Estate Planning Attorney Cleveland, Ohio

A Message from Cleveland, Ohio Wills and Trusts Lawyer Daniel A. Baron

Baron Law LLC will help you get your future in order – for yourself and for your loved ones.  I’m able to provide a range of estate planning services including: drafting a will, planning for incapacity, probating an estate, obtaining the legal authority to care for someone, trust administration, and more. It’s my job to make estate planning, estate administration, and transactional matters easy and less stressful.

Wills and Trusts Attorney Cleveland, Ohio

Many people struggle to understand the difference between a trust and a will.  This often requires a estate planning attorney to aid in the process of drafting the correct documents. Both trusts and wills are useful estate planning tools, but can serve different purposes.  Most importantly, both can work together to create a complete estate plan.  Baron Law is your Cleveland, Ohio law firm offering legal advice to help you draft a will or trust.

The main difference between a will and trust is that only a will passes through probate.  Generally, probate is a process that involves the court who oversees the administration of the will and ensures the will is valid. The court will also administer the property making sure it gets distributed the way the deceased wanted.   Thus, an authenticated will will pass through probate while a trust most likely will not.  Courts do not need to oversee the distribution of a trust, which can sometimes save time and money.  In addition, many people favor a trust because they can be very private.  On the contrary, a will can sometimes become public record.

Ohio Probate Attorney

If you are planning for your estate in Ohio, or would like additional estate planning information from a Cleveland, Ohio attorney, contact Dan Baron at Baron Law LLC.   Call today at 216-573-3723. You will speak directly with an attorney who can help you decide whether a will or trust is best for your estate planning needs.

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Trust Administration Attorney

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Cleveland Probate Attorney

A Cleveland, Ohio attorney will work with you in preparing your estate planning worksheet.  This worksheet will help us understand which estate planning tool is best for you.  We will collaborate together to determine whether a trust, will, and power of attorney are options.  Contact an Ohio estate planning lawyer at Baron Law LLC today.

Cleveland Estate Planning Lawyer Blog

Veteran Benefits

Long Term Care – What Is Available To Veterans

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers information on Long Term Care assistance for those who have served in our military and including this as part of your Estate Planning: For those of you who have served in any of our armed forces, Thank You! Because of your bravery and sacrifice, we still […]

Cleveland Elder Care Lawyer

Why Every Parent Should Establish A Guardianship Within Their Estate Plan

Cleveland, Ohio estate planning lawyer, Daniel A. Baron, offers information on why every parent should establish a guardianship for their minor children within their estate plan:   When is a guardianship necessary? It is customary for the parents of minor children to make any and all legal decisions that are necessary to keep their children […]

Cleveland Elder Care Lawyer

Legal Guardianship – What Is It And When Is It Necessary For The Elderly?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers information on when it becomes necessary to change legal guardianship for your elderly loved one: Legal Guardianship is used when a person is unable to make or verbalize sound decisions about themselves personally or their property. These same persons can likely be or already have been […]

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The Important Of An Elder Law Attorney

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers information on the importance of having an Elder Law Attorney to help plan for your future: Elder law attorneys are sometimes considered “authorities” as, although they can handle a wide range of other legal issues, they primarily focus on the needs of older adults and also […]

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Long Term Care – Paying for the Nursing Home

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers the following information on the paying for Long Term Care and incorporating it into your Estate Planning: There are misconceptions regarding Long Term Care and who is responsible for paying for any care. This information may be used for informational purposes only.  For more information, or […]

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When Should You Start Planning For Long Term Care?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers information on when you should start planning for Long Term Care and including this as part of your Estate Planning:   When should you start planning for Long Term Care? If you are under 50, the answer is – “there is no time like the present”.  […]

AN AB Trust – What are the benefits for your estate?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers information on an AB Trust and the benefits realized from including this as part of your Tax and Estate Planning: For Tax and Estate Planning purposes, as a married couple, maximize the use of your Federal Estate Tax Exemptions through the utilization of an AB Trust. […]

Cleveland Elder Care Attorney Daniel Baron

Applying for Medicaid? Here’s What You Need to Know About Activities of Daily Living vs. Instrumental Activities of Daily Living

Cleveland, Ohio estate planning and elder law attorney, Daniel A. Baron, offers the following information on the definition of ADL’s and IADL’s and how to plan on Long Term Care as part of your Estate and Medicaid Plan: As we are all well aware, there is only one alternative to aging. If you are fortunate […]

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The Definition and Role of an Executor of an Estate

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers the following information on the Definition and Role of an Executor of your Estate.   Being named and then carrying out the duties of an executor can be one of life’s most frightening tasks however; keep in mind that this is also an honor. Being named […]

Cleveland, Ohio estate planning attorney

Grantor vs Non-Grantor Trusts

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers information on the differences between and Grantor and a Non-Grantor Trusts and further considerations to as part of your Tax and Estate Plan: Understanding tax benefits and pitfalls of a trust and putting together a trust which is most beneficial for your personal situation is best […]

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What is a Trust Protector?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers information on a Trust Protector and their Role and benefits realized as part of your Comprehensive Estate Plan: Who is a Trust Protector? As it sounds, a Trust Protector is appointed to oversee the assets in the trust and to protect against the trustees so that […]

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What Recourse Do I Have if My Power of Attorney is Stealing From Me?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers the following helpful answers to Powers of Attorney: Can the Power of Attorney be used by the agent to take my money or property without my permission? Unfortunately, you can run the risk that the agent you choose to give your Power of Attorney could abuse […]

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What’s the Difference Between a Living Will and Last Will and Testament?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers the following helpful answers to your questions about the difference between a Living Will and a Last Will and Testament. Confusing these terms happens quite frequently as there are those that think that these are one in the same, however, they are entirely two distinct legal […]

Living Will

Do I need a Living Will?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers the following regarding living wills: Before you can answer this question you must first understand what a Living will is and what purpose it serves. A Living Will is one form of Advance Directive which clearly defines your wishes for medical care should the following occur: […]

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What Is a Power of Attorney and Do I Need One?

Cleveland, Ohio estate planning attorney, Daniel A. Baron, offers the following helpful answers to Powers of Attorney: What is a Power of Attorney? A Power of Attorney is a legal document you use allowing another designated person, of your choosing, to act on your behalf. It is a legal relationship in which you are the […]

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Business Succession Options

Cleveland, Ohio business succession attorney Dan Baron offers the following on estate planning and business succession: You’ve spent a lifetime building your business and now its time for retirement.  Where do you start?  When developing your business succession plan, it’s important to consider all of your options.   Selling and/or transferring your business will have […]

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Estate Planning Tools

There are numerous estate planning tools that can help you protect you and your family.  To learn more and to speak with a Cleveland, Ohio estate planning attorney, contact Baron Law LLC at 216-573-3723. Estate planning is about planning for you and your loved ones.  There are numerous estate planning tools to help you plan […]

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Revocable Living Trusts

Cleveland Estate Planning and Trust Attorney Dan A. Baron Offers the Following on Revocable Living Trusts: Revocable living trusts are used to control assets left to beneficiaries after the death of the creator.  Unlike testamentary trusts which are funded after the death of the testator, revocable living trusts are funded during the trustmaker’s lifetime.   Because […]

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Testamentary Trusts

Cleveland, Ohio Estate Planning Attorney Dan A. Baron offers the following on Testamentary Trusts. Testamentary trusts are a great way to plan and safeguard your assets for minor children.  In other uses testamentary trusts can be used for beneficiaries with addictions or disabilities.   Unlike most trusts, testamentary trusts are incorporated into your last will and […]

What is Estate Planning?

What is estate planning?  Estate planning concepts have changed over recent years because today, more Americans fear outliving their retirement than death itself.  In fact, from 1980 to 2010 Americans are now living on average 8 years longer than before.   This extended life expectancy requires on average an additional $422,000 to live ‘comfortably.’  People have […]

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How Will Trump’s Presidency Affect Your Trust?

How will Trump’s Presidency Affect Your Trust? With the impending inauguration of Donald Trump as our nation’s president, we would all be wise to prepare for a more conservative economic landscape that will likely include the elimination of some gift and estate taxes, lower overall rates, and new deductions. Particularly, if Trump moves forward to […]

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New Changes in Ohio’s Power of Attorney Laws

If you’re an Ohio resident concerned with the medical care of a loved one, you should be familiar with Ohio’s laws regarding power of attorney. A financial power of attorney, also known as a durable power of attorney, is a legal document an individual (the “principal”) can use to appoint someone (the “agent”) to act […]

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Client Review

Daniel Baron reviewed our Trust, Wills and HPOA. He provided good feedback as to what needed updating and any necessary additions to the documents. We didn’t have a FPOA which thanks to him we now have. He was able answer any questions we had and proved to be very flexible to accommodate our schedules when […]

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Cleveland, Ohio Estate Planning Attorney

Estate Planning Solution of the Week:  Create a Plan Estate planning is a task for every parent, spouse, grandparent, professional, business owner . . . in short, anyone who cares about using the resources they have to enjoy their future, including the future of their loved ones.  Estate planning done well puts you in the […]

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Estate Planning Solution of the Week: Health Care Proxy

Estate Planning Solution of the Week:  Health Care Proxy What is a Health Care proxy?  How does that differ from a health care agent?  And what is the distinction between a health care proxy and a medical power of attorney? The quickest answer is that all three terms are used to refer to someone who […]

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Changes in Ohio Power of Attorney Laws

Changes in Ohio Power of Attorney Laws If you’re an Ohio resident concerned with the estate plan or medical care of a loved one, you should be familiar with Ohio’s laws regarding power of attorney.  Cleveland, Ohio estate planning attorney Dan A. Baron offers the following: What is a financial power of attorney? A financial […]

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Springing and Durable Power of Attorney – What’s the Difference?

Springing and Durable Power of Attorney – What’s the Difference? When planning for retirement and your estate plan, it’s important to understand how your power of attorney works.  Generally, there are two kinds: springing and durable power of attorney.  A springing power of attorney takes affect if you become incapacitated.  In comparison, a durable power […]

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Why Estate Planning?

Why estate planning? Whether you find yourself with millions in assets, or merely hundreds, proper estate planning is vital.  Common objections to estate planning are limited resources and a feeling of morbidity.  The term “estate planning” may seem pretentious, and you may believe that you do not have an estate.  In reality, your estate is […]

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Estate Planning – Trends Following the American Taxpayer Relief Act.

Estate Planning – Trends Following the American Taxpayer Relief Act. A recent survey concluded that sixty percent of Americans are afraid they will outlive their retirement.   Thus, there has been a moving trend that people are more concerned about wealth preservation compared to wealth transfer.  For example, a fifty year-old man in the top income […]

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Debt after Death – What Every Family Member Should Know

Cleveland, Ohio Probate Attorney Debt after Death – What Every Family Member Should Know You come home one day to find a letter from a credit card company demanding $5,000 for the debt of your late husband. The credit card company demands payment and threatens to take legal action against you if the debt is […]

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Can Lawyers Draft Wills for Out-of-State Residents?

Cleveland, Ohio Estate Planning Attorney Perhaps for most estate planning attorneys, the relationships built among clients can last for decades.  Because of the duration of the relationship, it’s not unusual for an estate planning attorney to receive requests for legal assistance from clients who have changed their residence to a state in which the attorney […]

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How Does a Minimum Required Distribution Affect My Retirement?

Cleveland, Ohio Estate Planning Attorney If your retirement portfolio contains a Simple Employee Pension (“SEP”), or Simple IRA, you need to know how the minimum distribution system works.  Cleveland, Ohio estate planning attorney Dan Baron provides the following remarks. One major attraction to IRA’s and other estate planning tools is the ability to accumulate funds […]

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Will Getting Divorce Affect Your IRA’s Minimum Required Distribution?

Will Getting Divorce Affect Your IRA’s Minimum Required Distribution? If your retirement portfolio contains a Simple Employee Pension (“SEP”), or Simple IRA, you need to know how the minimum distribution system works.  If you are going through a divorce, the rules regarding your retirement account are even more important to understand.  Cleveland, Ohio estate planning […]

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Benefits of a Tax Deferral Plan – Cleveland, Ohio Attorney

Benefits of a Tax Deferral Plans The most valuable feature of traditional tax-favored retirement plans is the ability to invest without current taxation of the investment profits.  For example, a 38 year-old beneficiary who inherits a $500,000 traditional IRA and withdraws it using the life expectancy method with have $1,696,000 inside the IRA plus $1,432,000 […]

Business succession plan

Creating a Business Succession Plan – Cross Purchase Agreements

Creating a Business Succession Plan – Cross Purchase Agreements Whether you’re planning for retirement or tragedy, having a business succession plan is imperative for business owners.  Big business or small, planning for the financial stability of your partners and employees can mean the difference between business as usual and leaving your spouse bankrupt.   Moreover, understanding […]

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Building a Charitable Contribution in your Estate Plan

Estate Planning Charitable Donations Have you ever considered incorporating a charitable donation into your estate plan?   Aside from the tax benefits, including charitable giving into your estate plan is a wonderful way to extend your legacy and show your generosity.  And contrary to public belief, charitable giving in your estate plan is not just for […]

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