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.
We invite you to explore this site to learn more about us, what we do and how we can help you achieve your goals. Better yet, why not call us to schedule a complimentary consultation? We welcome the opportunity to meet you in person and get to know one another. Let’s talk soon.
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
Testimonials
“I highly recommend Legacy Law Firm for your Estate Planning and Elder Law questions.”
I received an invitation from Legacy Law Firm to attend a supper and seminar on Estate Planning and Elder Law. It caught my eye as
“So thankful for my attorney…”
My husband was experiencing a serious illness in his later years. At that time, our son who is an attorney in another state, said, ‘Mom,
“…Understand the dynamics of our family and business.”
Our attorney always made us feel like we are her number one priority. She’s taken the time to get to know our unique situation and
“The family session was really good for us.”
We were really well pleased. A big part was feeling comfortable with someone we had never met and who really had no idea of who
Blog Feed
When Should I Review My Estate Plan?
An estate plan is the guide to how you want your personal and financial affairs to be handled, in the event of your incapacity or death.
Why Should I Buy a Home with a Real Estate Trust?
When you buy a home, you have the option of buying the home in a trust. Why should you choose to purchase a home in a trust? By getting a property in a trust, you hold the property for your benefit and the benefit of whomever you decide to own it after you.
What Seniors Need to Know About Annuities
You hand over a sizable lump sum. The annuity company gets to invest it, however they see fit. They will pay you a fixed monthly amount.
You Should Decide – Not Your Kids!
Listen, no one wants to get older, but it is a part of life. You