Estate Planning

Family

You love your family. You want to ensure things are as seamless as possible for them once something happens to you. You want to pass on what you have worked your entire life for and do it in a way that feels both secure and stress-free. Wealth is not measured just by the dollars in the bank but by the wellbeing of the people that you love.

Achieve your goals

Whether you have kids or no kids, whether you’re single or newly married, beginning your career or looking back on a life well-lived, there is always one common denominator: you deeply care about the people in your life. We will empower you to create a plan that achieves your goals for your loved ones both today and for decades to come.

Control what happens

Estate planning is the process of getting legal documents in place so that you control what happens to you, your children, and your money in the event of incapacity or death. Estate panning involves so much more than simply creating a will. An estate plan is a bundle of all the documents needed to ensure that your affairs are in order. We help you put a plan together while things are calm so that during a crisis, your loved ones are able to work effectively and efficiently to carry out your wishes.  

Have a plan

Did you know that if you do not have an estate plan, then the state has a plan for you? It is probably not what you want. All states have a default plan for you and your hard-earned investments in the event of death. This default plan is called intestate succession. Estate planning is opting out of your state’s default plan and taking control of your own life. Legacy Law works with you to create a comprehensive estate plan that protects loved ones, appoints guardians, avoids taxes, and prevents costly litigation.

This is not a DIY situation

Clients ask if they can create their own plan online. Unfortunately, most do-it-yourself plans fall short because critical planning is replaced by cut and paste word processing. You are forced into a template document that might not suit your particular needs or accomplish your particular goals. Worse, you are not counseled on your options and tax consequences, leaving you to make costly uninformed decisions. For example, if you have children from a prior marriage, it is probably important that your biological children are not disinherited. Or it might be important to release money to your children at intervals versus a windfall when they are 18. Or if you have a child with special needs you want to make sure an inheritance does not accidentally disqualify

him from government benefits. Unintended, adverse consequences result from do-it-yourself plans, creating expensive—and permanent—problems for your loved ones.

 Legacy Law’s goal is to equip you with knowledge and options so that you are empowered to make informed decisions about your future. By making these important decisions today, you can avoid unnecessary pain and conflict tomorrow. We will guide you through a compassion-centered decision-making process equipping you with a life and legacy plan that you can count on.