Estate planning is for everyone, not just the wealthy or the aging. Anyone can become disabled at any time. One of the most important steps you can take to protect yourself and your loved ones is to establish an estate plan. A well-designed estate plan provide for loved ones, including minor children or aging parents, provide for incapacity, avoid probate at death, reduce or avoid estate taxes, and provide for charitable organizations.
I meet with individuals and families to review their personal and financial situation, including their needs, concerns, hopes and goals, and explain the options available to them based on their situation. This may include wills, trusts, powers of attorney, advance medical directives, or a combination of these, depending on client needs and goals. Once their estate plan is in place, my client’s enjoy peace of mind knowing they have provided for themselves and their loved ones in case an unexpected crisis occurs.
At Legacy Life Plan, LLC, we bring the law to your corner. We are dedicated to understanding what results you want and to helping you understand what actions we can take on your behalf. We will work with you every step of the way to make sure that you understand the choices you are making and feel empowered to make them.
Pet trusts are for clients who wish to provide for their beloved non-human family members, and are not just for the rich and eccentric. They are for any pet owner who wishes to ensure the proper care and treatment of their much-loved pet should the owner become disabled or pass away. Giving away a pet to a friend or family member does not always accomplish this goal. I work with clients to design the best estate planning method based on the client’s goals, their pet’s needs and the client’s financial resources.