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Why We're Different
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It's Our People
We are a team of credentialed professionals who are committed to your financial success.
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It's Our Process
Our planning process is comprehensive and centered around your goals and objectives.
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It's Our Services
We offer independent advice and financial solutions to individuals, families and businesses.
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Who We Serve
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Individuals & Families
We can help you save for the future and protect those you love at every phase in your financial life.
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Business Owners
Our vast experience in the business marketplace will help you protect your business and build toward future growth.
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Medical & Dental Professionals
We understand the financial issues that medical professionals face from residency through retirement.
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Our Services
Estate and Tax Planning
In an uncertain world, it gives us great satisfaction to know that we play an integral role in providing our clients with long-term security and a strong sense of stability. Our customized estate planning process helps our clients:
- Clarify distribution objectives
- Consider estate equalization issues
- Create strategies to reduce, control, and pay estate taxes
- If applicable, create strategies for the sale/retention of private businesses
While an estate plan will ultimately facilitate the administration of your affairs after your death, it can also help to establish guidelines for managing assets and property during your lifetime.
Estate Planning and Charitable Giving Consultation:*
- Wills
- Trusts
- Gifting Strategies
- Life Insurance
- Durable Powers of Attorney
- Buy-Sell Documents
- Advanced Health Care Directives (Living Wills)
- Tax Strategies
"Do not follow where the path may lead. Go instead where there is no path and leave a trail." - Ralph Waldo Emerson
*Legacy Planning Partners does not render specific legal advice, nor are we licensed to do so. Legacy Planning Partners does not draft wills, trusts, durable powers of attorney or advanced health care directives. All documents and specific legal recommendations must come from a client’s own qualified legal counsel. Referrals available upon request. Legacy does not offer specific tax advice. Clients should consult their specific tax advisor regarding their specific tax situation.