Live the Legacy you Plan,
Or just Leave a Legacy
the Goverment Decides.
Avoid Probate, Protect Home Equity, and Name Guardians with Confidence
Did you know this
Homeowners?
You have invested in your home year to year, mortgage to mortgage, memory to memory.
The last thing you want to do, is leave your family argueing over the details and paying the fees at their worst moments.
Avoid Probate Delays, court fees, and high taxes
Protect Home Equity from Legal Fees, Creditors, and Liens
Plan for Incapacity with Durable Powers and Directives
Minimize Estate Taxes and Preserve Home Value
Create a Clear Property Succession Plan
Parents, What will happen to your
Children?
It can get complicated if the worst happens, and parents die while leaving behind an underage child(ren) or an adult disabled child(ren).
You can let them go through the system or leave the ones you trust the authority to raise your children.
Avoid putting your children through the system
Appoint Guardianship or let the court decide
Fund their life even after the unexpected
Avoid family disputes
Layout provisions to protect and enrich their lives
Protecting and growing the kingdom is a primary goal of many...
Women.
You’ve worked hard to build a life and a legacy—estate planning empowers you to protect your family’s future, ensure your values guide every decision, and give yourself peace of mind.
Estate Planning for Child Guardianship and Family Security
Business Owner Estate Planning: Continuity and Succession
Asset Protection and Tax Reduction Strategies in Your Estate Plan
Asset Protection and Tax Reduction Strategies in Your Estate Plan
Legacy Planning and Charitable Giving to Reflect Your Values
Avoiding Probate and State Default Rules with a Customized Plan
Inclusive Estate Planning Solutions for
ITIN and No-SSN Individuals
Navigating estate planning without a Social Security number can feel overwhelming—worrying about protecting your family here or abroad, securing assets, and avoiding costly legal hurdles.
A tailored estate plan for immigrants and ITIN holders ensures your wishes are honored, your loved ones are cared for, and your hard-earned assets stay protected.
Protecting Assets Without an SSN
Guardianship for Children Regardless of Status
Healthcare Decisions & Power of Attorney
Cross-Border and International Considerations
Protecting Home Equity and Property Rights
Minimizing Tax and Legal Obstacles
Clear Succession and Communication
we fight for your benefits and protect those you love by puting an estate plan for...
Veterans.
After dedicating years to serving our country, veterans often worry about preserving hard-earned VA benefits, protecting their families, and ensuring their legacy endures.
A veteran-focused estate plan navigates military-specific rules—safeguarding pensions, benefits, and assets—so you and your loved ones have clarity and security.
VA Benefits Preservation
Survivor Benefit Protection
Disability & Long-Term Care Planning
Burial Preferences & Final Wishes
Guardianship & Powers of Attorney
Asset Protection & Tax Planning
Business Continuity for Veteran Entrepreneurs
Estate planning tailored for
Businessowners
Running a business means your company, employees, and family depend on your foresight—yet unexpected events like illness, disputes, or market shifts can put everything at risk.
A customized estate plan for business owners ensures continuity, protects assets, and secures both your enterprise and your loved ones.
Succession Planning
Asset Protection for Business and Personal Wealth
Incapacity Planning & Management Powers
Tax-Efficient Exit and Transfer Strategies
Key-Person and Continuity Safeguards
Legacy & Family Security Beyond the Business
Based in California, Serving the Nation
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This website provides general information for educational and informational purposes only. Living The Legacy Agency LLC is not a law firm and does not provide legal, tax, or financial advice. Any legal documents or tools offered through this site may be created in collaboration with licensed third-party providers. The content and services available on this site are not a substitute for professional advice. You should consult with a licensed attorney, tax advisor, or financial professional regarding your specific situation.