ESTATE PLANNING CASE STUDIES

Success Stories

The stories and scenarios presented here are composites created for illustrative purposes. They do not represent actual clients, client experiences, or specific matters handled by Legacy Counsellors. Names, circumstances, and details have been created or modified to demonstrate common planning considerations.

Meet Thomas and Gloria

High Net Worth Planning

Thomas and Gloria have always lived a comfortable life when it comes to their finances. After Thomas inherited his parents’ substantial estate of $10 million outright, they both felt not only intimidated by the wealth, but disturbed by the amount of tax they had to pay on the estate.

See Case Study

Meet Annabel

Medicaid

Annabel is a successful business owner in her 60s that is concerned with her eventual need for Medicaid. This concern stems from the experience she had with her parents, who both eventually needed to be cared for 24 hours a day.

See Case Study

Meet James & Patti

Traditional Planning

James & Patti, who have been married for over 30 years, are beginning to think about what is going to happen after they are gone. These thoughts lead them to consider about their previous experiences with estate planning with their parents.

Learn More