Trusts are governed by the Ohio Revised Code Title 58, which you can read here: ORC Title 58 – Ohio Trust Code.
Here are the basics on trusts:Continue reading
Trusts are governed by the Ohio Revised Code Title 58, which you can read here: ORC Title 58 – Ohio Trust Code.
Here are the basics on trusts:Continue reading
Valente Law counsels clients in the Cleveland and Akron areas who have recently inherited assets or been asked to manage their parents’ assets. Whether you are getting an inheritance as an heir or will be acting as the successor trustee for a parent that has passed away, Valente Law can help you navigate the technical, legal issues in working with the next generation of heirs by:Continue reading
New clients always ask, “what should I think about before our first estate planning meeting” and I always answer by sending this questionnaire. In addition to the below questionnaire take a look at our comprehensive Will, Trust and Estate Planning Lawyer Page.
What follows is my standard estate planning questionnaire that I use for my estate planning clients in Cleveland, Ohio and Akron, Ohio. As an estate planning attorney, I always appreciate when a client comes prepared and knows what to think about. Please call Valente Law at (330) 665-5000 to discuss your estate plan! We offer free initial consultations, so it really is a no lose situation!
Here is a link to the estate planning questionnaire in its entirety with proper formatting:
Estate Planning Questionnaire – Valente Law, LLC – 2017 Update
And here is the estate planning questionnaire in text form:Continue reading