Estate Planning And Preserving Your Legacy
Welcome to Legacy Law Group LLC!
Customized Estate Planning and Wealth Preservation for Your Future and the Future of Your Loved Ones
You worked hard all your life to build your estate. Now it is time to determine the legacy you want to leave. We provide uniquely crafted plans to meet your legacy planning needs to pass your assets, including your investments, real estate, businesses, and personal property to your loved ones and/or charities. We may implement strategies into your plan to cover the costs of long-term care, including nursing home care and in-home assistance, without depleting your assets, and ensure your spouse is provided for.
We take a client-centered approach to ensure your plan is uniquely tailored to you, your family, and the legacy you want to leave. We work hard to ensure our clients are fully informed of all planning options while counseling them through these important decisions. We are here to help when a loved one passes away. We represent heirs, beneficiaries, family members, and corporate fiduciaries in every step of the probate or trust administration, with the utmost compassion and understanding.
In addition to creating customized wills and trusts, we guide our clients through the process of creating durable powers of attorney and healthcare documents, such as health care powers of attorney, living wills, and HIPAA authorizations. This allows our clients to outline their wishes in advance of a problem and will usually keep the family out of an expensive court guardianship proceeding. By guiding clients through proper disability planning, they decide for themselves who to name as an agent to act upon incapacity, rather than a judge in a courtroom.
Because our firm intentionally focuses on just a few key areas of the law, we bring the capabilities and expertise of a large firm, but the personalized attention of a small firm. We strive to establish long-term, personalized relationships with all clients.
Legacy Law Group, LLC serves Northeast Wisconsin, with offices in Appleton, Green Bay, and Clintonville. Our services focus exclusively on estate planning, disability planning, protecting assets from long-term care costs, wealth transfer planning, asset protection planning, and probate & estate administration. Please contact us for more information.
Featured in...
One of our expert estate planning lawyers help to provide insights into the estate planning process and how appropriate estate planning can avoid your wishes being contested during the settlement of your estate. This publication, titled ‘Ways to Avoid a Will or Trust Contest,’ provides valuable insight into the importance of proper estate planning.
Do you Need a New or Updated Will or Trust?
Estate planning is essential to ensure assets are distributed according to your wishes. Maybe you have never had an estate plan done, or life has changed since you completed your estate planning, or it has been years since you have completed your plan. Take our Trust and Will Survey to assess if it may be time to update your estate plan or put your plan together for the first time.
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Estate Planning
Organize and manage your assets to ensure they are distributed according to your wishes after death to minimize complications
Elder Law
Review legal issues affecting older adults, including healthcare, long-term care, guardianship, and the protection of assets
Estate Administration
Carry out a the wishes of a deceased person, ensuring debts are paid and the estate is settled according to will or state law
