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Legacy Tax Strategies LLC

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Begin Your Legacy With Confidence

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Your Financial Partner

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360-550-8724

info@legacytaxstrategies.net

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Office Hours 8a - 5p Mon - Fri

Office : Virtual

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© 2035 by Legacy Tax Strategies LLC. Powered and secured by Wix 

Legacy Tax Strategies LLC is not a law firm and does not provide legal advice or legal representation. Estate-planning documents are independently selected, completed, and approved by each client through a third-party self-help document platform. Legacy Tax Strategies LLC provides tax, financial, educational, organizational, and administrative services only. Clients should consult a Washington-licensed attorney regarding their individual legal needs.

Important Disclosures:

Legacy Tax Strategies LLC does not draft customized legal provisions, recommend particular legal provisions, complete substantive legal answers for clients, or review documents for legal sufficiency. Administrative, technical, educational, tax, or financial assistance provided by Legacy Tax Strategies LLC should not be interpreted as a recommendation concerning a client’s legal rights or the legal rights of another person.

Self-help documents may not be appropriate for every person or family. Clients should consult an attorney licensed in their state before signing documents, particularly when their circumstances involve a blended family, minor children, a beneficiary with special needs, public-benefit eligibility, business ownership, real estate in multiple states, non-U.S. persons, estate-tax exposure, prior trusts or agreements, creditor concerns, Medicaid planning, disinheritance, family conflict, questionable capacity, or customized distribution conditions.

Tax and financial information provided by Legacy Tax Strategies LLC is limited to the scope described in the applicable engagement agreement. Tax projections are estimates based on the information supplied by the client and laws in effect at the time of the analysis. Tax and financial analysis does not constitute an opinion regarding the legal effectiveness of any will, trust, power of attorney, health care directive, deed, beneficiary designation, or other legal instrument.

Notarization, witness coordination, printing, document delivery, or administrative implementation does not constitute legal review and does not establish that a document is legally valid, enforceable, properly designed, or appropriate for the client. A notary verifies identity, acknowledgment, oath, affirmation, or signature as applicable; a notary does not approve the substance of the document.

Clients remain responsible for properly signing their documents, using qualified witnesses, following all provided execution instructions, maintaining original documents, updating their plans following life changes, and obtaining legal advice when appropriate.

Legacy Tax Strategies LLC may decline or discontinue assistance and refer a client to independent legal counsel whenever the client’s circumstances require individualized legal judgment or fall outside the scope of Legacy Tax Strategies LLC’s authorized professional services.

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