At Legacy Wealth Estate Planning Attorneys, we understand that estate planning is a complex and constantly evolving process. It's important to regularly review and update your estate plan to ensure that it accurately reflects your wishes and effectively manages your assets. That's why we offer a variety of additional services to help our clients with their estate planning needs.
At Legacy Wealth Estate Planning Attorneys, we offer a comprehensive review of existing estate plans to ensure that they are up-to-date and aligned with our clients' current wishes and goals. Our attorneys are experienced in reviewing a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
During the review process, we will carefully examine all of the documents in your estate plan to ensure that they are legally valid and accurately reflect your intentions. We will also identify any potential issues or areas of concern that may need to be addressed.
After completing the review, we will provide a detailed report outlining our findings and recommendations for any necessary updates or modifications. We will also work with you to implement any necessary changes to your estate plan to ensure that it is fully customized and effective in managing your assets and providing for your loved ones.
Estate taxes can have a significant impact on the assets you leave behind for your loved ones. At Legacy Wealth Estate Planning Attorneys, we offer tax planning services to help our clients minimize their estate tax liability and maximize the value of their assets.
Our attorneys are knowledgeable in the latest tax laws and regulations and can provide guidance on a range of tax-saving strategies, including the use of trusts, charitable giving, and gifting. We will work with you to identify the most effective tax-saving strategies based on your unique situation and goals.
In addition to tax planning, we can also assist with the preparation and filing of any necessary tax returns, ensuring that your estate is in compliance with all applicable laws and regulations.
Whether you are just starting to plan your estate or are in the process of updating an existing plan, our team at Legacy Wealth Estate Planning Attorneys is here to help. Contact us today to learn more about our additional services and how we can assist with your estate planning needs.
When a person becomes incapacitated or unable to make decisions for themselves, it may be necessary to appoint a guardian or conservator to act on their behalf. At Legacy Wealth Estate Planning Attorneys, we can help you understand your options and navigate the process of obtaining guardianship or conservatorship.
Guardianship is a legal relationship in which one person, known as the guardian, is appointed by a court to make decisions on behalf of another person, known as the ward. Guardianship is typically used when a person is unable to make decisions for themselves due to a mental or physical disability. The guardian is responsible for making decisions about the ward's personal care, medical treatment, and financial affairs.
Conservatorship is similar to guardianship, but it is specifically focused on managing the financial affairs of the ward. A conservator is responsible for managing the ward's assets, paying bills, and making financial decisions on their behalf.
At Legacy Wealth Estate Planning Attorneys, we can help you understand the differences between guardianship and conservatorship, and assist you in determining which option is best for your situation. We can also help you navigate the legal process of obtaining guardianship or conservatorship, and provide guidance on how to manage the responsibilities of being a guardian or conservator.
Estate planning can often be a complex and emotionally charged process, and disputes may arise between family members or other stakeholders. At Legacy Wealth Estate Planning Attorneys, we offer mediation and dispute resolution services to help resolve conflicts and find mutually satisfactory solutions.
Mediation is a voluntary, confidential process in which a neutral third party, known as a mediator, helps facilitate communication and negotiation between disputing parties. The mediator does not make decisions or take sides, but rather helps the parties explore their options and come to a resolution on their own. Mediation can be a cost-effective and efficient way to resolve disputes, and it allows the parties to maintain control over the outcome.
If mediation is not successful, or if the parties prefer a more formal approach, we also offer dispute resolution services through arbitration or litigation. Arbitration is a form of alternative dispute resolution in which a neutral third party, known as an arbitrator, makes a binding decision based on the evidence presented by the parties. Litigation is the traditional process of resolving disputes through the court system, in which a judge or jury makes a decision based on the law and the evidence presented by the parties.
At Legacy Wealth Estate Planning Attorneys, we have experience in all forms of dispute resolution, and we can help you understand your options and choose the best course of action for your situation. We will work with you to resolve conflicts in a way that protects your interests and preserves relationships to the extent possible.
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