Peace of Mind
We create customized Trusts designed to manage your assets privately and efficiently, without the delays and expenses of probate court. A well-structured Trust ensures your wishes are carried out exactly as intended and allows your chosen trustee to act immediately upon your passing. Trusts also provide greater privacy and control compared to a Will. Whether you’re planning for minor children, real estate, or complex family dynamics, we’ll tailor a Trust that fits your needs.
A comprehensive Will allows you to clearly outline how your assets should be distributed and who will care for your minor children. It also provides direction for your final arrangements and other important decisions. While a Will does require probate, it ensures your voice is heard during that process. We’ll work with you to create a legally sound, personalized document that reflects your wishes.
Our Medicaid planning services help you protect your savings and property from being depleted by nursing home or long-term care costs. With strategic planning, you can qualify for Medicaid benefits while preserving your assets for your spouse or family. We guide you through complex eligibility rules, helping you avoid costly mistakes. The earlier you plan, the more options you’ll have available.
In the event of serious illness, injury, or incapacity, Powers of Attorney allow trusted individuals to make important medical and financial decisions on your behalf. Without these documents, your family could face court involvement to gain that authority. We help you designate the right people and provide clear instructions to avoid confusion or delays. These tools are essential for protecting your independence and your loved ones.
If you have young children, a clear plan for their care is one of the most important parts of your estate strategy. We help you designate guardians, manage inheritance through trusts, and outline your wishes for their upbringing. These plans provide stability and security during uncertain times. With the right protections in place, your children will be cared for by people you trust.
Special Needs Trusts allow you to provide long-term financial support for a loved one with disabilities without affecting their eligibility for government benefits. These trusts are carefully structured to meet legal requirements and ensure proper management of funds. We tailor each plan to your family’s unique situation and the specific needs of your loved one. With thoughtful planning, you can offer security and stability for years to come.
Asset Protection Trusts are a powerful way to shield your wealth from potential risks like long-term care costs, lawsuits, or creditor claims. These trusts allow you to retain access or control over certain assets while still protecting them legally. We help you assess which strategy fits your goals and how to structure it properly. With the right approach, you can preserve your financial legacy for future generations.
Your funeral and memorial preferences are deeply personal, and documenting them in advance eases emotional and financial burdens on your family. We help you clarify your wishes for burial, cremation, services, and other important decisions. Including this information as part of your estate plan ensures your preferences are honored. It’s a meaningful way to care for your loved ones even after you’re gone.
FAQs
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.
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.
© SLP | Part of the Rooted Pixels Network
