It’s never too late to start estate planning! Even if you’ve delayed, we can help you put essential documents in place quickly. The sooner you act, the more options you have to protect your loved ones and assets.
Medicaid planning protects your assets while qualifying for long-term care benefits. Combining it with estate planning ensures your wealth is preserved for future generations. We specialize in designing plans that address both.
Estate planning for blended families ensures that both biological and stepchildren are accounted for according to your wishes. We can customize a plan to prevent disputes and provide clarity for your family’s unique needs.
Yes! We can help you navigate the complexities of owning property in different states. A revocable living trust is often the best solution to streamline asset management and avoid probate in multiple jurisdictions.
A Durable Power of Attorney allows someone to manage your financial affairs, while a Healthcare Power of Attorney designates someone to make medical decisions on your behalf. These documents ensure your wishes are respected if you become incapacitated.
Yes, proper planning can minimize or eliminate estate taxes through tools like irrevocable trusts, gifting strategies, and charitable giving. We’ll design a plan to protect your wealth and ensure your legacy is preserved.
Probate assets go through the court-supervised process of probate, while non-probate assets (like those in a trust or with designated beneficiaries) pass directly to your heirs. We can help structure your estate to minimize probate and simplify asset distribution.
The time frame depends on the complexity of your needs. Simple estate plans can be completed within a few weeks, while more comprehensive plans may take longer. Our goal is to work efficiently while ensuring every detail is handled with care.
Estate planning costs can vary depending on the complexity of your situation and the documents required. At our firm, we offer transparent pricing and customized packages, so you know exactly what you’re paying for. Contact us for a consultation and detailed pricing information.
Working with us is simple. We start with an initial consultation to understand your specific goals. From there, we create a personalized plan that reflects your values and family’s needs. Our team ensures every detail is covered, so you can have peace of mind.
At Legal Legacy Trusts & Estates, we combine professional expertise with a personal touch. As a woman- and minority-owned law firm, we bring a unique perspective to estate planning. We focus on clear communication, customized plans, and empowering our clients to make informed decisions about their future.
A revocable trust lets you make changes during your lifetime and is ideal for most families. An irrevocable trust is more permanent and often used for advanced estate tax or asset protection strategies. We’ll help you decide what’s best for your situation.
With estate planning, you can name guardians for your children, create trusts to manage their inheritance, and ensure their financial needs are met. This gives you confidence they’ll be cared for no matter what happens.
Yes, certain strategies, like setting up an irrevocable trust, can shield your assets from creditors, lawsuits, and long-term care costs. We’ll work with you to design a plan that secures your financial future.
We recommend updating your estate plan after major life events, such as marriage, divorce, the birth of a child, or significant financial changes. Otherwise, a review every 3–5 years ensures everything stays current with your goals and state laws.
Without an estate plan, state laws decide how your assets are distributed, which might not align with your wishes. This can lead to unnecessary taxes, delays, and even family disputes. Creating a plan now ensures your loved ones are protected.
A trust can help you avoid probate, ensure privacy, and offer greater control over how and when your assets are distributed. We can guide you through whether a revocable living trust or an irrevocable trust is best for your needs.
A complete estate plan typically includes a last will and testament, revocable living trust, durable power of attorney, healthcare power of attorney, and advance directive. Each document works together to protect your future and provide peace of mind.
Estate planning is the process of protecting your assets, ensuring your loved ones are cared for, and establishing your medical and financial wishes. A well-crafted estate plan helps you avoid probate, minimize estate taxes, and prevent family disputes. Our team specializes in making this process straightforward and stress-free.
At Legal Legacy Trusts & Estates, empowering your legacy with thoughtful planning is at the heart of what we do. Our team is here to provide clear, compassionate guidance tailored to your unique needs. Fill out the form below, and let us help you take the first step toward protecting what matters most.