Akron, Cleveland Estate Planning Attorney Explains Health Care Power Of Attorney

POA Form

Akron, Cleveland Estate Planning Attorney Explains Ohio Health Care Power Of Attorney

In our experience assisting clients in and around Akron, Hudson, Cleveland, Westlake, and Independence, Ohio, we hear many questions about the very important Ohio Health Care Power Of Attorney (HCPOA).  Here we answer some of these questions.Continue reading

2017 Estate Tax Exemption Amount – 2017 Gift Tax Exemption

Estate Tax Exemption and Gift Tax ExemptionThe Federal Estate tax exemption went up to 5.49 million in 2017 from 5.45 million in 2016.  That’s nearly 11 million for a married couple.  If you are one of the few American’s that is in the estate tax range, call Valente Law today to help save money by avoiding estate taxes.  Estate tax is 40% rate on every dollar above 5.49 million, but with proper estate tax planning, we can almost always help you minimize the estate tax and in a lot of cases, we can totally avoid estate tax altogether.

The 2017 Gift Tax exemption is still stuck at $14,000, Continue reading

Estate Planning Questionnaire – What to Know for Your Estate Plan

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