Protect Your Family. Preserve Your Legacy.
Welcome to Legacy Planning Law Group, a leading estate planning and elder law firm serving the Jacksonville area. We are dedicated to helping our clients protect their families and preserve their legacies through comprehensive and personalized planning strategies. At Legacy Planning Law Group, we understand that every family is unique, and we believe that estate planning should be tailored to meet the specific needs and goals of each client. Our team of experienced attorneys and professionals is committed to providing the highest quality legal services with integrity, professionalism, and respect.
Our Services
At Legacy Planning Law Group, we offer a wide range of services designed to help our clients achieve their estate planning goals. Our practice areas include:
- Estate Planning: We work with clients to create customized estate plans that protect their assets, minimize taxes, and provide for the smooth transition of their estates to their loved ones. Our services include the preparation of wills, trusts, powers of attorney, and advance directives.
- Elder Law: We help clients navigate the complex legal and financial issues that can arise as they age, including Medicaid planning, veterans pension planning, guardianship, and long-term care planning.
- Business Planning: We assist business owners in protecting their investments, planning for succession, and managing risk through the formation and operation of limited liability companies (LLCs) and S corporations.
- Probate and Estate Administration: We guide personal representatives, trustees, and beneficiaries through the probate and estate administration process, ensuring that estates are settled efficiently and in compliance with Florida law.
- Asset Protection: We help clients protect their assets from potential creditors, lawsuits, and other threats through the use of trusts, business entities, and other strategies.
- Special Needs Planning: We provide comprehensive planning solutions for families with special needs members, including the creation of special needs trusts, guardianship, and public benefits planning.
Our Team
Our team of attorneys and professionals is led by Bill O'Leary, the founder of Legacy Planning Law Group. Bill is a highly respected estate planning and elder law attorney with over 20 years of experience in helping clients protect their families and preserve their legacies. Bill is joined by a talented group of attorneys and professionals who share his commitment to providing exceptional legal services with a personal touch.
Our Mission
At Legacy Planning Law Group, our mission is to help our clients achieve their estate planning goals with confidence and peace of mind. We believe that every family deserves the protection and security that comes from having a well-drafted and implemented estate plan. We are dedicated to providing our clients with the highest quality legal services, delivered with integrity, professionalism, and respect.
Thank you for considering Legacy Planning Law Group for your estate planning and elder law needs. We look forward to the opportunity to serve you and your family.
Exceptional Service and Expertise
The reviews for Legacy Planning Law Group are overwhelmingly positive, with every reviewer giving the firm a perfect 5-star rating. The common thread throughout is the exceptional service and expertise provided by the firm's staff, particularly Bill O'Leary. Reviewers praise the firm's ability to explain complex legal concepts in a clear and concise manner, making the estate planning process manageable and stress-free.
Attention to Detail and High-Quality Service
The reviews highlight the firm's attention to detail, with many reviewers praising the team's professionalism, kindness, and responsiveness. Reviewers also commend the firm's ability to put their minds at ease, providing a sense of security and peace of mind. One reviewer noted that the firm's services were a "refreshing change" from their previous experience with other legal professionals.
Earning Trust and Building Relationships
Reviewers praise the firm's ability to build trust and establish a sense of rapport, making them feel comfortable and heard. Several reviewers specifically mention the firm's willingness to take the time to explain complex legal concepts and answer questions, which helped to alleviate any anxiety or concern.
Conclusion
Overall, the reviews demonstrate a consistent pattern of excellence, highlighting the firm's commitment to providing high-quality service, expertise, and professionalism. The reviewers' glowing recommendations and praises attest to the firm's ability to deliver exceptional results, making it a go-to destination for estate planning needs.
