The Heartland's Estate Planning Law Firm

Welcome To Heartland Legacy Planning, LLC

Serving Families Within The Edmond, Oklahoma Area

Welcome to Heartland Legacy Planning. We are an estate planning law firm that will be there for your family when you can’t be. We will give you the power to protect your family and property even when you can’t be there for them. We will help prevent your family from getting bogged down in the court system and protect your children’s inheritance from divorce, lawsuits, and other threats that may arise. All of this is done with planning that is tailored to your unique situation.

But protecting your family requires more than just documents that just contain a lot of confusing paperwork written in “lawyer speak”. Life is ever changing and we create a long term relationship with our clients and work to make sure your plan works when it needs to the most …when you die, become disabled or are unable to care for yourself.

There are two types of people one type that sticks their heads in the sand and hope or wish the problem goes away. Others think, what is possible and decide to do what is necessary to leave a better world for their family, loved ones and world around them. We are confident you fall into this later latter category, and we would love to help you.

On behalf of Heartland Legacy Planning thank you for visiting us. We look forward to helping you with you estate planning, business planning and succession planning needs. Please explore our website, and contact us with any questions you have. We look forward to helping you with the power to protect your family and loved ones even when you can’t be there for them.

We Help Individuals and Families With...

Estate Planning

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.

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Asset Protection

Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies.

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Retirement Planning

As when you were Nearing Retirement this would be a good time to create (or revisit) your estate plan, make sure your adult children and parents have their legal ducks-in-a-row, too.

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Estate Tax Planning

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person’s assets after death.

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Find Your Stage in Life

Planning for Singles

If you are single, then you are in good company. According to the most recent U.S. Census, more than half of all adult Americans are single, too. Whether you just turned 18 or are 118 one thing you share with your married counterparts is the need for essential estate planning.

Even if you do not have two dimes to rub together, you are your estate. Did you know the law requires every adult American to make his or her own personal, financial and health care decisions? Who would make your basic decisions if you are legally incapacitated due to a serious injury or illness?

Planning for Married Couples

With each marriage come new rights and new responsibilities. If you already have an estate plan created when you were single, then you must bring your estate plan up-to-code to reflect your wedding vows.

Unfortunately, many married couples mistakenly believe that they can make personal, health care and financial decisions for one another should either spouse become legally incapacitated due to a serious injury or illness. Nothing could be further from reality!

Planning for Minor Children

Are you the parent of minor children? If yes, then they are your most valuable treasure. So, what arrangements have you made for their care should something happen to you and their other parent?

As with your own personal, health care and financial decisions, would you rather select the guardians (i.e., back-up parents) yourself, or let a probate judge make the selection without your input? Only through proper legal planning can you select the guardians.

Planning for Blended Families

Times have changed. In the new millennium, whether due to the death of a spouse or through divorce, blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current statistics and trends.

Many blended families face unique social, psychological and economic challenges. As a result, over 60% of second marriages end in divorce. Fortunately, there are numerous organizations and support groups dedicated to helping blended families with these challenges.

Planning during Peak Earning Years

Are you between age 40 and 55? If yes, then congratulations. Research has shown that you are in your peak earning years. And that is a very good thing.

Chances are good that you have some expensive life events going on right now, unlike when you were among the Married Couples without children.

Planning when Nearing Retirement

Just a moment ago you were in the thick of your busy, busy Peak Earning Years. Now, you can see a new adventure is rapidly approaching your front windshield. What is it?

Retirement.

Are you getting ready?

Chances are good that your children have left the nest. Perhaps you are assisting your aging parents with their personal, health care and financial responsibilities.

Planning for Retirement

You have arrived. Just a moment ago you were Nearing Retirement. When did you get to this place in life so quickly? Yikes, what do you need to do right now in preparation for that day?

Retirement.

Congratulations!

This is often an exciting, yet bittersweet time of life.

Planning when Single Again

Whether due to divorce or death, you are now Single Again.

You may have children and even grandchildren. In any event, you need to create (or revisit) your estate plan.

Did you know the law requires every adult American to make his or her own personal, financial and health care decisions? Now that you are single again, who would make your basic decisions if you are legally incapacitated due to a serious injury or illness?