Your Life. Your Legacy. Your Plan.
Lacey & Lyons is dedicated to providing focused estate planning services to ensure that your loved ones are protected in the event of your death. We attempt to help you save money, allowing your loved ones to avoid costly probate and litigation.
Estate planning is more than just a will - it’s creating a custom plan to protect both you and your family in the event of your death. Here are some of the estate planning services we provide.
Traditional Estate Planning
Traditional planning documents include wills, health care proxies, power of attorneys, living wills and irrevocable and revocable living trusts. We can also assist with probate, trust administration, special needs, guardianship and future care planning.
Modern Estate Planning
Traditionally, most people don’t think of getting a will unless they are married with children. However, everyone must have a will and estate planning documents. Lacey & Lyons can help single people, unmarried partners, LGBT couples and blended families create estate planning documents. We can even help ensure that pet planning is taken into consideration, so your pets are cared for after you pass away.
Asset Planning Protection
Protecting your assets is vital and when we consult about your estate planning, we can give you advice about protecting your assets from the government, lawsuits, taxes, divorce, nursing homes, bad business ventures and predators.
Advanced Tax Planning
If you have a large estate or income, we can consult and help implement some creative strategies to minimize taxes, while allowing your family to maintain control over their inheritance and financial security. This type of advanced planning is perfect for helping ensure that assets are protected for future generations.
Business Succession Planning
Protecting your business interests and having a plan in place to continue operations in the event an owner or principal becomes incapacitated or dies is necessary. These documents can help you explore tax-efficient options for selling the business while minimizing taxes or transferring it to an heir.
To be eligible for Medicaid, if needed, may require that your assets be distributed. Medicaid applicants and recipients that have too much income may be enrolled in a Pooled Income Trust planning option. By planning, you can make sure that your assets are protected from nursing homes, and you receive the medical treatment you need.
Your Resource for Estate Planning
Lacey & Lyons is your resource for all your estate planning needs. Our legal team can answer any questions you may have related to estate planning and long-term care. We can also put you in touch with private resident consultations and coordinate services that are provided by other facilities. Contact us today to arrange your estate planning consultation.