About Us

Legacy Planning Group, Inc. is your best source for value-driven, turnkey professional services related to Estate Planning, Tax Planning, Asset Protection Planning, Retirement Planning, and Financial Services. Established in 1977, we have over 40 years of knowledge and experience that give us a unique and distinct advantage in providing these professional services to our clients.

The Legacy Team of Professionals

Behind every Legacy Planning Group representative stands a team of highly skilled professionals. Because many of our services require a variety of specialized skills, in serving our clients, we rely on the various disciplines and expertise of all of our independent professionals:

Board Certified Tax attorneys,
Estate Planning and Probate attorneys,
Board Certified Elder Care attorneys
Certified Financial Planners, and
Certified Public Accountants

(to mention just a few) share knowledge and resolve problems together. You benefit from all our combined skills and years of experience. We are proud of the reputation that Legacy Planning Group has earned in Texas and across the Country. Our ability to consistently respond to our clients’ needs is the result of our continuing demand for professional excellence. Among the most comprehensive and competent professionals in the State, we are known for expertise and creativity, and our ability to offer sound, practical solutions, involving issues related to estate planning, tax planning, retirement planning, and elder care planning concerns.

Additionally, EACH of our attorneys in our team of professionals holds Board Certification in Tax Law, Estate Planning and Probate Law AND each attorney also is either a Certified Public Account (CPA) or a Certified Financial Planner (CFP) which separates them as the top professionals in the State. We are known for expertise and creativity, and for our ability to offer sound, practical solutions. At the heart of our energetic team are experience, expertise, and efficiency.

Troy W. McMahon
Legacy Planning Group, Inc.
President & CEO, Founder

CFEd^®Certified Financial Educator

In 1977, Mr. McMahon earned his BBA degree in Accounting from the University of Houston. In 1993, he completed an additional two-year academic curriculum in Personal Financial Planning from the University of Houston Center for Executive Development.

"After graduating from college, I decided to bring on-board a team of the brightest minds I could find in the various areas and disciplines of our professional focus."

This philosophy has birthed one of the premier and most reputable firms of its type in Texas.

Mr. McMahon serves on numerous Boards of Directors for various global charities, and he is a nationally sought-after conference speaker.

"There are two distinct classes of taxpayers… those who are informed, and those who are uninformed. The uninformed will pay the greater tax."

Other personnel include our Independent National Executive Consultants and Marketing Associates:

National Sales Director: Randall A. Laine, Jr.

National Director of Recruiting: George M. Clinton

National Marketing Director: Troy McMahon, Jr.

National Marketing Director: Bobby McMahon

National Marketing Director: Lindsey Chaisson

....and 100’s of independent Marketing Associates

MORE ABOUT OUR SERVICES

Wealth Accumulation

Wealth Preservation

Wealth Distribution

Thank you for your interest in Legacy Planning Group, Inc.^SM (Legacy), a unique and elite Estate Planning firm.

At Legacy, we specialize in development of advanced Estate Plans (known as the LegacyPlan^TM, a "family financial fortress", which incorporates exceptional Estate Planning and Retirement Planning concepts, including tax-saving strategies and investment alternatives for high net worth individuals who are in, or near, the retirement phase of their lives.

Legacy provides exceptional "Financial Education" to our clients in areas concerning income tax planning issues, estate planning issues, retirement planning issues, asset protection issues, nursing-home planning issues, and much, much more.

Since our beginning in 1977, Legacy Planning Group has become one of the fastest-growing, independently owned, firms of its type in Texas and the Nation. We attribute our growth to our emphasis on:

Personal Service - Putting our clients’ needs first.

Innovation - Meeting the challenges of the always changing financial and economic environment.

Superior People - We endeavor to retain individuals with the finest expertise who are skilled in technical areas involving estate planning issues, tax planning issues, asset protection issues, and financial strategies that are particularly helpful to those who are in their retirement years.

Our respected representatives are recognized for responsiveness, integrity and dedication to our clients and profession. Among our clients, we have achieved a solid reputation for excellence, and we are known for our unwavering commitment to personal service.

We’re here to help you!

These days, just managing your wealth can be a full-time and daunting occupation. An ever-changing financial environment, a confusing maze of tax laws, and a myriad of investment opportunities are factors that everyone must deal with continuously and effectively. This is where Legacy Planning Group can help.

Behind every Legacy Planning Group representative is a team of highly skilled professionals!

As we share knowledge and resolve problems together, you benefit from our combined skills and years of experience.

We are proud of the reputation that Legacy Planning Group has earned over the years. Our ability to consistently respond to our clients’ needs is the result of our continuing demand for professional excellence. Among the most comprehensive and competent professionals in our industry, we are known for expertise and creativity, and our ability to offer sound, practical solutions for Wealth Accumulation, Wealth Protection, and Wealth Distribution.

At the heart of our energetic team are experience, expertise, and efficiency!

Legacy Planning Group offers the advantage of a “hands on” approach to serving our clients. With a balance of tested, proven techniques and sound new approaches, the result is a dynamic team that has made us a leader in our field of service.

Our clients benefit from building a business relationship with one of our staff professionals who is thoroughly versed in the complex issues that Seniors face today. Your Legacy Planning Group representative will become completely familiar with your unique circumstances, and the two of you will work together to resolve your financial and estate planning issues, and achieve your Wealth Accumulation, Wealth Protection, and Wealth Distribution goals.

Wealth Accumulation!

At Legacy Planning Group our goal is the same as yours… to minimize estate taxes and personal income taxes.

Certain income tax strategies are uniquely available for persons over age 59 ½ . As an example, these strategies can offer unique planning opportunities that can help to dramatically reduce or eliminate taxation of your Social Security Benefit.

Understanding your unique circumstances forms the foundation of our ability to help you! This understanding allows us . . .

To offer you proven methods of saving income tax dollars.
To offer you proven methods of saving estate tax dollars.
To provide proven methods to defer the taxation of your savings and retirement accounts.
To work together in order to help you meet your Wealth Accumulation goals, whether it involves getting a greater return on your money, or reducing the amount you pay in income and/or estate taxes.
To provide an objective evaluation of every aspect of your situation, from general personal requirements to very specific and detailed needs.

Remember, it’s not what you earn, it’s what you keep that makes the difference in your financial future….and the financial future of your loved ones.

Wealth Protection!

Our utmost concern is to maintain the safety of your principal.

IRA’s and tax-deferred strategies are among the vehicles available to safeguard your retirement dollars. After our initial interview, most of our clients have a new understanding about Wealth Protection….after all, there is more to protecting your assets that merely “investment risk” or FDIC coverage.…and what if nursing home confinement becomes necessary. No one ever plans to go to a nursing home. It’s difficult to watch someone you love fight a devastating illness. It’s more difficult to deal with issues concerning possible nursing home confinement…but, it’s even more difficult to see your loved one lose everything, financially, to the high cost of nursing care. Legacy Planning Group can help you with time-proven methods to help preserve your retirement savings in the event of nursing-home confinement.

Wealth Distribution!

Our ability to consistently meet our clients’ unique
Wealth Distribution requirements is the result of several factors!

We emphasize continuing communication, timeliness, and in-depth involvement in every Wealth Distribution plan that is developed. Although asset distribution devices, such as Wills, Trusts, etc. can be important and effective means of distributing your hard-earned savings to your spouse, heirs, or favorite charity; however, your unique circumstances and distribution goals may also allow for a much simpler method to by-pass probate and leave specific assets to those you love.

Our services provide you with more…

Assets are analyzed and recommendations are made to safeguard holdings, evaluate performance, and increase efficiency of those assets.

As we share knowledge and resolve problems together, you benefit from our combined skills and years of experience.

Legacy Planning Group reflects a broad base of clientele and a full range of services, specializing in helping those who are over age 59 ½ deal with highly important issues related to the areas of Estate and Retirement Planning.

Business Structure Planning!

Consultations available to help business owners maximize asset protection and minimize taxes.

If you would like a complimentary personal and confidential, comprehensive Estate Planning analysis, give us a call. We will review the specific circumstances that are unique to you and your family; then we can offer recommendations that will accomplish greater protection of your assets, greater safety of your retirement dollars by utilizing our LegacyPlanTM (an advanced Estate Plan that becomes your "family financial fortress" created as a result of solid values, Innovative thinking, and creative solutions

Call today to schedule an initial visit; you'll be glad you did!
(713)461-8300 or (800)461-8301

SOLID VALUES! CREATIVE THINKING! EFFECTIVE SOLUTIONS!

Educating and empowering our clients to keep more of what they earn!