Summary: Legal reformers are beginning to shine a light on an area of the legal process that has suffered from abuse for years: adult guardianships and conservatorships. While the possible negative impacts of an unwanted guardianship or conservatorship can be severe,...
Summary: Courts, legislatures and attorneys general are continuing to come face-to-face with the ongoing scourge that is the misuse of guardianship legal proceedings in order to abuse seniors. While this abuse can often involve the loss of a senior’s personal...
Summary: Regardless of the size of your estate, almost any estate can benefit from estate planning. For those people who may eventually have a need for receiving benefits from the Medicaid program, Medicaid planning can be a valuable component of your estate plan,...
Summary: One aspect of estate planning that too many people overlook is long-term care planning. With people living longer than ever, the chance of needing long-term care is higher than ever, so you need to have a plan in place. These plans can include many techniques...
We have enjoyed our experience working with Legacy Assurance while we set up our trust. Everyone has been very professional and knowledgeable in every step of the process. Everything has transpired just as stated.read more
Our experience with Legacy Assurance was very positive. Everything was done in a timely and professional manner, the employees were all knowledgeable, courteous and kept appointments punctually. I certainly recommend them.read more
We were treated great with everyone we dealt with from Legacy. The only thing is when we finished, we realized we didn't have any money for us to secure. If you have money it is a very nice company to deal with.read more
When I first met with the representative of Legacy I was concerned that what I was told was too good to be true. It wasn't. Over time, the experience with Legacy, particularly the attorney I worked with, was beyond my expectations. Areas that I never thought about were covered as we planned for the future. I now have a sense that everything is in order for my family when I move into eternity. This brings me great peace. Thank you, Legacy!read more
We have had excellent customer service....even AFTER the fact. We have had to contact the attorney assigned to us without any problems and our representative has always been prompt in response. No pushy stuff...just concern about OUR situation. Highly recommend for your estate planning!read more
Every thing was handled very professionally. We are very pleased with the individuals we dealt with. Lesley was very informative and presented everything throughly in a very understanding method. He answered any questions we had throughly. We are vey happy with our decision to go with Legacy.read more
My wife Gail and I worked with Legacy Assurance to set up a Revocable Trust to avoid Probate of our Estate for our three children. We assumed it would be a lot of work and a bit of a hassle, but we were wrong! The people at Legacy made it a simple step-by-step process. We felt confident after our initial meeting with the Legacy Representative and all follow-up meetings were quick, simple and very convenient because "they came to our home." All conferences with the Legacy lawyer were conveniently conducted by phone or email. The price was a lot lower than we expected too.
We are very happy that we choose Legacy Assurance for our Revocable Trust, because now we can rest easy. We recommend Legacy Assurance if you are looking to set up a Trust for your estate because they are professionals and experts at what they do!
Anthony & Gail Pullara
Oregon, Wisconsinread more