Peace Of Mind For You And
Those Left Behind


Your Legacy

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.

Denver Estate & Trust Planning Attorneys

At Legacy Law Group, we are not just your traditional estate planner who only focuses on legal documents. Instead, we offer a comprehensive concierge service through a l i f t program (Legal, Insurance, Financial, Taxes).



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.

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.

register

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!

register

WHAT IS A REVOCABLE
LIVING TRUST?

This is an agreement with three parties: the Trust-makers, the Trustees (or Trust Managers), and the Trust Beneficiaries. For example, a husband and wife may name themselves all three parties to create their trust, manage all the assets transferred to the trust, and have full use and enjoyment of all the trust assets as beneficiaries. Further “back-up” managers can step in under the terms of the trust to manage the assets should the couple become incapacitated or die. Special provisions in the trust also control the management and distribution of assets to heirs in the event of the trust maker’s death. With proper planning, the couple also can avoid or eliminate death taxes on their estate. The Revocable Living Trust may allow them to accomplish all this outside of any court proceedings.

Whether you are young or old, rich or poor, married or single, if you own titled assets such as a house and want your loved ones to avoid court interference at your death or incapacity, consider a revocable living trust. A trust allows you to bring all of your assets together under one plan.

WHAT IS A LIVING WILL?

Sometimes called an Advance Medical Directive, a living will allows you to state your wishes in advance regarding what types of medical life support measures you prefer to have, or have withheld/withdrawn if you are in a terminal condition (without reasonable hope of recovery) and cannot express our wishes yourself. Oftentimes a living will is executed along with a Durable Power of Attorney for Health care, which gives someone legal authority to make your health care decisions when you are unable to do so yourself.
What does Intestacy mean?

If you die without even a Will (intestate), the legislature of your state has already determined who will inherit our assets and when they will inherit them. You may not agree with their plan, but roughly 70 percent of Americans currently use it.

WHAT IS A WILL?

The document a person signs to provide for the orderly disposition of assets after death. Wills do not avoid probate. Wills have no legal authority until the willmaker dies and the original will is delivered to the Probate Court. Still, everyone with minor children needs a will. It is the only way to appoint the new “parent” of an orphaned child. Special testamentary trust provisions in a will can provide for the management and distribution of assets for your heirs. Additionally. assets can be arranged and coordinated with provisions of the testamentary trusts to avoid death taxes.

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

What Do Clients Say?

We were very pleased with Anastasia Fainberg! Anastasia is very knowledgeable in all aspects of law, and we were grateful to have her as our Estate Planning Attorney! She was very thorough in explaining the difference between a "Will," versus "Trust." We were able to accomplish all of our goals with Anastasia in a timely manner, and we appreciated her meeting us at her Fort Collins office! We highly recommend Anastasia Fainberg, and are referring our family and friends to her!
"I am so grateful for Anastasia and all she did to make the entire process of my Estate Planning and Will + Trust completely seamless and stress-free. Anastasia is a pleasure to work with and I will not hesitate to reach out to her for support should I need her services again!"
"We were overdue for estate planning and not sure where to start. Legacy Law Group was very professional, responsive, and communicated thoroughly during the process. We appreciated the knowledge and expert service from everyone at the firm. The feeling of relief in having this taken care of has been wonderful! We highly recommend Legacy Law Group; you are in good hands with Anastasia and her team!"
"We had Anastasia handle our trust and will documents. Everything went smooth and she's always there for any additional recommendations or make necessary changes. Highly recommend.
"Anastasia is extremely helpful and ready to explain every detail that does get confusing at times when it comes to estate planning. Excellent service and dedication to the clients. Strongly recommend"
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