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Monday to Friday: 9 AM - 5 PM
Weekends: Closed
Experienced professionals
Our team comprises seasoned attorneys with extensive legal expertise and knowledge.
Client focused
We prioritize our clients' needs, providing personalized and effective estate planning solutions.
Proven success
Our firm has a track record of giving our clients the best possible estate planning solutions for their specific needs.
Comprehensive services
We offer a wide range of estate planning services for any type of situation you may find yourself in.
Frequently asked Questions
What is the difference between a Will and a Trust?
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different.
What's included in an Estate Plan?
Legacy Law Group offers three levels of planning to suit your varying needs, and you get to choose the level of planning that best fits your family. From starter plans designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered. When we meet for your Family Wealth Planning Session, we will review our three planning levels with you, and you will choose our own fee based on your budget and the planning options that are most important to you and your family.
How are we different?
At Legacy Law Group, we believe in building lasting relationships with our clients. That’s why we offer a free assessment of your current estate plan every 3 years. Our commitment of keeping your plan up-to-date assures that it aligns with your evolving needs and circumstances, providing you with ongoing peace of mind.
What is a revocable living trust?
A revocable living trust is a contract made between two parties, known as the trustor and the trustee. The trustee is entrusted with managing and maintaining the assets placed into the trust in the interest of the beneficiary of the trust. The trustee has legal authority over any money, assets, and property placed into the trust. Beneficiaries may receive money or assets from the trust during the trustor’s lifetime or after their death, depending on how the trust is set up. A good trust will include specific instructions on distributing the assets within the trust after the trustor’s death. Many times, the trustor, trustee, and beneficiary are the same person or group of people, such as a married couple, while they are living.
Establishing a revocable living trust is an effective way to control property and assets and how they are distributed after your death. They can also help avoid probate and certain estate taxes.
What is a living will?
A living will, otherwise known as an Advance Medical Directive, is a document that outlines instructions for the administration, withholding, or withdrawal of medical care in cases where a person is no longer able to make informed decisions or provide consent. Typically, these documents cover the administration of life-sustaining care, life-saving care, or care for a person in a vegetative state in instances where they are incapable of expressing their wishes. A living will allows you to express which life-support measures you wish to have applied to you, determine if you wish to make anatomical donations after your death, and facilitate other important decisions on your behalf. This document can be revoked or updated at any time.
What is a will?
A will, also known as a last will and testament, is a legal document that contains all of your final wishes. This can include instructions on how to distribute your assets and property, the naming of a guardian for your children, the appointment of an executor of your estate, instructions on the payment of debts and taxes, details on how to transition investments to beneficiaries, your wishes for funeral and burial proceedings, and more. Upon your passing, a will is read aloud in a local probate court. The court will then authorize the executor of your will to carry out its instructions and distribute your assets according to your wishes.
Wills can be amended and updated at any time. Having and maintaining a current, updated will is important in order to ensure your wishes are fulfilled and the future of your loved ones is secure.
How do I schedule a consultation?
To schedule a consultation, you can contact us through our website, call our office, or email us directly. Our team will assist you in setting up an appointment at a convenient time to discuss your estate planning needs and how we can help.