Your Clients Deserve Coordinated Legal Planning
Hudson Legacy Law works with financial advisors, CPAs, insurance professionals, and other professional advisors throughout the Hudson Valley to provide trusted estate planning and business law guidance for their clients.
Help Your Clients Put the Legal Pieces in Place
Your clients may already rely on you to help them make important financial, tax, insurance, or business decisions. But even a carefully considered financial strategy can leave unanswered questions when the appropriate legal planning has not been addressed. That is where coordinated planning can become valuable.
Hudson Legacy Law assists individuals, families, and business owners with estate planning, wills, trusts, durable powers of attorney, healthcare directives, business planning and contracts, and business succession planning. When a client's needs extend into these legal areas, Dana can provide the legal guidance necessary to help address that part of their broader plan.
The goal is not to replace the professionals a client already trusts. It is to provide legal guidance within Hudson Legacy Law's practice areas while allowing clients to continue working with their established professional team.
When Might Your Client Need an Estate Planning Attorney?
Professional advisors are often among the first to recognize when a client's circumstances have changed. A referral to an estate planning or business law attorney may be worth considering when a client:
- Does not yet have an estate plan or has outdated documents
- Needs a will, trust, durable power of attorney, or healthcare directive
- Has experienced significant changes in family or financial circumstances
- Owns a business that has become an important part of their overall assets
- Needs legal guidance concerning business contracts or planning
- Is beginning to consider the eventual succession or transition of a business
- Wants to take a more comprehensive approach to life & legacy planning
Identifying these needs early gives you an opportunity to address important legal decisions proactively.
A Relationship-Centered Approach to Legal Planning
Dana Ware is a certified Personal Family Lawyer® and brings more than 15 years of legal industry experience to Hudson Legacy Law. She founded the firm in 2012 and is licensed to practice law in New York and New Jersey.
Her approach emphasizes listening carefully to clients and understanding their circumstances before determining which legal planning tools may be appropriate. This relationship-centered approach can be particularly valuable when a client's estate, business interests, and broader planning goals intersect.
Hudson Legacy Law is locally owned and women-operated, serving clients from its office in Walden and throughout surrounding Hudson Valley communities.
Common Questions From Professional Advisors
What types of clients can I refer to Hudson Legacy Law?
The firm assists individuals, families, and business owners who need estate planning or business law services within Hudson Legacy Law's practice areas.
Can I refer a business owner who also needs estate planning?
Clients who have not yet created an estate plan, who have an outdated plan that does not reflect current assets or family circumstances, or who own a business without succession documents in place are strong fits. Hudson Legacy Law also serves clients who have received solar or renewable energy contracts and need legal review before signing.
What estate planning services does Hudson Legacy Law provide?
Services include estate planning, wills, trusts, durable powers of attorney, healthcare directives, and life & legacy planning.
Where does Hudson Legacy Law serve clients?
The firm is based in Walden, NY, and serves communities throughout the surrounding Hudson Valley, including Newburgh, Montgomery, Middletown, Cornwall, New Windsor, Beacon, Monroe, Goshen, Pine Bush, Chester, Marlboro, and Wallkill.
Give Your Clients a Trusted Next Step
When a client needs legal planning beyond the scope of your professional services, Hudson Legacy Law is available to discuss how the firm may be able to help. Connect with Dana Ware to learn more about the firm's approach to estate planning and business law.
