Akron Estate Planning and Probate Attorneys

Akron Estate Planning and Probate Attorneys

While a person may or may not need probate, everyone should plan what should happen to their personal assets and estate upon their death. Many people seek to avoid probate; however, Gertz & Rosen’s estate planning and probate attorneys help to guide the executor or administrator through the probate process. Dealing with the death of a close loved one can be surprisingly difficult, especially if you are the one tasked with overseeing the deceased person’s financial affairs. For many Ohio residents, probate will be required after death to settle any outstanding debts and distribute assets. At Gertz & Rosen, our experienced Akron estate planning and probate attorneys can help you through the process with compassion and knowledgeable guidance. 

What is Estate Planning?

The transfer of assets to your loved ones is a process called “estate planning,” which requires sound advice, good listening, and knowledge of the law. It is important to plan what will happen to your estate upon your death; the size of your estate does not matter as much as it honors your wishes. Of course, our clients’ tax implications are a priority, and we work with our client’s team of investment and tax advisors to maximize asset preservation.

Gertz & Rosen can help you develop an “estate plan” that ensures your assets are passed on to the people and charities that you choose. We will help you create a set of documents that provide instructions to carry out your wishes. Generally, this involves a last will and testament, power of attorney, health care power of attorney, living will, and often, trusts and business planning. Gertz & Rosen estate planning attorneys work with their real estate and business clients in estate planning and business succession planning.

What is Probate?

The Probate process can be an intimidating and overwhelming process to navigate alone, however, with the guidance from Gertz & Rosen’s probate attorneys, this complex process can be handled efficiently and correctly. Under the Ohio Revised Code, the probate court administers the property and holdings of an individual who has passed, known as the decedent, ensuring that claims against the estate are settled, all tax debts are paid, and that any remaining property passes to its rightful owners. This process is known as probate. In Akron, probate proceedings are handled in the Summit County Probate Court.

If the decedent had an estate plan that includes a last will and testament, a trust, or both, certain assets may be transferred outside of probate, helping to streamline the process. Working with a team of knowledgeable Akron estate planning and probate attorneys can help you ensure that the decedent’s last wishes are properly followed during the estate administration process.

If the decedent did not leave a will, this is known as passing away “intestate.” In these cases, it will be up to the probate court to distribute the assets according to Ohio’s laws of intestate succession.

Knowledgeable Akron Estate Planning and Probate Attorneys Here for You

At Gertz & Rosen, our Akron probate attorneys have a proven track record of successfully representing clients in both estate planning and probate estate administration cases. We provide results-oriented solutions to ensure your best interests are protected. To discuss your legal matter and how we may be able to help, contact us today.