Welcome
TO LEGACY LAW GROUP
At Legacy Law Group, we focus on building quality long-term relationships with our clients. We understand that Estate Planning is an ongoing process, and one that requires regular review and updates. Our goal is to be your Estate Planning partner for life, providing guidance and support as your needs change over time. Whether you’re looking to create or update your Will or Trust, plan for incapacity, or prepare for the passing of a loved one, we can help. Contact us today to schedule a consultation with an Estate Planning attorney who can help you make sure your journey is a safe and prosperous one.
IF YOU ARE A FAMILY OR AN INDIVIDUAL, HERE'S WHAT THE LIFT SERVICE WILL OFFER:
Legal
Your complete estate plan based on all of your assets, goals, wishes, and family dynamics
Insurance
Life, Disability, and Long Term Care insurance options to provide for asset savings strategy and pass wealth tax free.
Financial
A complete plan to help you create a financial vision, retirement planning, investments, etc.
Taxes
a complete tax strategy for wealth preservation and planning
IF YOU ARE A BUSINESS OWNER, THE LIFT SERVICE WILL OFFER YOU, AS THE OWNER, EVERYTHING, THAT THE TRADITIONAL LIFT INCLUDES, AND WILL ALSO PROVIDE THE FOLLOWING:
Legal
review and/or set up of your business structure, contracts, agreements, leases, buy-sell, business succession agreements.
Insurance
key person insurance, buy-sell, general liability and other types of business insurance.
Financial
planning your goals and business finances.
Taxes
a complete tax strategy for your business.
Practice Areas
Helping you make sense of estate planning, elder law and guiding small business succession planning is a trust that we do not take lightly.
Our goal is to provide exceptional service that supports the generations of your family.
Serving families, individuals & businesses throughout Colorado we work diligently on our clients behalf. No matter your age or story, one of the best moves you can make is to protect the life you have worked to build, both now and in the future.
ONLINE
MASTERCLASS
LEGACY WORKSHOP
ESTATE & FINANCIAL PLANNING 101
LEGACY WORKSHOP
ESTATE & FINANCIAL PLANNING 101
During the webinar, we’re going to uncover the three most common myths about why people avoid estate planning, how most traditional estate planning documents could land your family in court, and you’ll hear our process for empowering you to make the right choices for your loved ones.
UPCOMING
EVENTS
Wine &WILLS
Come enjoy wine and cheese and learn about the basics of estate planning, including:
Wills, Trusts, Guardianships,
Incapacity Documents, and more!
WHAT IS A REVOCABLE
LIVING TRUST?
A revocable living trust is a contract made between two parties, known as the trustor and the trustee. The trustee is entrusted with managing and maintaining the assets placed into the trust in the interest of the beneficiary of the trust. The trustee has legal authority over any money, assets, and property placed into the trust. Beneficiaries may receive money or assets from the trust during the trustor’s lifetime or after their death, depending on how the trust is set up. A good trust will include specific instructions on distributing the assets within the trust after the trustor’s death. Many times, the trustor, trustee, and beneficiary are the same person or group of people, such as a married couple, while they are living.
Establishing a revocable living trust is an effective way to control property and assets and how they are distributed after your death. They can also help avoid probate and certain estate taxes.
WHAT IS A LIVING WILL?
A living will, otherwise known as an Advance Medical Directive, is a document that outlines instructions for the administration, withholding, or withdrawal of medical care in cases where a person is no longer able to make informed decisions or provide consent. Typically, these documents cover the administration of life-sustaining care, life-saving care, or care for a person in a vegetative state in instances where they are incapable of expressing their wishes. A living will allows you to express which life-support measures you wish to have applied to you, determine if you wish to make anatomical donations after your death, and facilitate other important decisions on your behalf. This document can be revoked or updated at any time.
WHAT IS A WILL?
A will, also known as a last will and testament, is a legal document that contains all of your final wishes. This can include instructions on how to distribute your assets and property, the naming of a guardian for your children, the appointment of an executor of your estate, instructions on the payment of debts and taxes, details on how to transition investments to beneficiaries, your wishes for funeral and burial proceedings, and more. Upon your passing, a will is read aloud in a local probate court. The court will then authorize the executor of your will to carry out its instructions and distribute your assets according to your wishes.
Wills can be amended and updated at any time. Having and maintaining a current, updated will is important in order to ensure your wishes are fulfilled and the future of your loved ones is secure.
HOW ARE WE DIFFERENT?
At Legacy Law Group, we believe in building lasting relationships with our clients. That’s why we offer a free assessment of your current estate plan every 3 years. Our commitment of keeping your plan up-to-date assures that it aligns with your evolving needs and circumstances, providing you with ongoing peace of mind.
WHAT IS INCLUDED IN AN ESTATE PLAN?
Legacy Law Group offers three levels of planning to suit your varying needs, and you get to choose the level of planning that best fits your family. From starter plans designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered. When we meet for your Family Wealth Planning Session, we will review our three planning levels with you, and you will choose our own fee based on your budget and the planning options that are most important to you and your family.
WHAT IS THE DIFFERENCE BETWEEN A
WILL & A TRUST?
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different
Read these valuable reports
Seven Must Do's When Naming Guardians
The Special Needs Freedom
Guide
Six Mistakes When Choosing An Attorney
REACH OUT TO OUR TEAM
HEAR FROM
Anastasia
AS FEATURED ON KDVR
3600 S YOSEMITE ST,
SUITE 810
DENVER, CO 80237
(303) 954-9428