Over 60 years of insuring what matters most.

Planning for intergenerational wealth: Estate Planning Services from Haas, Haas + Associates

For over 60 years, Haas, Haas + Associates have been building and preserving family wealth through a holistic and proactive approach to estate planning. Using our Personal Financial Needs Assessment, we first help you explore and clarify your expectations and dreams for the future. Only then will we develop your financial plan to realize them, recommending the appropriate products to meet your wealth accumulation goals, both short-term and long-term.
Regardless of your net worth, estate planning is vital to maximize family wealth, in fulfilling your wishes for your estate and for providing peace of mind now and in the years to come. Planning ahead for all the issues that may arise at the end of life eliminates unnecessary complications and emotional stress for those left behind. From tax-free gifts to special needs trusts, Haas, Haas + Associates can help you continue to provide for your family after you are gone. We work in concert with your accountant, legal and other financial advisors in designing an estate plan that will minimize survivors’ expenses, limit fee and tax exposure, and ensure that remaining assets are transferred without delay.
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HAAS Cares

HAAS Cares

Bill Haas has been recognized by University Hospitals Geauga Medical Center for creating the Hero of the Month Program which honors outstanding hospital staff members, physicians and volunteers.
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HAAS Wellness

At Haas we do more. It’s not just the right policy, it’s that personal touch that only comes when you have served your clients for as long as we have. Your wellness and your employee’s wellness is important to us.

That’s why we have assembled some of the best health insights and tips from some of our top local talent. Check out our monthly articles, they’re easy to read, easy to post in your breakroom or at home on the fridge.

It’s just one of the ways, Haas gives back.

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how to find us

We are conveniently located in the Eltech building at 100 Seventh Ave in Chardon. We also can meet you in our satellite office in Beachwood by appointment only. We look forward to serving you!



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