Successful transitions begin with crucial conversations.
With decades of combined technical experience and intentional client care, our attorneys have a proven track record in helping clients feel comfortable about the future with comprehensive wealth transfer planning.
We focus in helping those with complex needs navigate business and wealth transfer with confidence, including:
Our approach to estate planning revolves around customized planning conversations and documents that are carefully aligned with your legacy goals and values. But our process truly stands apart thanks to a deep commitment to, and experience in, navigating complexity and facilitating collaboration among our clients’ team of professional advisors – including financial advisors, tax professionals, and more – throughout the planning process.
If you’re worried about how your legacy will unfold, we can help.
Our commitment to excellence guides the strategies necessary to protect and advance a client’s business and family planning objectives. We’re experienced with:
Our attorneys provide counsel with the highest integrity and intentionality to serve our clients and their team of advisors with care, bringing confidence to your future.
By planning early in the process to minimize tax liabilities for your estate and beneficiaries, we ensure more of your assets are preserved and passed on according to your wishes.
We bring in-depth legal knowledge to navigate complex estate laws, ensuring your wishes are legally sound and effectively executed according to your wishes.
Our approach is tailored to meet your family or business’ unique needs, from setting up trusts to managing healthcare directives, ensuring a personalized estate plan.
With decades of technical experience and a passion for serving our clients, our Legacy team will guide you through the complexities of your Estate Planning process with intentionality and wisdom.
Through initial conversations and an estate planning questionnaire, we listen, learn, and ask questions, so we can best serve you. Schedule a phone call to discuss your estate planning goals and needs.
With your unique needs and goals in mind, we work together during an initial design meeting to carefully create a plan to protect your assets, transfer your values, and ensure a legacy that lives well beyond your lifetime.
Our design meeting leads to the first drafts of your Estate Plan. For most families, a Will, Financial Power of Attorney, and Healthcare Directive are the foundation of a great plan. We incorporate your specific goals into these key legal documents to move us one step closer to completion.
With your sign-off, our team prepares legal documents for your review and signing, then your Legacy Estate Plan is in place – and your mind at ease. We provide ongoing updates and conversation as needed.
We meet with you in person for final review and signing of your estate plan. After our team leads you through the signing process, your finalized plan will be packaged and sent with you.
Because families, assets, and laws change over time, it is important to secure your Legacy Plan through the years ahead. We invite you to consider ongoing review and updates, maintaining alignment to ensure your Legacy lasts.
Work with Legacy Law to craft a personalized estate plan today, and take the first step towards peace of mind for you and your loved ones.
Call today for a free consultation.
