Protecting Your Future, Your Family, and Your Assets

At the heart of a well-crafted estate plan is the desire to secure your family’s future and preserve your legacy. Our Legacy Trust Plan is a comprehensive solution designed to meet those goals with precision, flexibility, and care.

Whether you’re preparing for the unexpected or safeguarding what matters most, this plan provides the tools, strategies, and guidance you need for peace of mind.

Key Features of the Legacy Trust Plan

Legal Documents and Real Estate Protections

• Living Trust: The cornerstone of your plan, ensuring seamless management and transfer of your assets.
• Last Will & Testament: A backup plan for any assets not included in your trust, ensuring all bases are covered.
• Power of Attorney: Authorizes a trusted person to manage your financial affairs if you’re unable to do so.
• Medical Directives: Provides clear instructions for your healthcare decisions in case you’re incapacitated.
• Assignment of Personal Property: Ensures cherished items are distributed according to your wishes.
• Real Estate Deed and Massachusetts Homestead: Protects your family home and ensures it is included in your overall estate plan.

Tax Strategies and Protections

• Inheritance Trust™ Provisions: Shield your heirs’ inheritance from creditors, lawsuits, and divorce.
• Trust Protector Provisions: Adds a layer of oversight and flexibility to your trust, ensuring it adapts to changing circumstances.
• Trustee Distribution Checklist: Provides step-by-step guidance to your trustee for handling distributions.
• Retirement Plan Provisions: Maximize the tax efficiency of your retirement accounts.

Tools and Ongoing Support: Asset Trust Organizer™ and TrustSupport™

All Legacy Trust Plans include our Asset Trust Organizer™ and TrustSupport™ program for the first year, helping to keep your estate plan current:

• Our Asset Trust Organizer is a simple, user-friendly tool to keep track of your assets and their alignment with your trust.
• TrustSupport is a program that offers regular check-ins to ensure your plan stays current.
• Updates and reviews of your plan as your needs evolve.

Why Choose the Legacy Trust Plan?

The Legacy Trust Plan is more than just a collection of legal documents; it’s a comprehensive strategy designed to:

• Protect your loved ones from financial and legal challenges.
• Minimize taxes and maximize the value of your estate.
• Provide lifelong security and peace of mind for your heirs.
• Preserve your family’s legacy for generations to come.

Ready to Build Your Legacy? Let’s start the conversation. Schedule a consultation to learn how the Legacy Trust Plan can help you achieve your goals.