The Legacy Firm, LLC

The Legacy Firm, LLC The Legacy Firm provides compassionate estate planning services to our neighbors throughout the Hudson Valley.

Based in Dutchess County, NY, our mission is to provide our clients with quality estate planning resources.

Happy National Senior Independence Month! Now is the perfect time to celebrate the vibrant, active lives seniors can enj...
02/08/2024

Happy National Senior Independence Month! Now is the perfect time to celebrate the vibrant, active lives seniors can enjoy — and the moves that can help ensure long-term independence ⛅

Whether it's engaging in physical activities, having regular health check-ups, or staying socially connected, each step (quite literally!) contributes to prolonged independence.

Swipe through for five ways seniors can stay healthy and independent for longer ↩️

Have any more to add to the list? Let us know in the comments!

Every year, Black History Month serves as the perfect opportunity for us to remember, honor, and appreciate the generati...
02/06/2024

Every year, Black History Month serves as the perfect opportunity for us to remember, honor, and appreciate the generations of African Americans who have shaped our history and future.

This year's theme, African Americans and the Arts, encourages all Americans to explore the remarkable artistic legacy of African Americans, underscoring this community’s pivotal role in our nation's artistic landscape.

In appreciation of this theme, we’re taking the time to learn more about the remarkable contributions of African American artists, past and present.

Is there a resource that’s been particularly helpful or meaningful to you related to Black History? Drop it in the comments; we’d love to take a look.

As we dive into 2024, it's a perfect opportunity to reflect on the twists and turns of 2023 that could warrant an estate...
01/18/2024

As we dive into 2024, it's a perfect opportunity to reflect on the twists and turns of 2023 that could warrant an estate plan review 📆

Here's a quick checklist to ensure your plan accurately mirrors your current situation:

🔵 Life Milestones - Major life events like marriages, divorces, and welcoming new family members may call for updates to your estate plan.

📊 Tax Implications - Tax laws can change yearly, affecting your estate's financial aspects. Especially if your financial circumstances have shifted, tax considerations could influence your estate plan.

📜 Beneficiary Updates - It's vital to double-check that your chosen beneficiaries are current and reflect your wishes accurately.

💰 Asset Dynamics - Your assets may grow or evolve over time. Your estate plan should adapt to these changes, safeguarding them and ensuring proper distribution.

This checklist provides a general overview, but we’re also here to offer personalized guidance. Feel free to send us a message or call the office to discuss!

The holidays often bring the entire family together — presenting a great opportunity for estate planning discussions. Gi...
12/12/2023

The holidays often bring the entire family together — presenting a great opportunity for estate planning discussions.

Given that this subject can be sensitive, we thought we would share a few tips for navigating estate planning conversations during the holiday season and all year round 🤝

On this Veterans Day, we honor the courageous men and women who have selflessly served our country to safeguard the free...
11/09/2023

On this Veterans Day, we honor the courageous men and women who have selflessly served our country to safeguard the freedoms we cherish 🇺🇸

If you, a family member, or a loved one is a current or former service member, we extend our sincere thanks today and every day ❤️🤍💙

It’s the spookiest time of the year again! 💀 In the spirit of spooky season, we wanted to share a few helpful tips to ke...
10/26/2023

It’s the spookiest time of the year again! 💀

In the spirit of spooky season, we wanted to share a few helpful tips to keep you and your family stay safe and worry-free this Halloween:

🎃 Carry flashlights or wear reflective costumes to ensure you’re easily seen by passing cars, and encourage children to look before walking on the road.

🎃 Help your child choose costumes that fit well and don’t obstruct vision or movement. A great costume can still be safe!

🎃 Be extra careful when crossing the street. Drinking and driving is, unfortunately, very common on Halloween. Take extra care while traveling or trick-or-treating.

🎃 Carefully inspect candy before indulging in late-night treats. In particular, look for signs of tampering, including discoloration/unusual appearance and tiny holes or tears in the wrapping.

🎃 If your furry friends join in on the Halloween fun, make sure all dogs are on a leash or securely indoors to avoid escape or accidents.

Let us know in the comments what YOU are dressing up for this Halloween! 🦇👻

Did you know that 67% of Americans have no estate plan? 🤯🙌🔒 Estate planning is like a safety net for your loved ones, en...
10/12/2023

Did you know that 67% of Americans have no estate plan? 🤯

🙌🔒 Estate planning is like a safety net for your loved ones, ensuring your assets and wishes are taken care of when you're no longer around. Plus, it can save your family from a whole lot of headaches and disputes.

Have you considered these seven common estate planning mistakes?

1️⃣ Making no last will and testament or living will
2️⃣ Identifying only one beneficiary
3️⃣ Not discussing your end-of-life wishes with loved ones
4️⃣ Designating assets that may change or no longer exist at the time of your death
5️⃣ Not accounting for estate taxes
6️⃣ Never updating your will after making one
7️⃣ Failing to specify legal guardians for your children

Whether you need a comprehensive plan from scratch or just want to update your existing documents, feel free to send us a message. Our firm is to provide the friendly guidance and legal expertise you need this fall 👍

Did you know that there are 574 federally recognized Indigenous tribes in the U.S.? It’s true – and many more exist that...
10/09/2023

Did you know that there are 574 federally recognized Indigenous tribes in the U.S.? It’s true – and many more exist that are not federally recognized.

Today is National Indigenous Peoples' Day and we invite you to take a moment to celebrate the vibrant cultural heritage and invaluable contributions of Indigenous communities 🌾 Swipe through for some facts you may not know.

While you’re at it, share this post to spread awareness about the rich traditions, knowledge, and resilience of Indigenous peoples ↩️

Estate planning may seem overwhelming, especially if you're new to it or haven't reviewed your plan in years. But fear n...
09/19/2023

Estate planning may seem overwhelming, especially if you're new to it or haven't reviewed your plan in years. But fear not- the process can be smoother than you think! Check out this helpful checklist to get you started 🏠💼

Remember, this checklist is a starting point, and consulting an estate planning professional is key. If you have any questions or would like to create or update your plan, don't hesitate to reach out!

As incredibly important as estate planning is, it can be easily overlooked. Swipe to take a look at the 4 key pillars of...
09/08/2023

As incredibly important as estate planning is, it can be easily overlooked. Swipe to take a look at the 4 key pillars of estate planning 📜💼

Remember, it's never too early or too late to make prudent financial arrangements! If you have any questions about estate planning, feel free to reach out.

As we honor the contributions of workers and pause for a little R&R this Labor Day, we want to thank our wonderful clien...
09/04/2023

As we honor the contributions of workers and pause for a little R&R this Labor Day, we want to thank our wonderful clients, colleagues, and professional network for being with us on this journey.

It's because of your trust and support that we’re able to do what we love and make a small difference in the lives of others.

Once again, thank you — and Happy Labor Day to you all ❤️ 🤍 💙

It’s time for a pop quiz 🎉 True or False: Once you’ve signed your estate plan, you’re set for life. The correct answer i...
08/23/2023

It’s time for a pop quiz 🎉 True or False: Once you’ve signed your estate plan, you’re set for life.

The correct answer is … false. In general, you should review your estate plan:

🖋️ Every 3-5 years or

🖋️ When a major life event occurs

Keeping your estate plan up to date ensures that what you really want will be carried out after you pass or if you’re incapacitated for some reason.

Been a bit (or a lot) longer than three to five years since you’ve reviewed your estate plan? 😬 Have no fear, our team of experts is here to help!

Give us a call or shoot us an email, and we’ll get the ball rolling.

Address

2790 W Main Street
Wappingers Falls, NY
12590

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18452134114

Website

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