Legacy Estate Planning Coordinators offers a unique and highly specialized service to help our clients prepare for their retirement and preserve and protect their estates for their families. We help and guide our clients through one of life's most difficult seasons. We offer our clients information, products, and services that are not commonly addressed by many professionals.
Our goal is to educate and equip our clients in the choices they make and coordinate every aspect of their retirement and their estate. This includes everything they own and have often saved a lifetime to acquire. Our goal is to make absolutely certain that our clients get to choose who will be in control - and when they will get that control.
Our goal is to educate and equip our clients in the choices they make and coordinate every aspect of their retirement and their estate. This includes everything they own and have often saved a lifetime to acquire. Our goal is to make absolutely certain that our clients get to choose who will be in control - and when they will get that control.
Services
If you have attended one of our seminars or workshops, or have been referred here by a friend, you know one thing for sure, we care. With over twenty-five years in this unique industry, we have great experience and wisdom about the circumstances our clients typically face. For over two decades, we have assisted nearly 2,000 clients and their families.
Estate Planning is simply the specific steps to manage your wealth and assets while you are alive and the distribution of those assets after you pass away. How you manage your retirement now can greatly affect your estate plan. Your plan should take into consideration the special needs of those who survive you while planning for scenarios that may not yet exist.
If you have concerns about leaving a legacy and ensuring your final wishes are carried out properly, estate planning is for you. In short, estate planning is for everyone. Estate planning can (and should) be undertaken at any time a concern arises. Young professionals may rest easy knowing there is a plan in place for their beneficiaries.
When it comes to annuities, our client's goals dictate our approach. An annuity is a flexible contract with an insurance company where you invest your money and they provide you with certain guaranteed benefits.
Depending on the type of annuity, it can meet needs for protected life income, uncapped tax deferred growth, guarantees of interest, guarantees of death benefits, protection from market losses, coverage for long term care needs, and still give you access to your money.The reality is, buying an annuity is like buying a new home.
Depending on the type of annuity, it can meet needs for protected life income, uncapped tax deferred growth, guarantees of interest, guarantees of death benefits, protection from market losses, coverage for long term care needs, and still give you access to your money.The reality is, buying an annuity is like buying a new home.
Depending on your needs and goals, life insurance can be an effective tool in estate planning. Not only can a policy provide liquidity for beneficiaries while the estate is settled; proceeds can also cover tax liabilities the base estate may face. If your estate includes items such as business interests, real estate, property, and collectibles, it may take significant time for your estate to have enough liquidity to cover taxes and liabilities.
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