From our offices in Cleveland, we work with families in Northeast Ohio and throughout the country. We make expert estate planning simple and affordable for families.
Nothing is more important than your family’s future. Estate Planning does not have to be intimidating or complicated - Anthony Rinaldi & Company will make it easy for you. Let’s get started today to ensure a worry-free tomorrow!
Our Services
Our Simple Estate Planning Process
It is our goal to make this process as straightforward and easy for you as possible.
Estate Planning with Anthony Rinaldi & Company
Our firm will work with you to develop a comprehensive Estate Plan that is customized for you and your family. Here are some of the typical components of an Estate Plan:
Will:
A Summary of Your Wishes
A will is a legal document that outlines your wishes for the distribution of your assets after you pass away. It's like a set of instructions that ensures your property goes to the right people or organizations, and it can also name guardians for your minor children if needed.
Durable Power of Attorney:
A Trusted Designee
This document designates someone you trust to make financial decisions on your behalf if you become unable to do so due to illness or incapacity. It empowers them to manage your finances, pay bills, and handle important financial matters.
Advance Medical Directive:
Planning for the Unexpected
An advance medical directive, often known as a healthcare proxy or medical power of attorney, lets you appoint a person to make healthcare decisions for you if you can't express your wishes. It ensures that your medical treatment aligns with your preferences.
Trust:
Safeguard Your Assets
A trust is a powerful tool that allows you to safeguard and manage your assets for your benefit during your lifetime and ensure a seamless transfer to your beneficiaries upon your passing. Our experienced team will work closely with you to establish a trust that aligns with your goals and protects your legacy for generations to come.
Living Will:
Make Your Wishes Known
A living will empowers you to make your healthcare preferences known in advance. It ensures that your medical treatment aligns with your wishes, even if you cannot communicate them. A living will can provide clarity and peace of mind, both for you and your loved ones.
Beneficiary Designations:
Clarity for your Heirs
Beneficiary designations help ensure that your assets are distributed according to your wishes. Our team will guide you through the process of designating beneficiaries for various assets, such as retirement accounts and life insurance policies. With clear beneficiary designations in place, you can have confidence that your heirs will receive the intended benefits promptly.
Anthony Rinaldi -
Your Trusted Cleveland Estate Planning Expert
Anthony Rinaldi has over 25 years of experience in the field of Estate Planning and is also an Accredited Tax Advisor. Tony is known for his ability to make sophisticated legal issues and estate planning understandable. He will make it as easy as possible for you to have the comprehensive estate plan you deserve for your family’s future.
Tony's Blog
Anthony Rinaldi & Company, LLC is a Cleveland-based law firm that practices primarily in the areas of estate planning, tax, asset protection, business planning, and succession.
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