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The Estate Planning Team, Inc. & former radio show
Financial Food for Thought

16600 Sprague Road, Suite 285
Middleburg Heights, OH 44130

Phone:

440.239.2090

E-mail:

kwaddell@tept.com

Welcome to the website of The Estate Planning Team, Inc & former radio show Financial Food for Thought

The Estate Planning Team, Inc. is an affordable fee based Ohio Registered Fiduciary planning firm that has been helping retirees & people thinking about their future retirement in the Greater Cleveland/Akron area for 39+ years through objective, unbiased advice & analysis. We help people know what steps to take and strategies to use, how much they can really afford spend, how to create future tax efficient income, how much risk necessary to take on to accomplish long term goals, how to use opportunities and avoid traps in the complicated tax code.   

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Free Consultation

Contact us for a free consultation by phone or in person at (440) 239-2090 or email kwaddell@tept.com

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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