Life And Legacy

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At Walker LBC, we understand the importance of securing your future and leaving a legacy for your loved ones. Our Life and Legacy Services help you plan for the future, protect your assets, and ensure your wishes are honored.

Estate Planning

We can provide you with essential estate planning tools, including Wills, Powers of Attorney, Advanced Healthcare Directives, and Trusts. Our goal is to ensure that your assets are distributed according to your wishes.

Business Succession Planning

Do you know what will happen to your business if you are no longer able to manage it? Planning for the future of your business is crucial to preserve your hard-earned legacy. Our firm specializes in business succession planning, helping you ensure a smooth transition of your business to the next generation of owners or to plan for dissolution of your business. We develop customized strategies that protect your business, assets, and the livelihood of your successors.

Financial Planning & Retirement

Our firm uses a holistic approach to ensuring that your legacy is protected, and financial planning and retirement is a pivotal component of legacy planning. Our firm will provide consulting services in these areas and collaborate with other professionals so that your plan is unique to your goals, helping you accumulate wealth, protect assets, and prepare for a comfortable retirement.

Elder Law

As you age, long-term care planning becomes increasingly important. Home health and/or nursing home expenses can quickly dissipate your life savings. Our firm provides the legal support you need to find alternative ways to pay for long term care, while legally sheltering your assets from being counted for Medicaid qualifying purposes.

Probate & Administration

The process of estate administration can be complex and overwhelming during such a challenging time. Our firm is here to provide guidance and assistance with probate and estate administration matters. We simplify the process, helping you navigate legal requirements and settle estates efficiently.

Life And Legacy

Home

Here's how we can assist you

Estate Planning

Business Succession Planning

Financial Planning & Retirement

Elder Law

Probate & Administration

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