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.
Our focus is the I in Family and Client. It is You. We are here to serve and to help create a customized plan. Not only the individual you, but the one you built within your family. By creating a process that focuses on the bond between you and your family, we facilitate a process that simplifies and comforts an otherwise difficult period of time.
OUR Goal
Our goal is to serve the I with Excellence while offering complete Transparency of communication to build a long-lasting Relationship standing on Trust.
Based on our core values, it is apparent that we are here to serve the Client and the Family. Our goal is to facilitate an estate planning process by providing support, trust, and communication.
Our Core Values
OUR Mission
TO HELP FAMILIES, INDIVIDUALS, AND BUSINESS OWNERS TO BUILD A CONSCIOUS LEGACY
THAT ECHOES THROUGH GENERATIONS.
OUR Why
To create a stable foundation for the next generations. Leaving behind a legacy is something that most of us wish to do. Each of us wish to make sure that our story is told, our love ones are cared for, and that what we are able to leave to those we love is protected. This is why we work with our clients to make sure their wishes are met and that we are able to give them the peace of mind that protections for them and their loved ones are in place.
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.
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.
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.
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
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 and her team just completed creation of my trusts and estate planning. Needless to say, I learned a lot about the process and could not be happier with the experience working with Legacy Law Group, PLLC. I definitely recommend this firm for all your estate and trust planning needs!"
"Everyone we worked with at Legacy Law Group were friendly, professional and knowledgeable. We felt very well informed throughout the process and had all of our many questions answered along the way. We have already referred others to them because we had such a great experience."
"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"
"I worked with the team at Legacy Law Group, I new nothing... they educated me, they helped me understand what was right for me and my situation. I left feeling informed, protected and happy. I highly recommend."
"I recently engaged Anastasia and the Legacy Law Group to update my outdated will and associated documents. I was extremely impressed by her in-depth knowledge of the estate planning process; specifically with her recommendation to set up a revocable trust for my assets in order to avoid lengthy probate. Her response to questions and attention to detail were impeccable and I would recommend her services without reservation."
