One World Legacy and Estate Planning
Who We Are
One World Legacy and Estate Planning, elder Law firm, helps clients analyze and assess their family's current and future potential needs, taking into account not only the family's financial resources, but the family's interpersonal dynamics. Critical to this assessment are the elder generation's goals and wishes for their own living situation, future medical and possible residential care, as well as possible desire for as much independence as can be retained in the course of their estate planning. Estate plans include planning for retirement as well as how to pass assets to your heirs.
Some instruments available are special needs trusts, promissory notes, caretaker children options Life Estate Deeds, gifting strategies, traditional trust and estate planning, techniques for estate and gift tax reduction, charitable planning, including matters such as living trusts, wills, asset protection planning, powers of attorney, advance medical planning, and Medicaid and Medicare matters.