As an estate planning attorney, I have seen firsthand how important it is to have a plan in place for the future. All too often, families are caught off guard by unexpected events, leaving them struggling to navigate the complex legal and financial landscape. I am dedicated to helping my clients avoid this situation by proactively planning for the future. Whether it’s elder care, business planning, or estate management; I look to bring the knowledge and experience I have gained to help my clients make the best decisions for their families. I am honored that my clients look to me as their trusted advisor, you can rest assured that your family’s future is in good hands.
My story centers around my family. Most importantly I am a Mother of 3 children – Daniel, Raphael and Adele. Everything I do is rooted in creating a lasting and secure legacy for them.
I come from an immigrant family, who came here from the former Soviet Union, so I know what it’s like to start from scratch due to a change in government, political or social issues.
I find inspiration for what I do in my experiences, from my own life. Working along side my clients to make sure their loved ones won’t need to start from scratch, no matter what, is the core foundation to my entire firm.
Prior to starting my own firm I practiced in a large national law firm as well as in-house. While these were great experiences and gained much from the experiences; in the end it lead me to where I truly wished to focus my time and my services, my own practice helping families secure their futures.
I LOVE COOKING, READING, HIKING.
I ALSO LOVE YOGA, MEDITATION AND WORKING OUT.
MOST OF ALL I LOVE SPENDING TIME WITH MY KIDS.
TO HELP FAMILIES, INDIVIDUALS, AND BUSINESS OWNERS TO BUILD A CONSCIOUS LEGACY
THAT ECHOES THROUGH GENERATIONS.
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.
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.
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