Life
Home /
You’ve worked hard to build a legacy for your loved ones. We love working hard to show you ways to protect that legacy. We love our work. That is why we often become our clients’ lawyers for life.
And whether you’re just starting your family or nearing retirement, estate planning with Smith Legacy Law is not a transactional relationship. We will stay with you through all of life’s journeys. We are committed to helping you protect and preserve your assets. Estate Planning clients enjoy a complimentary annual check-in call with their attorney and depending on the size of your estate and unique needs, more frequent contact may be merited. We monitor evolving markets, laws and regulations that may impact your estate plan and work hard to keep you informed and protected.
Prepare and Plan for the Future
As your trusted counsel and advisors, our skilled and knowledgeable attorneys will be at your side as you navigate life’s most important milestones and transitions. Smith Legacy Law is uniquely positioned to draw on a wide array of resources typical of large firms yet, at the same time, offer a level of personal service usually only available from a boutique practice.
No matter the stage of your life or the scope of your goals, our comprehensive menu of life planning services will help you prepare for whatever the future holds.
Wills, Trusts and Estate Planning
Probate, Trust and Estate Administration
Philanthropic Giving and Charitable Planning
Supplemental / Special Needs Planning
Asset Protection Planning
Medicaid Asset Protection
Matrimonial Asset Protection
Guardianships and Conservatorships
Life Happens. We’re Here to Help You!
Contact us to schedule your free consultation.
* indicates required fields
FEATURED VIDEO
Smith Legacy Law:
Your Lawyers For Life
Contact an Experienced Life Planning Lawyer Today
Smith Legacy Law provides knowledgeable and sophisticated representation to high-net-worth individuals wishing to safeguard their financial legacy and their family’s future. Each of our attorneys seeks to forge long-lasting, mutually beneficial relationships that further our client’s goals while preserving their wealth for the next generation.
Contact Smith Legacy Law to schedule your free consultation today.
Latest Insights
Catch up on the latest legal developments with the potential to impact your life, your family, and your estate.
How to Appeal an IRS Decision
If the IRS has determined that you owe taxes, and has assessed a penalty against you or taken collection action, you may be able to file an appeal. However, there are a variety of rules and deadlines that apply when you appeal an IRS decision. Failing to comply...
What is Fiduciary Accounting?
A fiduciary, such as the executor of an estate or trustee of a trust, is in a position of power and control over the estate or trust. As such, a fiduciary has certain legal duties to the beneficiaries of the estate or trust. One of the key responsibilities of the...
Probate and Estate Administration Tips: What Steps Must Be Taken to Close the Estate?
If you are named as an executor or administrator of an estate, it is your responsibility to manage and close the estate. This is a complicated process that begins with filing a petition with the Probate Court as discussed in our prior blog post, Probate and Estate...
