Anthony Rinaldi and Company, LLC
1360 West 9th St., Suite 310
Cleveland, Ohio 44113
Phone: 216-515-1040

Estate Planning

Estate Planning provides for the orderly distribution and succession of assets before and after an individual's death.

The estate planning process involves:

  • Inventorying of your assets, their value, and the manner in which they are titled.
  • Identifying your goals and objectives in distributing of your estate during your lifetime and after your death.
  • Preparing documents such as Wills, Durable Powers of Attorney, Advance Medical Directives or Living Wills, and, in some cases, Trusts to carry out your objectives.
  • Selecting individuals and/or institutions, such as banks or trust companies, to serve as Executor, Trustee, Guardian, or Agent under your estate planning documents.
  • Coordinating the titling of assets and beneficiary designations for retirement plans, IRAs, life insurance, and annuities.
  • Executing your estate-planning documents.
  • Reviewing and revising your estate plan as your family and financial circumstances change and evolve.
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