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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
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.
Kiddie Tax – Are You Kidding?
Many parents wonder whether and when their children have to pay taxes. Children who earn wages pay taxes if their income exceeds their standard deduction, however, where children have unearned income, such as from investments or interest on bank accounts, they may...
Ring a DING, NING – How an Incomplete Gift Non-Grantor Trust Can Save Taxes
When it seems like you’ve exhausted all tax-saving strategies, there still may be another one left. It’s called an Incomplete Gift Non-Grantor Trust (ING). An ING is an irrevocable trust designed to reduce or eliminate state income tax. It is typically used by...
What Will Happen When the Current Gift and Estate Tax Exemption Sunsets in 2025?
The federal government, and some state governments, have a gift and estate tax that applies to assets transferred to another party. However, the tax only applies if the transfers exceed a specific threshold. Amounts below that threshold are exempt from tax. In...