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Do You Need a Wills and Trusts Lawyer?

CAPLEA & VARIOLA CO

Caplea and Variola logo white 50x50

Do You Need a Wills and Trusts Lawyer?

CAPLEA & VARIOLA CO

Estate planning is a very difficult process. In fact, many clients commit mistakes when they first attempt to distribute their assets. Luckily, you don’t have to do everything on your own! Caplea & Variola is a law firm that helps clients manage their wills and trusts. Our professional, versatile will and trust attorney can guide you in making the right investments for your beneficiaries. So whether you’re setting up a living trust or appointing beneficiaries to your will, Caplea & Variola can help achieve your investment goals. To get started, schedule an appointment in or near Ashland, OH.

Planning your wills and trusts? We serve clients from:

  • Ashland, OH
  • Canfield, OH
  • Canton, OH
  • Hartville, OH
  • Louisville, OH
  • Mahoning County, OH
  • Mansfield, OH
  • Massillon, OH
  • Middlebranch, OH
  • North Benton, OH
  • North Canton, OH
  • Richland County, OH
  • Stark County, OH
  • Youngstown, OH
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What a Living Trust Means and How to Set It Up

Living trusts are documents where a trustee is designated to manage a client’s assets, wills, and trusts in the event of their passing. This is for the benefit of the beneficiary to ensure they get the money they deserve, don’t waste money on taxes, and don’t squander it on poor investments.

The trustee is appointed during the lifetime of the client. It’s very important that you choose someone you can trust to manage your assets. In most cases, this is usually a bank or trust company. Of course, you can also appoint a friend or family member to be the trustee, but make sure they have the abilities to effectively manage your assets. Otherwise, they might end up losing your investments.

To learn more about wills and living trusts, get in touch with Caplea & Variola! Our experienced attorney can help you plan and manage your estate properly. Clients from and around Ashland, OH can call us at (330) 455-5195.

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Our Will and Trust Attorney Can Guide You Through
the Process

Planning your estate is no easy feat. It’s very complex and one small mistake can lead to some serious legal issues for your beneficiaries. So to make things as smooth and hassle-free as possible, make sure you work with a professional will and trust attorney.

Firstly, have them assess your current situation to identify exactly what plans and policies you should add to your will. Keep in mind that every client has varying needs so there’s no one-size-fits-all solution to estate planning.

Secondly, browse through your attorney’s suggestions. Make sure you familiarize yourself with all the assets and investment vehicles used because they’ll all be a part of your portfolio. While you do have an attorney to help with your planning, you should still know how to organize your assets on your own.

Lastly, do a final sweep through the proposed investments and see if they really match your short and long-term goals. Once you’re ready, give your will and trust attorney the go signal so they can get started on the paperwork.

Ready to work with a reliable firm that can help plan your wills and trusts? Then reach out to Caplea & Variola today! Dial (330) 455-5195 to meet with our attorney in or near Ashland, OH.

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Ask About Setting Up a Living Trust Today

Thinking about how to manage your wills and trusts? Caplea & Variola explains some of the reasons why you should consider setting up a living trust:

  • Lower Estate Taxes: A properly made and executed trust can reduce your estate taxes by tens of thousands of dollars. This means your beneficiaries will be able to maximize your fortune and not have to worry about taxes too much.
  • Asset Protection: A trust only allows beneficiaries to access one’s assets. For example, let’s say Person A passes away and his son inherits a million dollars. If Person A’s son and his wife get divorced, the ex-wife might be entitled to half of the estate Person A left his son. But by setting up a living trust, Person A can restrict outside access to his assets. As such, only registered beneficiaries can inherit A’s estate.
  • Staggered Trust Distribution: You might be great at managing your assets, but there’s no guarantee your kids will be the same. And when you’ve already passed away, it’s impossible to intervene with how they spend your money. So to prevent the possibility of your beneficiaries abusing your wills and trusts, ask your trustee to manage the money for you. That way, your beneficiaries don’t blow all your fortune, no matter how bad they are with money.
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610 Market Avenue North, Canton, OH 44702

(330)455-5195

jvariola@gmail.com

free initial consultation

The information contained on this website is presented for informational and marketing purposes only and is not to be understood as legal advice. You should consult an attorney for advice respecting your individual needs. Caplea & Variola Co looks forward to speaking with you about your particular needs. Please note, however, that the mere act of contacting our firm does not create an attorney-client relationship. As a result, you should never send any confidential information to our office until a Representation Agreement has been signed by both you and Caplea & Variola Co.

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