Wills, Trusts, & Estate Planning

We provide estate planning that ranges from simple to complex, depending on your assets and your goals, and can include the use of a Will, Trust, Powers of Attorney, Planning Tools for Minor Children, Special Needs Planning, and more.

Wills are a common estate-planning tool. However, a poorly written or “fill-in-the-blank” Will can have extreme, unintended consequences; sometimes the legal meaning of words is very different from the common meaning. Wills can be simple and straightforward but should always be customized to your particular situation by a knowledgeable professional. We at Legacy Law Planning can ensure your Will will work the way you intend in a way that meets your preferences and your budget.

Trusts were once thought of as only for the very wealthy. Today trusts are a common tool to transfer assets, manage assets for minor children, and to provide asset protection for your ultimate beneficiaries.

Powers of Attorney are documents that allow another person to act on your behalf under particular circumstances. These documents come in two forms— medical and financial, and they allow you to pick your agents while you are competent, rather than leaving that decision to a judge after incapacity.

Planning Tools for Minor Children are extremely important for a parent’s peace of mind, and usually include:

  • Long-Term Guardianship Nominations
  • Short-Term Guardianship Nominations
  • Medical Powers of Attorney
  • Caregiver Instructions

Special Needs Planning for individuals with disabilities can involve a number of estate planning devices, including special needs trusts and MiABLE accounts, specifically tailored to achieve or maintain social security and Medicaid benefits or to optimize asset use for an individual with special needs. If you or a loved one has a disability, special needs planning can help improve security, asset protection, independence, and overall quality of life.