Estate Planning Law Firm | Probate Law Firms Northeast Ohio - PowerPoint PPT Presentation

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Estate Planning Law Firm | Probate Law Firms Northeast Ohio

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Estate Planning is equally as important for people with substantial wealth as well as those with modest assets. LAW OFFICES OF RACHEL C. DODDS, LLC is an estate planning law firm, which provides estate planning & probate law service in Geauga, Cuyahoga, Portage, and surrounding counties. Call us at 216-570-4198 or visit www.rdoddslaw.com – PowerPoint PPT presentation

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Title: Estate Planning Law Firm | Probate Law Firms Northeast Ohio


1
Estate Planning Law Firm Probate Law Firms
Northeast Ohio
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LAW OFFICES OF RACHEL C. DODDS, LLC focuses
primarily on estate planning and probate
services. We strive to provide our clients in
Geauga, Cuyahoga, Portage, and surrounding
counties with quality estate planning resources
using a tailored approach to ensure that their
specific goals and needs are met. A proper estate
plan allows a client's goals to be accomplished
in the most efficient manner available while
minimizing costs both now and in the future.
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We provide following services
  • Last Will Testament/Trusts
  • Powers of Attorney-Financial and Healthcare
  • Survivorship Deeds/Transfer on Death Affidavits
  • Living Wills

4
Why should you consult with an Estate Planning
Attorney? Two common excuses for avoiding estate
planning are "I am not wealthy" and "I am too
young." Estate Planning is equally as important
for people with substantial wealth as well as
those with modest assets.  Most persons,
including young people, will benefit with a
consultation because incapacitation/death could
happen at any time.  I already have a Will. 
When do I need to review and possibly update my
estate plan? You should consult with a licensed
attorney upon any major life changes such as
marriage/divorce, remarriage, birth or adoption
of children, and/or a significant change in
assets.
5
  • What are some advantages to having a Revocable
    Trust vs. a Will? 
  • The terms of a Trust are contained in a private
    document, while the terms of a Will become a
    matter of public record
  • Avoidance of Probate for Trust Assets
  • Avoidance of out-of-state probate proceedings

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Website www.rdoddslaw.com Phone
216-570-4198 Email rachel_at_rdoddslaw.com
7
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