Estate Planning for Those Near Retirement (50+)

We understand that estate planning can be a daunting process, but Legacy Law Group is here to help you understand the issues and the options you have available to you. We guide you through the estate planning process, arriving at a destination where you can feel secure and comfortable no matter what happens in the future.

We work with you to help you determine the best type of estate plan to meet your needs and goals, and then help you design a customized plan in the best interests of both you and your family. With our years of experience serving clients of all ages and all estate sizes, Legacy Law Group can help you identify the pitfalls to avoid and the opportunities to take advantage of.

Protect Those You Love and Preserve What You Have

With every estate plan, we’re concerned with addressing three critical things:

1. Management

Making sure that if you become incapacitated, the right people can immediately take over the management of your assets and use them to provide for you and your needs

Putting provisions in place for the proper management of your assets after you pass

2. Preservation

Maximizing the amount of your assets that will be passed on to your beneficiaries, by paying the least amount possible in taxes, court costs and attorney fees

3. Distribution

Having the right people receive the assets you’ve worked a lifetime to accumulate and save, instead of the people dictated by the law

Having those people receive the assets at the right time, appropriate to their age, needs, abilities, strengths and challenges

What Happens if you Don’t Make a Plan?

Without the right estate plan in place, you can lose control over critical components of your estate, and the consequences for you and your family for failing to address these issues can be devastating. A well-drafted and maintained estate plan, including a Revocable Living Trust, can achieve all of these objectives, while protecting your assets and your loved ones from risk

The Advantages of a Living Trust

A Living Trust is a legal document that can be used to allow you to maintain control of your assets during your lifetime, even if you become incapacitated and cannot manage your own financial affairs.

In addition, a Living Trust also allows the you to control the manner in which your assets will be distributed to loved ones after your death, taking into account the individual strengths and skills of each beneficiary, as well as the challenges that each one may face. Living Trust estate plans allow for an efficient administration of your estate, saving your family as much as possible in professional fees, court costs, and taxes and eliminating the risk of disagreements and disputes.

Experienced Estate Planning Attorneys

Legacy Law Group concentrates on putting together estate plans for the retiring or newly retired individual who wants to protect their financial future and that of their families. Our experienced team of estate planning lawyers will put together a plan that will Protect Those You Love and Preserve What You Have.

For more information about how we can protect you and those you care about most, please contact Legacy Law Group today at 419-872-7670 to schedule your free, no obligation consultation. Or, watch one of our free online webinars for information on wills, trusts, and probate.