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ESTATE PLANNING • ELDER LAW • BUSINESS PLANNING

Welcome to Legacy Law Firm, P.C. We are a boutique law firm providing legal services exclusively in estate planning, elder law, and business planning. We are dedicated to offering impeccable personalized service and attention to each and every client at every stage of life’s journey. Whether you are just starting your family, taking your business to the next level, interested in preserving wealth or safeguarding a lasting legacy, we are here to help you. Call us to schedule a complimentary consultation to talk about how we can help you achieve your goals.

We are known for our planning for:

Farmers & Ranchers

Farming and ranching are not simply ways to earn a living, they are a way of life. Given that your farm or ranch is likely your most valuable asset as well as the place you call home, you need an estate plan and business plan to protect your operation, your way of life, your family and future generations. We will work closely with you to determine the planning tools and strategies best-suited to your particular needs and goals. Then, we will design a customized, comprehensive plan to meet every single one them.

Long-Term Care & Medicaid

One of the primary goals of elder law is to help seniors find ways to pay for expensive long-term care. We can design a plan in advance to protect your assets in the event you or a loved one requires long-term care in the future. Long-term care planning is a holistic approach that helps coordinate the legal, financial, health and personal care needs for adults to build a better future. In addition, we can help you overcome what is known as a Medicaid planning crisis situation, where an individual must enter a nursing home very soon, or is already living in one, and has been informed that he or she owns too many assets to qualify for Medicaid assistance.

Business Owners & Professionals

Business owners must also address the unique challenges associated with choosing the proper business entity, running the business itself, and transitioning out of the business profitably when the time comes to retire. It is crucial that business owners have holistic planning in place to ensure their goals are achieved. Professionals often face unique opportunities and threats that with proper planning, you can solidify your dreams and take care of your loved ones.

Physicians

We have a long history of working with physicians to provide comprehensive, innovative and strategic plans. You have worked too hard, and sacrificed too much, to put yourself, your family and your practice at risk by failing to plan properly. We can design a customized, comprehensive plan to help you prepare for and protect against potential threats. By using the right planning techniques to protect and manage your assets, we can also maximize your earning potential.

How we can help you:

Estate Planning

• Last Will & Testaments
• Revocable Living Trusts
• Health Care Power of Attorney
• Financial Power of Attorney
• Living Wills

Elder Law & Medicaid Planning

• Medicaid Asset Protection Trusts
• Care Agreements
• Spend-down Avoidance Strategies
• Medicaid Applications
• Irrevocable Trusts

Business Planning & Succession

• Limited Liability Companies
• Corporations
• Family and Limited Liability Partnerships
• Buy/Sell Agreements
• Deferred Compensation Plans

Asset Protection

• Domestic Asset Protection Trusts
• Inheritance Protection Trusts
• Retirement Plan Trusts
• Irrevocable Trusts
• Limited Liability Entities

Special Needs Planning

• Special and Supplemental Needs Trusts
• Self-Settled Trusts
• Pooled Trusts
• Medicaid Planning
• Letters of Wishes and Instructions

Advanced Estate Tax Planning

• Grantor Retained Annuity Trusts
• Intentionally Defective Grantor Trusts
• Irrevocable Life Insurance Trusts
• Charitable Remainder Trusts
• Dynasty Trusts

Guardianship & Conservatorship

• Guardianship Proceedings
• Conservatorship Proceedings
• Guardianship / Conservatorship Administration
• Care Agreements
• Special Needs Planning

Probate & Trust Administration

• Probate of Estates
• Small Estate Affidavits
• Administration of Trusts
• Modification / Reformation / Termination of Trusts
• Family Settlement Agreements

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Review Life Insurance Trusts in Estate Plans

Life insurance trusts have long been hailed as a smart way to provide financial protection for loved ones, while simultaneously avoiding any adverse estate tax consequences. However, the question that most often arises today in the context of a life insurance trust is, do I really need it?

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