Wealth Preservation & Estate Planning

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Wealth Preservation & Estate Planning

Whether a client’s goal is the transfer of wealth from one generation to the next, taking advantage of the latest changes in the tax code, or managing charitable giving, the Wealth Preservation & Estate Planning attorneys at Legal Origins are here to help ensure their wishes become reality.[/fusion_text][separator style_type=”none” top_margin=”20″ bottom_margin=”” sep_color=”” border_size=”” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”” class=”” id=””][/one_half][one_half last=”yes” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=””][/one_half][/fullwidth][fullwidth background_color=”” background_image=”” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”130px” padding_bottom=”130px” padding_left=”30px” padding_right=”30px” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][two_third last=”no” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=””][fusion_text]

Practice Overview

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Your legacy transcends money – it encompasses your values, which may include securing your family’s future or supporting another cause close to your heart such as your favorite charity, your place of worship, or your community, to name a few.

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It is never too early to begin thinking about your legacy or to begin shaping your estate plan. Designing a legacy consistent with your values is an important decision that must account for state, federal, and tax rules and regulations.

Contact one of our Wealth Preservation & Estate Planning attorneys to receive a complementary Estate Planning Questionnaire. This questionnaire was prepared to help you organize your thoughts about estate planning and provide us with a starting point in understanding your values and wishes.[/fusion_text][/two_third][one_third last=”yes” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=””][imageframe lightbox=”yes” gallery_id=”” lightbox_image=”” style_type=”none” hover_type=”zoomin” bordercolor=”” bordersize=”0px” borderradius=”0″ stylecolor=”” align=”none” link=”” linktarget=”_self” animation_type=”fade” animation_direction=”down” animation_speed=”1″ animation_offset=”” hide_on_mobile=”no” class=”” id=””] [/imageframe][/one_third][/fullwidth][fullwidth background_color=”” background_image=”https://legalorigins.com/wp-content/uploads/2016/01/331.jpg” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”center center” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”10px” padding_bottom=”50px” padding_left=”0px” padding_right=”0px” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][one_fourth last=”no” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”right center” hover_type=”none” link=”” border_position=”right” border_size=”3px” border_color=”#ffffff” border_style=”solid” padding=”” margin_top=”25px” margin_bottom=”25px” animation_type=”0″ animation_direction=”down” animation_speed=”0.1″ animation_offset=”” class=”” id=””][fusion_text]

VISION

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“Question Assumptions. Create Value. Simplify the Legal Process.”

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A Brief History of Tax

Taxes on the succession of property upon the death of the owner have been around for a very long time. The concept of an estate tax in the United States initially gained notoriety with the introduction of the first state inheritance tax during the late 19th century. Today, the estate tax is a tax imposed on the transfer of the “taxable estate” of a deceased person, whether such property is transferred via a will or according to the state laws of intestacy. In addition to the federal government tax, many states also impose an estate tax, often called an inheritance tax.

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    Full Name

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    Brief Summary of Issue

    Disclaimer: No attorney-client relationship is created by submission of this Initial Consultation Request Form.

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