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Estate planning offers the peace of mind to families that can only come from preparing for the inevitable. With proper planning, you can assure that:

1) you will not be indefinitely stranded on life support;

2) guardianship court proceedings will be avoided should you become unable to make financial decisions for yourself;

3) probate court proceedings will be avoided that could last from 1 to 3 years and cost from $2,500 to 8% of your estate;

4) your estate will be distributed with privacy, efficiency and in a timely manner;

5) the fraudulent claims of creditors and predators cannot take assets away from your loved ones;

6) young beneficiaries will receive their inheritance over time and in a manner that will not harm them and will remain protected from creditors; and

7) all estate taxes which could otherwise take about half of your estate will be eliminated.

None of us knows the time of our passing. If you wait to complete your plan until you are ill or too feeble, it could be extremely difficult or impossible. If you take the time to complete your plan while you are healthy, you will be prepared whenever your plan is needed. Everyone would have an appropriate and up-to-date plan if they knew the consequences of not doing so.

Since your initial meeting is complimentary, and since at the end of that meeting you will know exactly what you should do, why you should do it, and what it will cost, why not take the first step toward an orderly transition and page an attorney.

 

Estate planning attorney Rodney Piercey with the Legacy Advisor Group can assist with all estate matters, including:

  • Wills

  • Trusts

  • Business Succession Planning

  • Estate Tax Reduction

  • Power of Attorney for Health Care

  • Power of Attorney for Property

  • HIPPA Authorization Forms

  • Family Limited Partnerships

  • Dynasty Trusts

  • Charitable Lead Annuity Trusts

  • Charitable Remainder Trusts

  • Grantor Retained Annuity Trust

  • Self Canceling Installment Notes

  • Limited Liability Companies

  • Irrevocable Life Insurance Trusts

  • Grantor Deemed Owner Trusts

 

 

Why Choose Legacy?

  • We coordinate your team of attorneys, financial planners, accountants, and insurance experts to help you get your estate plan in order and eliminate unnecessary delays, expenses and all estate taxes.
  • We practice only estate planning.
  • We guarantee your satisfaction, or we don’t get paid.

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