Estate Planning (Wills, Trusts), Probate, Real Estate and Business Law Firm with Offices in Hudson, Ohio, Fairview Park, Ohio, and Brecksville, Ohio

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Top 10 Reasons You Should Have A Living Trust

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Top 10 Reasons You Should Have a Trust

As an estate planning attorney in Summit County, Cuyahoga County, Medina County and surrounding areas, we know many reasons why a revocable living trust can be very important. Here are 10 reasons why having a trust can be absolutely critical: (more…)

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Ohio Probate Lawyer On Transferring Automobiles To Heirs

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Ohio Probate Lawyer On Transferring Automobiles To Heirs

As a probate lawyer working on Ohio probate cases in Summit County, Cuyahoga County, Medina County, and surrounding areas, a common issue that arises is the need to transfer an automobile to an heir of the estate. (more…)

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

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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. (more…)

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Information on Power of Attorney Forms

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Power of Attorney (POA) Form

Power Of Attorney – Explained by local Cleveland, Akron area Lawyer

While helping clients around the Cleveland, Ohio and Akron, Ohio areas, with offices in Hudson, Ohio and Brecksville, Ohio, we often hear questions about the important topic of power of attorney forms (POAs).  This entry discusses the financial power of attorney, commonly referred to more formally as a “General Durable Power Of Attorney” (more…)

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Estate Planning Frequently Asked Questions – Answered by a Cleveland, Akron Area Estate Planning Attorney

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Estate planning is a very broad term used to describe the process through which an individual designs, executes and implements a series of documents that provide for the management and distribution of assets.  Estate planning also includes planning for your healthcare. I will answer some of the most frequently asked questions from my Cleveland, Akron area estate planning clients. However, if you have any other questions about estate planning, please take a look at our main Wills, Trusts and Estate Planning Lawyer Page.

Q: What is the purpose of estate planning?

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Trustee Checklist – Trustee’s Duties & Powers

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Trustee's Duties checklist outline for Cleveland, Ohio and Akron, Ohio trust attorney

One of the most common questions we get from new clients who have been named as a Trustee of a Trust, is “what exactly do I need to do to stay in compliance with the terms of the Trust?  Is there a checklist?”  Well, now there is!

For the benefit of our Trustee clients, to answer the question of “what do Trustees need to do?” we have compiled the following checklist and outline for the Trustee to follow: (more…)

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Estate Planning and Financial Planning Event

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Estate Planning Financial Planning Cleveland AkronOn February 23, 2017 Eric Valente of Valente Law co-hosted an estate planning and financial planning event with financial adviser David Trende of Wealth Design Partners, LLC.  Here is a slideshow and a link to the handout materials that were available for the guests.  If you want more information on wills, trusts and estate planning, take a look at our Great Information on Wills, Trusts and Estate Planning. Valente Law hosts events like this quite often, so if you would like to attend a future estate planning and financial planning event, please call or email us today so that we can invite you to our next event!

 

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Working with the Next Generation Heirs

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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: (more…)

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Estate Planning Questionnaire – What to Know for Your Estate Plan

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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: (more…)

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Probate Avoidance

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Avoiding Probate Court (aka probate avoidance) is one of the biggest goals in most estate plans. Probate court is a division of each county court in Ohio, including Cuyahoga County Probate Court, Summit County Probate Court and Medina County Probate Court, where we practice regularly. These Cleveland and Akron area probate courts have jurisdiction over probate estates in their counties.

Probate Court is a process which involves the following main tasks: (more…)

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