CHANGING HOW THE WORLD PLANS

CHANGING HOW THE WORLD PLANS

Estate Planning is too often practiced within a very narrow framework and, consequently, achieves only limited success in accomplishing the client’s goals and objectives. Legacy Law Associates doesn’t allow itself to be bound by traditional thinking. Our planning process identifies the Windows of Opportunity that present themselves as we learn about our clients, their family and the wealth they have successfully created. We are continually working to stay on the cutting edge of estate planning creativity, thinking beyond the ordinary and opening . . .

Kelsey Lynch
Kelsey Lynch
2023-04-26
Always a pleasure working with W. Denis and the company
Eric Landwehr
Eric Landwehr
2023-03-15
Highly recommend this firm for all your legal needs.
Shalonda Stone
Shalonda Stone
2023-02-03
They were very kind and informative I appreciate the legal advice and expertise I highly recommend them for legal services
manny alvarez
manny alvarez
2022-08-29
I highly recommend you guys to use this law firm. They are very nice Troy is on the ball they are constantly giving you updates and letting you know where things are at they are very nice about you coming in and meeting with them when you need answers it's a super nice looking office and it just goes to show that you don't have to go with these big giants to get great service. Thank you guys
Gina Pauze
Gina Pauze
2022-03-27
Hopefully will be a great experience
AllenFunStuff
AllenFunStuff
2021-08-06
Robert Holland made the experience of estate planning much simpler than I expected it to be. He did the heavy lifting by asking intelligence straightforward questions and providing English non-legalese answers to my questions, sometimes with a little story that illustrated and explained the concept. After my first consultation I received one phone call from Robert asking a couple questions and then a call from his office when my paperwork was ready. Returning for my appointment l went over everything with him and signed my paperwork. The office staff kindly took care of everything else and the job was done. I found it to be a surprisingly easy straightforward process working with them and I highly recommend their work.
Austin Horan
Austin Horan
2021-07-23
Thank you Mr Schelly and your wonderful staff. You made setting up our Family Trust a terrific experience. Your initial consultation was so detailed we could tell you have enormous experience explaining the intricacies of estate planning. You are a warm and considerate attorney with the ability to make your clients feel like long time friends. About one year after our Family Trust was established my wife and I had a few concerns about our retirement account as it pertains to the trust Mr Schelly had us visit his office for a half hour consult and he nailed everything down for us with out charge( imagine that) Thank you again for all help and kindness.
Bev St Louis
Bev St Louis
2021-06-09
Get a lot of stuff here they are helpful and they are willing to be asked questions or get someone to answer what is needed or suggested

LEGACY LAW ASSOCIATES, P.L.
313 S. Palmetto Ave.
Daytona Beach, Florida 32114
Phone: 386-252-2531
Fax: 386-258-0392

WINDOWS OF OPPORTUNITY …BEYOND TODAY

Having successfully accumulated an estate that comfortably provides for your lifestyle you may not want to consider the possibility of an event that can jeopardize your financial security. Things happen that were not anticipated with insurance often being inadequate or unavailable. Protection is not something that you seek after the threat appears.Our Firm believes that creditor protection should be an integral part of your planning. We do not encourage or participate in the avoidance of legitimate debt. But the effective and timely use of protection planning allows your security to remain secure and creates opportunity for successful resolution of problems if you are threatened. . . .

Estate Planning

Medicaid

Wills and trusts

Probate

Avoiding Probate

Asset Protection

Real Estate

Corporate Work

BEYOND ESTATE TAXES

At death a significant portion of your family wealth must be relinquished to support the general welfare of our Country, what we call your Social Capital. Although you may not see yourself as a philanthropist, paying estate taxes causes you to participate in Involuntary Philanthropy. There are, however, opportunities to purposefully plan otherwise. Many of the affluent families of our Country have paid little or no estate taxes as their wealth has passed from generation to generation. Estate taxes are not mandatory but are collected from those who fail to plan. With creative planning you can reorganize your family wealth and simply “opt out” of paying all your Social Capital to the IRS in taxes. By exercising this option you can take advantage of the opportunities to transfer your family wealth to your children and grandchildren. The family wealth leverage achieved is both incredibly powerful and extremely satisfying..

BEYOND YOUR OWN LIFETIME

For may people, their children are the primary objects of their bounty. Unfortunately, very few parents take the time to seriously consider and effectively plan for how to best transfer their family wealth to their heirs so as to bless them and not ruin them. Our Firm can help you decide from the multiple possibilities how to appropriately structure the distribution of your family wealth to do the greatest good for those you love. We challenge the traditional thinking of outright inheritances. Clients are encouraged to take advantage of the opportunities to protect inheritances from the predators and creditors our family may encounter. Sometimes, our children are their own worst enemy, living for today and failing to plan for tomorrow. In those instances, inheritances can be structured to fund their retirement, a legacy they will appreciate later.

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BEYOND YOUR OWN FAMILY

Most wealthy Americans have not typically made philanthropy a major part of their lives for one of three main reasons. Many do not consider themselves wealthy enough to give a major portion of their wealth away to charity. Others are not interested in reducing their current lifestyle. Most frequently, they do not want to diminish their children’s inheritances. Fortunately, Congress has provided significant planning opportunities to provide for charitable giving. Properly structured, the tax benefits alone can produce increased cash flow for our clients, create diversification opportunities, reduce income and estate taxes and greatly enhance the children’s inheritances. In fact, your family can actually profit by giving it away. The charitable giving can then be channeled into your favorite endowments or used to create your family foundation, a memorable legacy you leave behind.

BUILDING YOUR FAMILY LEGACY

Clients often have a perception that estate planning is only about wills and trusts, signing some documents that hopefully will care for their family. Even beginning the process is frequently postponed because the Clients do not have answers to their questions of what to do or how to do it. We see our role as more than just scriveners, drafting the documents as the clients instruct. Our clients do not need answers, they need alternatives to insure wise choices. As counselors, we are able to expand our clients thinking, thinking outside the box of traditional methods and solutions. Opening the Windows of Opportunity we guide our clients in building a legacy of significance and lasting impact. Legacies that matter. We invite you to join us in Building Your Family Legacy.