Services Blog

The Internal Revenue Code is complicated and ever-changing. At Legacy Planning & Probate, LLC, we are committed to staying on top of the evolving framework and will work with you to keep you educated on issues that impact you. Specifically, we counsel clients on various tax matters, including how taxes might affect their estate plans, gift implications, and other estate-related matters.

The last thing on your mind after the death of a loved one is the complicated legalities of opening a probate proceeding and transferring assets. At Legacy Planning & Probate, LLC, we understand how difficult this time can be. We work closely with her clients to navigate the probate process as efficiently and stress-free as possible.

As part of the process, we will assists with the filing of the appropriate pleadings in the proper jurisdiction, ensuring the proper transfer of assets, addressing any creditors claims, communicating with any beneficiaries/heirs regarding outstanding issues, filing the appropriate tax returns, and closing the Estate. We can focus on these issues and let you focus on your family and moving forward.

Your wedding day should be one of the best days of your life; unfortunately, sometimes marriage just does not work out. However, executing a marital agreement ensures transparency prior to the big day and protects everyone involved. It provides clarity on how things will be handled in the event things unwind won the road and will let you focus on the big day, worry-free. Legacy Planning & Probate, LLC, can work closely with you to create a marital agreement that achieves your goals and give everyone peace of mind.

You might wonder why you even need an estate plan. Maybe you do not have minor children, or you do not think of yourself as wealthy, or you think that your family members always get along, and so you think – “this doesn’t apply to me!” Although you’re not alone in thinking that, we would encourage you to reframe your perspective on planning. More than half of Americans have no planning in place.  The lack of a plan can create unanticipated challenges and hurdles for your family and loved ones if something unexpected happens.  For example, have you thought about what might happen to you in the event of a medical emergency? Who do you trust to act on your behalf with regards to your medical and financial decisions? What is the plan for any assets or important family items you might have? How do you ensure people you care about are taken care of? We understand that planning for a future without you in can seem uncomfortable, but a future without a plan can be far more complicated than it seems. Working with Legacy Planning & Probate, LLC, to create an effective estate plan or documents to direct care in case of an emergency is one of the greatest gifts you can give your loved ones.

At Legacy Planning & Probate, LLC, we advise clients on a variety of estate planning tools, including:

·      Last Will and Testament;

·      Trusts;

·      Financial Powers of Attorney;

·      Living Will and Medical Powers of Attorney