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Are you ready to take the next step in securing your family’s future? We’re here to help with compassionate, personalized guidance tailored to your estate planning needs. Contact Sandhill Legacy Planning today to schedule a consultation.

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FAQs

Frequently Asked Questions

Below are clear answers to some of the most common estate planning questions we receive at Sandhill Legacy Planning. If you are ready to discuss your estate planning needs in more detail, please contact us today.

What exactly is estate planning?

Estate planning involves creating legal documents to ensure your assets, medical decisions, and legacy are managed according to your wishes, especially during incapacity or after death. The best time to start estate planning is now — before you face an emergency. Major life events like marriage, having children, or health changes also highlight the importance of starting or updating your estate plan.

Estate plans should be reviewed and updated at least every three years or immediately after significant life changes like marriage, divorce, births, deaths, or substantial financial shifts. Sandhill Legacy Planning proactively reviews your estate plan every three years at no additional cost.

A Will still requires Probate Court validation after your passing. Probate is expensive, public, and lengthy. A Trust, however, completely bypasses probate.

Without Medicaid planning, care facilities can indeed deplete your savings. Proper planning protects your assets and ensures eligibility for Medicaid.

No. Sandhill Legacy Planning Special Needs Trusts specifically preserve eligibility for critical programs such as Medicaid and SSI.

Yes, clearly defining your funeral and memorial preferences within your estate plan helps your family fulfill your final wishes exactly.