Estate planning is more than just a will—it’s about securing your legacy and making sure your loved ones are protected. At Legacy Estate Planning, we provide customized estate planning services that reflect your unique values and priorities.
At Legacy Estate Planning, we understand that planning for the future can feel overwhelming. Our team is here to guide you every step of the way, offering expert advice and tailored solutions. From wills and trusts to business succession and charitable planning, we provide the comprehensive support you need to protect what matters most.
Mission
To empower individuals and families to secure their future and protect their legacy with expert estate planning services.
Vision
A world where every family has the peace of mind knowing their legacy is preserved for future generations.
Values
Integrity: We uphold the highest standards of honesty and ethics in our work.
Compassion: We understand the sensitive nature of estate planning and handle every case with care.
Excellence: We strive to exceed expectations through personalized service and expert guidance.
We make estate planning straightforward and stress-free with our clear and supportive process
Step 1: Initial Consultation – We get to know you, your values, and your goals.
Step 2: Custom Plan Design – Our team crafts a plan tailored to your specific needs.
Step 3: Review and Finalize – We work closely with you to ensure every detail aligns with your wishes.
Step 4: Ongoing Support – Estate planning is a lifelong process, and we’re here to adjust your plan as life changes.
Discover how our tailored estate planning services can help you secure your future. From wills and trusts to health care directives and business succession planning, we offer comprehensive solutions to meet your needs.
A will or trust is the cornerstone of any estate plan. We help you create legally binding documents that outline your wishes for asset distribution, guardianship, and more, ensuring your legacy is protected according to your terms.
Planning for the future of your business is essential to ensure its continued success. Our business succession planning services provide detailed strategies for leadership transition, ownership transfer, and protecting your company’s legacy.
We are committed to providing exceptional service, compassionate care, and expert advice. Our goal is to build lasting relationships with our clients, ensuring their legacy is preserved for future generations.
Estate planning is the process of arranging for the management and distribution of your assets during your lifetime and after your death. It ensures that your wishes are honored, your loved ones are protected, and your legacy is preserved. Without an estate plan, your assets may not be distributed according to your wishes, which can lead to family disputes and legal challenges.
A comprehensive estate plan typically includes a will, trusts, powers of attorney, health care directives, and beneficiary designations. Depending on your situation, it may also include business succession plans, charitable giving strategies, and ethical wills that communicate your personal values and life lessons.
Both wills and trusts serve different purposes and can be essential parts of an estate plan. A will outlines your wishes for asset distribution and guardianship, while a trust can manage your assets during your lifetime and after death, offering additional benefits like avoiding probate. Our team can help determine which option best suits your needs.
You should review your estate plan every 3-5 years or whenever you experience a significant life event, such as marriage, divorce, the birth of a child, or the purchase of a new property. Regular updates ensure that your plan reflects your current wishes and circumstances.
Probate is the legal process through which a deceased person’s assets are distributed. It can be time-consuming and costly. To avoid probate, you can set up trusts, designate beneficiaries, and use joint ownership of property. Our team can help you explore strategies to minimize or avoid probate.
Yes, you can amend or update your will or trust at any time, as long as you are mentally competent. It’s important to keep these documents current to ensure they reflect your wishes.
We offer business succession planning to ensure a smooth transition of ownership and leadership in your business. Our services include creating strategies to protect your business, plan for future leadership, and manage financial and legal considerations, ensuring your business legacy continues.
An ethical will is a non-legal document that communicates your values, beliefs, personal experiences, and life lessons to your loved ones. It is a meaningful way to pass on more than just financial assets and can be a powerful part of your legacy.
The timeline varies depending on the complexity of your estate and your specific needs. Typically, the process takes a few weeks from the initial consultation to the finalization of documents. Our team works efficiently to ensure that your plan is completed promptly while maintaining thorough attention to detail.
The cost of estate planning depends on the complexity of your estate and the specific services you need. We offer transparent pricing and will provide a detailed estimate after your initial consultation. Our goal is to provide valuable, personalized planning that fits your budget.
Copyright 2024©Legacy Estate Planning. All Rights Reserved.