Watch our Webinars

SECURE Act

Asset Protection Webinar

Take a deep dive into comprehensive estate planning with attorney Trish and the founders of Highland Trust Partners.
SECURE Act

College Planning Webinar

Join Trish and Chris Caldwell of Highland Trust Partners as they discuss strategies for college planning.
Protecting your children

Young Family Webinar

Do you have minor children? Learn how to protect your children and keep your family out of court & conflict.

Join us virtually for our Back to School Workshop!

Ready to learn more about creating a Will and naming Guardians? Join us for a FREE Back to School Workshop for parents to learn more about protecting your children and keeping your family’s out of court & conflict.

putt putt and estate planning

How Can We Help You?

Wills & Trusts

Our goal is to help you understand the important differences between a “will” and a “trust” and about the other documents you will want to have in place to protect your family.

Planning for Parents of Minor Children

Although parents with young children often postpone Estate Planning until they have “more time” or “more money,” delaying can have disastrous consequences for your family.

Asset Protection Planning

Professionals must take steps to protect the personal assets they have earned through a lifetime of hard work. Let us help protect your hard-earned assets from divorce and creditors.

Estate Tax Protection

You work your entire life and hope to pass your assets on to your family. Estate tax is a tax paid on the net value of all your assets owned at your death. We can help you reduce – if not entirely avoid – the federal estate tax burden.
 

Special Needs Planning

Parents of children with special needs have additional financial, social, and medical factors to consider when Estate Planning. We can remove the fear and make it easy to understand and implement.
 

LIFT Business Planning

Expanding or starting a medical or health & wellness practice? Let us help you establish your business on a secure LIFT (Legal, Insurance, Financial, Tax) Platform that will allow you to focus on your running a thriving business. 

 Why We’re Different

Our firm was built with the needs of families and professionals. We want to help protect you and your growing family and business. We understand that you are busy building a family, career, and a prosperous future for yourself and your loved ones, so we have made this process personal, streamlined, and straight forward.

At Arch Legacy Firm, we’ve developed unique systems to give you the guidance you need to build and maintain a life of prosperity and wealth, not to mention the peace of mind that comes with having a plan in place for your family’s future. We go above and beyond tp protect your family and we are the only firm in Athens that offers a comprehensive Kid’s Protection Plan™.

All of the planning we do is billed on a flat-fee basis, agreed to in advance, so there are never any “surprise” bills in the mail. We also ensure that the most important details of your planning are followed through even after you walk out of our office. Finally, because your financial wealth is only a small part of your overall family wealth, we also help ensure that your legacy, values, and hopes are passed down to those you love.

Call Us Today!

Schedule a Consultation

Meet with Trish

About Us

At Arch Legacy Firm, we are devoted to helping families & professionals protect their loved ones and practice through estate planning and asset protection planning. With our Kids Protection Plan, parents who plan with us have the peace of mind of knowing that their children   will never be taken out of their homes and into the care of strangers, if anything were to happen to them.

We also help ensure that medical and health & wellness entrepreneurs create the businesses they have dreamt about building with our LIFT Business Breakthrough Session, designed to identify and address any risks your business may be facing now or in the future and create a platform for your practice that will help guarantee future success and less stress for you.

Take a look around the site to discover more about who we are, what we do, and how we can protect you, your family, and your business. Or,   if you’re ready to get started, contact us for a consultation today. We look forward to meeting with you in person and becoming your lawyer and law firm for life.

Proposed Tax Laws and Huge Impact On Estate Planning—Part 1

Proposed Tax Laws and Huge Impact On Estate Planning—Part 1

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases and other...

Britney Spears’ Nightmare Conservatorship – Part 2 

Britney Spears’ Nightmare Conservatorship – Part 2 

Since the age of 16, when she burst onto the charts with her debut single, “...Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame and fortune, Britney, who is now 39, has never truly...

Britney Spears’ Nightmare Conservatorship – Part 1

Britney Spears’ Nightmare Conservatorship – Part 1

Since the age of 16, when she burst onto the charts with her debut single, “...Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame and fortune, Britney, who is now 39, has never truly...

Give the Perfect Father’s Day Gift

Give the Perfect Father’s Day Gift

The Perfect Father’s Day Gift for Every Father When you are a kid, finding a suitable gift for Father’s Day can be a struggle. You want to get Dad something he’ll enjoy, but few young people can afford a new set of golf clubs or a shiny new grill, so you end up...

Children in College? What You Need to Know

Children in College? What You Need to Know

Q: What estate planning documents should my son, who just turned 18 and is planning to attend college in the fall, have in place?  -Prudent Papa ______________________________________________________________________________ A: Dear Prudent: At age 18, your son is now...

Contact Us About Your Case

We would love to learn more about your estate or business planning needs. Please feel free to contact us for more information or, if you are ready to get started, schedule your Family Wealth Planning Session or LIFT Business Planning Session today!

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