PERSONALIZED ESTATE PLANNING AND PROBATE

At Roderick Linton Belfance, LLP, we understand that our clients plan not just for their own benefit, but for their families, future generations and the charitable organizations that they wish to benefit. There is no “one-size-fits-all” solution for estate planning. Often, a client will need to weigh many issues, including the degree of control that they wish to retain over their assets over their lifetime against the maximization of tax savings. Accordingly, it is with each individual client’s goals in mind that our attorneys work to structure a plan designed to minimize exposure to taxation, while at the same time achieving the client’s individual goals.

DEVELOPING A PLAN TO PROTECT YOUR FAMILY LEGACY

Our attorneys counsel clients on wills and trusts with a focus on both tax advantages and the clients’ personal goals, which often include such issues as safeguarding a child’s education, caring for an aging parent and charitable gift giving. We offer advice and structure solutions regarding estate, gift and generation-skipping tax planning, as well as in matters concerning business succession planning.

We help clients develop and employ a number of customized estate planning tools, including:

• A living will
• Final will and testament
• Irrevocable and revocable trusts
• Charitable trusts
• Special needs trusts
• Guardianships
• Succession planning for businesses

We understand that regardless of whether an estate is modest or involves tens of millions of dollars in assets, it often represents a lifetime of achievement and our clients deserve the highest degree of trust and professionalism in its safeguarding.

EXPERIENCED GUIDANCE THROUGH PROBATE PROCEEDINGS

Roderick Linton Belfance, LLP‘s attorneys also have extensive experience in probate matters, handling estates, trusts, and guardianships and providing litigation services in all of these matters. In addition to handling trusts and estates, we advise executors, trustees and guardians (both individual and corporate) so that they can properly discharge their duties with skill and confidence, and represent fiduciaries in litigation involving wills and trusts, and in actions alleging fiduciary liability.

CONTACT OUR DETAIL-ORIENTED ATTORNEYS TODAY

When it comes to preserving your assets for the future benefit of your family and the charities that you care about, the future is now. The trusted counsel of Roderick Linton Belfance, LLP, would be honored to assist you in planning for success.

Roderick Linton Belfance, LLP, has represented northeastern Ohio residents since 1885. Call our Akron offices at 330-434-3000 for detail-oriented estate planning and probate. You may also email us online.