At Creative Planning Legal, P.A., we understand that planning for the future is about more than simply growing your assets – it’s about leaving a legacy for the people and causes that matter most to you. That is why our experienced estate planning attorneys use an array of techniques to help you achieve your legacy goals. We also help protect your assets from probate and creditors, while minimizing your estate and income tax liabilities.

Custom Guidance From a Team You Can Trust

We have spent more than two decades refining our estate planning process to help ensure we are ready to address the state of affairs of even the most complex estates. Your custom estate plan is specifically designed to achieve your goals based on your current situation, generational planning objectives, charitable giving wishes and business succession needs.

A Full Suite of Services to Support Your Legacy

Estate Planning

Wills
Durable powers of attorney
Healthcare powers of attorney
Living wills
Revocable living trusts
Irrevocable trusts
Charitable trusts
Foundations
• Life insurance trusts
• Trust termination
• Estate planning
• Gift tax planning
• Mergers and acquisitions
• Real estate transactions
• Marital agreements
• Testamentary trusts

Business Owner Estate Planning

• Business incorporation/LLCs
• Buy-sell agreements
• Business succession planning
• Mergers and acquisitions

Trusted Trusts

Trusts can play an important role in ensuring your legacy goals are carried out according to your wishes. Our custom trust services include administration, recordkeeping, tax reporting and compliance, and distributions/settlements.

We can help with:

• Asset protection trusts/LLCs
• Special needs trusts
• Successor planning
• Trust decanting
• Multigenerational trusts

Book Your Free Meeting

We serve clients nationwide. Set up your free, no obligation consultation today.

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