Legacy protection is something that you should be planning your whole life. It may involve some aspects of what is called “elder law”, but the legal tools available in this planning process can benefit you and your loved ones well before you’re gone. People engage in legacy planning for a variety of reasons: perhaps you or your spouse has received a medical diagnosis that threatens to reduce your assets significantly, you want to provide for someone that has special medical needs or issues with finances or substance abuse, you want to make sure your grandchildren can enjoy a better quality of life with your financial assistance, or you have a special organization or cause you want to help through your legacy. Depending on your particular challenge or goal, Bass Law Group can help you explore which options will best suit your individual circumstances.
- Estate Planning Evaluation
- Last Will and Testament
- Revocable and Irrevocable Living Trusts
- IRA and Retirement Account Trust Planning
- Supplemental Care Trusts
- Modified Life Estate Deeds (“Ladybird Deeds”)
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