Legacy Estate Planning

Nearby Lawyers Minnesota Dakota County Burnsville Southcross Drive West

(25 reviews)

Contact Info

Location 740 Southcross Dr W, Burnsville, MN 55306, USA
Phone +1 952-222-7895

Reviews

We worked with Taylor to create a Living Trust. She has a charming and engaging personality while maintaining professionalism. Taylor was very personable and knowledgeable throughout the process and kept us on schedule. She patiently answered all of our questions and guided us to a successful conclusion - a Living Trust that met our needs. We believe her background in education as a teacher was a plus! We loved how she used the whiteboard to diagram and explain our options!
Working with Legacy Estate Planning was one of the best decisions we ever made. Taylor Kaspar was a Godsend! She helped up make an ideal estate plan protecting and maximizing our assets, and providing for our children when we are gone. All of the staff are friendly, efficient and knowledgeable. I wholeheartedly recommend Legacy Estate Planning for your estate planning needs.
Taylor is awesome! She walked my husband and I through multiple different options for how to get our estate documents in order and helped us determine what makes sense for us. She was great at helping us make sure we had signed everything in all the right places and following up with us when we were (admittedly) not always on top of everything. On top of being very professional and easy to work with, Taylor is super nice and personable. I highly recommend her!
In the attached photo is myself; my children (19; 14; 8 and 3/4 lol; and 7); and my mother. All I have ever wanted and yurned for in life is marriage with children. I struck out twice! But both times the women of my life chose infidelity. In turn leaving me hurt; scarred; and confused. My 2nd marriage was a NIGHTMARE after we said the "i do's". Narcissistism and gas lighting is real! But unfortunately I did not learn these terms until the end of my 2nd divorce, prior too i had NO way to explain the difficulties i faced. My 2nd wife not only left me in abandonment when I confronted her in regards to her additional relationships i found out about; but she then estranged our children from me for TWO YEARS when I decided to divorce (after 3 years of trying to win her heart back while she was living outside the home in other "relationships"). Anywho, when I finally tapped out of filing motion after motion for myself in the dissolution process, from the state of depression i was in; the financial crisis i faced from the separation; CV-19; and as the Founder and builder of the George Floyd Memorial Gardens, i was in a really broken place and couldn't fight all these front line battles in addition to my marriage! We found Taylor on a whim, and Taylor was a "gift from God"!!! She is one of thee most AMAZING human beings i have ever met in my life!!!! Not only did she take my strenuous case, but she went into the court room, put EVERYONE in their proper places (like the BOSS she is) and immediately got my dignity and my children back 🤗 ❤!!! Taylor and the Legacy staff did 'wonders' in my dissolution of marriage! The filing; the interviewing; the research; the referrals; and made EVERY step so simple and easy along the way!!! In a time here in MN where the driving slogan became "i can't breath"; Taylor and the Legacy group was/is a fresh breath of air! Now that THAT chapter of my life is settled (will not be concluded for another 11 years lol); and now that I can breath air again, I am excited to working with Legacy Estate Planning in helping with my Heirs / estate planning!!! If you are looking for a dedicated team of professionals, who take their career serious, and put their client 1st, then look no further! And if you get the opportunity to work with Miss Taylor, TAKE IT!!!! Because if you don't, and decide to come back, she is a highly reviewed person, as well the legacy staff, and wouldn't want you to miss the opportunity of getting the best service money can find by 2nd guessing and the slot and going to another. A big Thank you too Legacy Group. Words cannot express mine and my children's joy of our reuniting!
Taylor Kaspar was extremely helpful at a time that can truly be distressing--the necessary decision to institutionalize a loved one. She was knowledgeable about the legal requirements and their impacts to both the loved one, in this case my mother, and the supporting family who wants the best. Her help made a complicated scenario easy to navigate and much less stressful as she helped us make all the best decisions! I would recommend her without reservation for any matter related to estate planning. She was responsive, attentive to our needs, and immensely helpful!

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About Legacy Estate Planning

Navigating the complexities of estate planning can feel daunting, but it's an essential step in ensuring your wishes are honored and your loved ones are cared for. For residents across Minnesota, finding a reliable and compassionate legal partner is key. That's where Legacy Estate Planning steps in, offering clear guidance and professional support to help you build a secure future for yourself and your family.

At Legacy Estate Planning, the focus is on providing peace of mind through meticulously crafted estate plans. They understand that every individual and family has unique needs and goals, and they are dedicated to creating personalized strategies that protect your assets, minimize stress for your beneficiaries, and ensure your legacy endures. Whether you're just starting to consider your options or need to update an existing plan, their team is committed to making the process as straightforward and comfortable as possible.

Location and Accessibility

Legacy Estate Planning is conveniently located at 740 Southcross Dr W, Burnsville, MN 55306, USA. This accessible location in Burnsville makes it easy for residents of the surrounding areas to reach their office. Situated within the greater Twin Cities metropolitan area, Legacy Estate Planning serves clients from Burnsville, as well as nearby communities like Eagan, Apple Valley, Lakeville, and Savage. The office is designed to be welcoming and professional, ensuring a comfortable environment for all consultations. With clear directions and easy access, visiting Legacy Estate Planning for your important discussions is a hassle-free experience.

Services Offered

Legacy Estate Planning specializes in comprehensive estate planning services designed to cover all aspects of your future financial and personal wishes. Their expertise helps Minnesota families navigate the legal landscape with confidence. Some of their primary services include:

Living Trusts: Creating revocable or irrevocable living trusts to manage and distribute assets, often avoiding probate court and ensuring a smoother transition for your beneficiaries. Clients have praised their ability to diagram and explain options clearly, making complex trust structures easy to understand.
Wills and Testaments: Drafting legally sound Last Will and Testaments that outline your wishes for asset distribution, guardianship of minor children, and other important directives.
Powers of Attorney: Establishing durable powers of attorney for finances and healthcare, allowing trusted individuals to make decisions on your behalf if you become incapacitated.
Healthcare Directives (Living Wills): Preparing documents that express your medical treatment preferences, ensuring your healthcare wishes are respected.
Probate Administration: Guiding families through the probate process after the passing of a loved one, helping to simplify what can be a complex and emotionally challenging time. They aim to reduce the time, cost, and stress associated with probate.
Asset Protection: Developing strategies to protect your assets from potential creditors, lawsuits, or long-term care costs, safeguarding your family's financial future.
Legacy Planning: Beyond traditional estate planning, they also focus on helping clients plan to pass on their values, stories, and wisdom, ensuring a holistic approach to their legacy.

Features / Highlights

What sets Legacy Estate Planning apart for Minnesota residents?

Personalized Approach: As noted by satisfied clients, Legacy Estate Planning excels at tailoring solutions to individual needs. They take the time to listen, understand your unique circumstances, and develop a plan that truly reflects your goals. One client specifically highlighted how Taylor Kaspar helped them create an "ideal estate plan protecting and maximizing our assets."
Knowledgeable and Personable Staff: Reviews consistently praise the team, particularly Taylor Kaspar, for their professionalism, knowledge, and engaging personalities. Clients appreciate their ability to explain complex legal concepts in an easy-to-understand manner, often utilizing visual aids like whiteboards to diagram options. This educational background (noted as a plus by a client) truly shines through.
Efficient and Timely Process: Clients report that the team keeps them on schedule and ensures a smooth, painless process from start to finish. This efficiency is invaluable when dealing with important legal matters.
Comprehensive Guidance: From initial consultations to the final execution of documents, the team at Legacy Estate Planning provides thorough guidance, patiently answering all questions and ensuring clients feel confident and informed throughout the entire process.
Focus on Peace of Mind: The ultimate goal of Legacy Estate Planning is to provide clients with a sense of security and peace of mind, knowing their affairs are in order and their loved ones are protected.

Promotions or Special Offers

While specific ongoing promotions are not publicly detailed, it is common for estate planning firms to offer initial consultations. We recommend contacting Legacy Estate Planning directly to inquire about any current promotions or complimentary initial meetings that might be available to help you begin your estate planning journey. Many firms offer a free consultation to discuss your needs and provide a fee quote for customized plans, which can be a great way to understand their services without immediate commitment.

Contact Information

Ready to take the next step in securing your future? You can easily connect with Legacy Estate Planning:

Address: 740 Southcross Dr W, Burnsville, MN 55306, USA
Phone: (952) 222-7895
Mobile Phone: +1 952-222-7895

Feel free to reach out to them during business hours to schedule a consultation or to learn more about how they can assist you with your estate planning needs.

Conclusion: Why Legacy Estate Planning is Suitable for Locals

For individuals and families across Minnesota, Legacy Estate Planning stands out as a highly suitable choice for all your estate planning needs. Their dedicated team, particularly noted for their professionalism and personable approach, creates an environment where clients feel heard, understood, and confidently guided. The positive feedback from local clients, highlighting smooth processes, clear explanations, and effective asset protection, underscores their commitment to client satisfaction.

The firm's focus on essential services like Living Trusts, Wills, and Probate, combined with their emphasis on personalized care and thorough communication, ensures that your estate plan is not just a document, but a true reflection of your wishes and a safeguard for your loved ones. By choosing Legacy Estate Planning in Burnsville, you're not just hiring a lawyer; you're partnering with a team that truly cares about helping you achieve peace of mind and secure your legacy for generations to come. Their local presence means they understand the specific needs and concerns of Minnesota residents, making them an invaluable resource for securing your family's future.