Cramer Legal, LLC
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Estate Planning

Estate Planning Services

What is Your Plan for Your Future?

Proper Estate Planning Creates Peace of Mind


Protect Your Legacy
You want your life’s work to go to your loved ones, not to the government. Proper Estate Planning can minimize taxes and ensure that your wishes are followed.


Protect Your Loved Ones
Careful Estate Planning is critical to make sure that your loved ones are taken care of in the event of your disability or death. Plan now & save them grief (and money) later.


Protect Your Loved Ones
Protect your assets from future creditors and potential lawsuits. Protect your assets while you are alive and after you pass them on to your loved ones.

 
You should update your Estate Plan every 3 to 5 years to keep up with changes in the law and changes in your life.

 

Typical Estate Planning Documents

① Revocable Living Trust
② "Pour Over" Will
③ Durable Power of Attorney
④ Healthcare Power of Attorney
⑤ Living Will (if desired)
⑥ HIPAA Privacy Waivers

Please contact us if you would like to learn more about how these documents can help accomplish your Estate Planning goals.

For Most People, a Will is Not Enough

A Will tells the Probate Court who should get your belongings when you die. But just having a Will means that your beneficiaries will have to go through the probate process.

In Ohio, probate takes at least six months and can drag on for years. Plus, there are court costs, legal fees, and other professional expenses. A Living Trust, and other estate planning tools, can allow your loved ones to avoid the time and expense of probate.

Who Needs a Trust?

Families, Business Owners, and those who own Real Estate are all good candidates for saving money by creating a Trust. Contact us to discuss your options for planning now to avoid the time and expense of probate later.

Most people have NO Estate Plan

 

100%

Percentage of Wills―without trusts―that must go through Probate Court in Ohio if the estate is worth more than $35,000.
 
 

Your Estate Plan Needs Regular Updates

Tax and probate rules frequently change. If your Estate Plan is more than 3 to 5 years old, then it no longer reflects current law and you may be missing out on planning opportunities. Worse, your plan may not accomplish your goals and there could be negative tax consequences.