The Estate Planning Team, Inc.

Welcome to the website of The Estate Planning Team, Inc & radio talk program Financial Food for Thought on WHK 1420AM Saturdays from 9:00am to 10:00am

The Estate Planning Team, Inc. is a local fee based planning firm that has been helping people in the Greater Cleveland area for over 30 years through objective comprehensive, customized, coordinated planning. Experts in areas related, Retirement, Income Tax, IRA/Roth planning, Cash flow planning, Estate planning & much more! Helping people solve problems, save money and use the tools & planning strategies available to maximize assets & minimize what the government gets!
Financial Food for Thought is a radio talk show on WHK1420AM Saturdays 9:00AM to 10:00AM! This show is designed to educate listeners with objective, helpful information about issues affecting people from pre-retirement, retirement & estate planning stages. It covers planning strategies & concepts!
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  • Will vs. Trust: Is One Better Than the Other?
    When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences
  • Are You Ending 2016 Healthy, Wealthy, and Wise?
    Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and
  • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?
    If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
  • Do I need to make any changes to my Medicare coverage for next year?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
  • What changes can I make during this year's Medicare Open Enrollment Period?
    Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment
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 Disclaimer: The Estate Planning Team, an Ohio Registered Investment Advisor. The website is for informational purposes only and should not be acted upon without professional advice. The Estate Planning Team, Inc. is a fee based planning organization that offers a free, no obligation consultation to discuss your questions or concerns related to you and your family's financial life. For a consultation, call The Estate Planning Team, Inc. at (440) 239-2090 or visit