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Senior Couple

Legacy Planner
Trust-Based Estate Plan

Senior Couple

Legacy Planner Trust-Based Estate Plan

This estate plan is designed for individuals who want to preserve their legacy and proactively protect their hard-earned assets from the rising costs of nursing home care. Tailored for those planning ahead, it offers enhanced asset protection, shielding wealth from creditors and nursing home expenses while providing tax advantages to loved ones who will inherit. This package is ideal for legacy planners who value the peace of mind that comes with knowing their assets are safeguarded for the future, ensuring they remain a meaningful gift to the next generation.

What's Included?

  • Basic Last Will and Testament w/ two testamentary trusts

  • Personal Property Memorandum

  • Medicaid Planning Compliant Financial Power of Attorney

  • Advanced Health Care Directive

  • HIPPA

  • Medicaid Asset Protection Trust ("MAPT")

  • Certificate of Trust

  • Basic Trustee Instructions

  • Information for Tax Professionals 

  • Personalized Estate Planning Portfolio

  • Free Access to Client Portal

  • Notary fees are always included

Three Design Sessions
Personalized Estate Planning Binder
Client Portal
Access
Notary Fees are Included
Senior Couple

Your Story Matters To Us

We offer a free initial consultation to discuss your unique needs and explore how we can help you plan for any stage of life. Contact us now to get started on a path to peace of mind.

Crane Law, PC

238 Market Street

Bloomsburg, PA 17815

(888) 776-3788

brian@cranelawpc.com

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Crane Law, PC provides the information on this website for informational purposes only. The information does not constitute legal advice. The use of this site does not create an attorney-client relationship. Please contact us if you wish to discuss the contents of this website in more detail. Any communications seeking advice or legal representation via the contact us form or email with one of our team members will be a confidential and privileged communication. Our lawyers are licensed to practice law in Pennsylvania only.

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