As families progress, estate planning needs change. If you are the owner of a closely held small business, including a ranching or farming operation, that you ultimately wish to pass on to your children through strategic business and tax planning, then the Legacy Family estate plan was created with you in mind.
Legacy planning looks different for each family. Based on your goals, we will take advantage of the appropriate legal tools to provide for your loved ones in the event of incapacity and death, and to also strategically pass on your business, and ultimately your legacy, in the most strategic, and tax advantageous way.
The Legacy Family estate plan is a comprehensive estate plan that will be customized to you and your family. In addition to various documents and instructions that guide your loved ones and fiduciaries at your death, this plan includes:
- Financial Power of Attorney
- Medical Power of Attorney
- Living Will
- Last Will and Testament
- Trust(s) based on clients needs
- Legacy Story
- Asset Inventory
- Virtual Asset Inventory Letter
- Instructions to Personal Representative