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Happy Halloween everyone!

Why not Treat your Family with an Estate Plan?

We here at Legacy Planning Law Group have several to choose from.

“Witch” one is right for you?

Estate Planning is not something to be taken lightly. If you are not careful it can be more of a “Trick” than a “Treat”

Let our experienced Attorney, Bill O’Leary help you decide.

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you when you die.

When that happens—and it is a “when” and not an “if”—you probably want to control how those things are given to the people or organizations you care most about. To ensure your wishes are carried out, you need to provide instructions stating whom you want to receive something of yours, what you want them to receive, and when they are to receive it. You will, of course, want this to happen with the least amount of paid taxes, legal fees, and court costs.Ref:

One of the “Tricks” of Estate Planning is improper Trust Funding or Asset Alignment. We here at Legacy Planning Law Group have an Asset Alignment Coordinator dedicated to helping you align your assets into your Trust. Nearly all our plan’s include Trust Funding/Asset Alignment free of charge. It is what supersedes other Law Firms who do not offer or include this service.

Call us today at 904-880-5554 to speak with an experienced team member about your personalized situation. Or e-mail us at: .

We can book a 15-minute discovery call to ascertain your unique circumstances and set up an appointment with our attorney, Bill O’Leary who, with his over 30 years of Estate Planning experience, can help individualize an Estate Plan perfectly unique to you and your family!


Don’t have time to call?

Then click here and set up a complimentary 15-minute phone call on a day and time you choose, that is most convenient for you:

Visit our website and see what we are all about:

Watch/hear some true-life horror stories?


Don’t get “Tricked” this Halloween, Treat your family to the best treat ever: Your Legacy!

Have a great Monday everyone, and Happy Halloween!!

From Team Legacy.


Read more related articles here:

Estate Planning Needs for Every Stage

The Estate Planning Essentials That Will Help Protect You, Your Family, and Your Asset’s!

Also, read another of our previous Blogs here:

Estate Planning for Blended Families – (Hint: It’s not a very Brady world.)

Click here for a short informative video from our own Attorney Bill O’Leary.



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