At James Bart Leonardi, LLC, we understand the importance of a customized estate plan. Not everyone's circumstances are the same. Cleveland estate planning attorney Bart Leonardi believes in building an honest relationship with our clients. We work closely with our clients in order to determine the best approach to estate planning for your particular needs.
Some people think that a last will and testament is the only thing they need in place when they pass. However it is just one piece of an overall estate plan, which allows you to plan for your life objectives, such as retirement or travel. With estate planning you can set out college funding needs, as well as the needs of surviving family members. It will also provide direction about the disposition of your assets. Certain individuals, including business owners and professionals, may also have asset protection and estate tax concerns that can be addressed in a well crafted plan. A thorough estate plan can include wills and trusts in order to best satisfy your financial needs. With his years of experience in analyzing securities and gaining an understanding of the financial market, Cleveland estate planning attorney Bart Leonardi can aid you and your financial advisors in setting up your estate plan to reduce your and your heirs' tax liabilities, court costs and attorneys fees.
Most people are uncomfortable when it comes to thinking about how they want their property divided. However, it is important to remember that if you don't make these decisions for yourself, the Ohio probate courts will make them for you. Cleveland estate planning attorney Bart Leonardi is compassionate and caring, and works with his clients to create estate plans that take into account their specific concerns and circumstances.
In addition to setting out your will and possible trusts, Ohio estate planning lawyer Bart Leonardi can aid in assessing your financial position so that together you can create a path to achieve your goals. And as your circumstances change, Mr. Leonardi will aid you in revising and updating your plan where necessary. Your goals may change over the years as your circumstances change, and it is important to have a trusted attorney you can work with to help you establish the best way to attain your objective.
Mr. Leonardi is skilled in determining the optimal asset protection strategies and other estate planning devices to best serve your needs. If you have questions about estate planning, contact our firm to schedule a consultation.