When we meet for your Family Wealth Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.
We've priced our planning for you at the intersection of affordability and effectiveness. Estate planning at Legacy Law Group is not one size fits all. We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little 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’ve got you covered.
We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
schedule a family wealth planning session
complete an estate planning worksheet
attend a family wealth planning session
review your decisions & confirm information
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
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.
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.
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.
"Just got done getting a trust set up from Legacy Law, and Anastasia could not have been nicer and more professional. Everyone at this firm was polite and friendly, and the whole process was easy to understand and get taken care of. I am so happy to have the trust in place to take care of my wonderful family."
"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"
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 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."