Life & Legacy Planning Services
Wills & Trusts
You have probably heard, or even decided already, that it is time to put together a Will, or maybe a Trust for your family. Through thoughtful discussion, our goal is to help you understand the important differences between a “Will” and a “Trust”.
Asset Protection Planning
Planning for Parents of Minor Children
Parents with young children often fail to properly plan or postpone Estate Planning. Let us show you why it is important to plan now. We offer a comprehensive Kid’s Protection Plan™ to ensure that your children are always protected.
Special Needs Planning
We can assist you with comprehensive planning for your children with special needs. If you are struggling to raise a child with a physical, developmental or mental disability, we can help you manage the many financial, social and medical issues involved.
After-Life Support
Losing a loved one is difficult enough without the additional stress of making important financial decisions that can dramatically impact your family for years to come. If you have been asked to oversee the administration of an estate, you should know what is involved before agreeing to do so.
Business Succession Planning
We can help business owners design, implement and maintain effective plans to help them reduce their personal liability, preserve all viable income tax deductions, facilitate their own retirement (one day!), maintain family harmony, retain key employees and minimize income, gift and estate taxes.
Thank you for your interest. I know you have a lot of options when it comes to legal planning. At Arch Legacy Firm, we are devoted to helping families and professionals protect their loved ones and practice through estate planning and asset protection planning. We look forward to meeting with you!