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LEGACY PLANNING CASE STUDIES

We helped serve a young, black married couple in their mid-40s with 3 adult children, living in NC. They own a real estate business together, and they came to us because they wanted that business to be able to provide for their children and children’s children. They also did not want their hard-earned wealth to go to their children's spouses or future spouses, and wanted to ensure that only their children received their inheritance.

  • Goal = Establish generational wealth and protect children's inheritance

  • Result = We put in place a plan where the income from their business will fund their children’s life and future ventures. That means they’ll get to live life on their own terms, start a business, buy a home, anything they want in the future. And we explicitly made sure that assets are only directed to their children.

We helped serve a young, black married couple in their mid-30s with 1 young daughter, living in NC. They jointly own a real estate business that they are persistently trying to grow. (It’s in its beginning stages)

  • Goal = Leave behind a legacy and make sure their goals are carried out, not the governments’.

  • Plan = We put in place a plan where the income from their business and other assets they own will support their child (and future children’s) lives and future passions. They wanted their children to be able to follow their dreams without financial obstacles and barriers and make sure their children are protected from being put in the hands of people they don't want.

We served a young, black married couple in their early 30s, living in NC. They have a 1 year-old daughter.

  • Goal = Air-tight protection for their family and future businesses

  • Plan = We created a plan for them that made sure their future business and family were protected from future creditors, bankruptcy, and major life changes that could easily deplete the wealth they are working so hard to build for their child. We also made sure to have a plan in place for their child and future children so that potential future guardians understand how they wanted their children to be raised. 

We served a young, married couple in their 30s, living in NC. They have a 1 year-old son. The husband owns 2 businesses and the wife works full-time.

  • Goal = Make sure all assets, including businesses, benefit and go to their son. Make sure their son is “good.”

  • Plan = We put in place a plan for them where, if and when something happens to them, their son will receive support and distributions from their trust, so that their son is taken care of financially and as a whole.

*Note: These testimonials and case studies may contain material constituting attorney advertising.  As each representation has unique facts and circumstances, prior results do not guarantee a similar outcome. The hiring of an attorney is an important decision that should not be based solely upon advertisements. Legacy Street Law makes no guarantee of specific results based on any information or materials provided on this page. Also, Legacy Street Law makes no warranty as to the quality, accuracy or completeness of any information or materials provided on this page. You should not hire an attorney or refrain from hiring an attorney on the basis of any content/materials included in these testimonials/case studies without seeking appropriate legal advice about your individual facts and circumstances from an attorney licensed in your state. 

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