We specialize in professional, turnkey services for Senior Citizens, Executives and Business Owners. Whether you are in, or approaching, your retirement years, Legacy Planning Group, Inc. can help! We have three tiers of service tailored to meet the needs of the specific circumstances of our clients, depending upon the client's net worth, type of assets held, estate size, complexity, and wealth transfer wishes.
LegacyPlan™ BASIC - Estate Plan Development!
No matter your net worth, it's important to have a basic estate plan in place. Such a plan ensures that your family and financial goals are met after you die.
LegacyPlan™ PLUS - Estate Plan Plus Tax Plan Development!
Includes everything in the BASIC Plan, with additional development and implementation of tax saving strategies.
LegacyPlan™ PLATINUM - Estate Plan Plus Tax Plan Plus Asset Protection Plan Development!
Includes everything in the PLUS Plan, with additional development and implementation of asset protection strategies for you (while you are living) and for your heirs (at the time of your death).
We Meet Needs
Our ability to consistently meet our clients’ unique Estate Planning needs is the result of several factors:
- We stress continuing communication, timeliness, and in-depth involvement in every estate plan we undertake.
- Recommendations of important asset distribution devices, such as Wills, Trusts, etc. can be made with your unique circumstances and distribution goals in mind.
- We ensure that our services provide you with more than just “legal documents.” Assets are analyzed and recommendations are made to safeguard holdings, evaluate performance, and increase efficiency of those assets.