron attended Case Western Reserve University where he was awarded his Juris Doctorate degree, and was admitted to the Bar in 2002. Aaron began a financial planning practice with Ameriprise Financial in 2002 and continues to grow that business. The synergy between being a holistic financial planner and an estate planning attorney gives Aaron a unique perspective when it comes to helping families plan for all of the eventualities of life.

Aaron lives in Rocky River, Ohio with his wife Mary Beth and his sons. He helps his sons’ Cub Scout Pack by working as the Cub Scout Master. He also volunteers at his sons’ school by running an Entrepreneurship and Investing Club and leading the Finance Committee for St. Christopher Parish. He enjoys spending time with his family, camping, hiking and reading.

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