NEW! Episode 57 Features Attorney, Author – Estate Planning Specialist

Attorney Tim Semro is a board-certified specialist in estate planning, trust and probate law. He recently joined Chuck Boyk on episode 57 of the Boyk Brief podcast to talk about estate planning and his new book, Your Money Your way.

“About 10 years ago, the Ohio Bar Association decided they wanted to have a designation that would… say to the public, this person practices in this area exclusively, and we’re held to a higher standard. I think in Toledo, under 10 attorneys have that designation. You have to be in practice for five years, and then there’s an exam that you have to take that covers estate planning, probate and trust questions. And then every year after that, we have to take advanced continuing education, not just the regular continuing education. And then every five years, we have to recertify.”

Attorney Tim Semro talked about the motivation for writing his book Your Money Your Way. “I got this idea to write the book, because people are often hesitant to come in and meet with an attorney. And what I wanted to show them is that it’s not a scary proposition to come in and meet with the attorney and have a conversation.”

His book uses client stories, (fictional, but based on actual situations), to cover typical estate planning scenarios in an engaging way. It’s designed to be a quick read – about 90 minutes to 2 hours – and each chapter ends with explanations of relevant documents and their importance.

Similar to what we do at Boyk Law, he also makes his book available as a free download from his firm’s website, www.semrohenry.com, and they provide hard copies if requested.

His firm, Semro Henry, Ltd. has a system set up where they can handle any client from, “the first go around when people have a child and they need to have to get a guardian named, to end of life situations, and more complex planning.”

“In the book,” says Chuck Boyk “it seemed like a lot of the clients didn’t even understand what they wanted to achieve, and your job was almost to bring them along so you could help them identify their problem?”

“We’re dealing with death and taxes, so it’s going to affect everyone,” says Semro. “Everyone needs a will… no matter where you are in life… Oftentimes people will come to us and they’ll say, hey, I need a will, or I need a trust, and they don’t really have any idea what that means,” says Semro. “Sometimes we’ll ask questions ahead of time,” he explained. “But I never want to put a barrier in front of them to get to that first meeting… Let’s sit down and have a talk and see where it goes. Because oftentimes, in just a few questions, we can start narrowing in. Remember, those are just tools, all the different trusts and other things we have to figure out how to solve the problem, and then we’ll use the right tool for that… What is their situation? What do they need? And what is the right tool?”

Episode 57 of the Boyk Brief featuring Chuck Boyk’s conversations with Estate Planning Attorney Tim Semro is available on YouTube, youtu.be/RwJY9QJVWXg Spotify, Apple, iHeart or
wherever you download your podcasts.

Check out more episodes of The Boyk Brief podcast on our website: charlesboyk-law.com/the-boyk-briefpodcast/.