An estate is defined as all the money and property owned by a particular person, especially at death. A legacy is defined as a gift by will especially of money or other personal property; or a bequest. Don’t leave an ESTATE. Leave a LEGACY. One size does not fit all, and we can help you find the simplest solutions for your situation. We are experts in this type of planning and will assist you in creating a custom plan that is reviewed by our attorney.
No one intends to leave their family the headache, costs, court dates, and probate often associated with an unexpected passing of a loved one that did not plan for this final transition of life. Estates that get tied up in probate court are often due to a lack of simple planning techniques. The first step is to call us and communicate your situation and your wishes. We will be listening.