Welcome to The Stuart Legacy Alliance, LLC where we believe that estate planning and protection should be about more than just the tax code, accounting, and legal paperwork. It's about the families we serve and preserving their values. Knowing our clients' families for who they are - getting a "snapshot" of milestones in their lives - is the best way to protect what they have.
Since 1981, we have been more than just an estate planning firm. We have helped protect and enhance family legacies by integrating people's hopes, dreams, and aspirations with their personal, financial, estate, and business goals. Whether it is wills & trusts, estate planning, or preparing a business exit strategy, we develop custom programs to meet your specific needs.
Since 1981, we have been more than just an estate planning firm. We have helped protect and enhance family legacies by integrating people's hopes, dreams, and aspirations with their personal, financial, estate, and business goals. Whether it is wills & trusts, estate planning, or preparing a business exit strategy, we develop custom programs to meet your specific needs.
Services
When you come right down to it, it's all about family. Your family - and the peace of mind that comes from knowing they'll be sheltered from life's uncertainties and protected from the unknown.that the wealth you've accumulated will be there as you expect and as your family needs - that's why we do what we do.
Our mission is to help individuals and businesses create meaningful legacies that last for generations. We accomplish these positive results through our unique Ultimate Legacy and LifespanWorks processes designed to promote family harmony and make transition easier, affordable, and significantly valuable to the families we serve.
To live life is to be in constant change. Whether it's leaving a business, moving into retirement, or maintaining your lifestyle after the loss of a loved one, the personal and emotional adjustments brought about in a time of transition may need extra care, support, and education. There's no reason financial concerns should prevent you from moving forward.
Legacy can mean different things to different people. Creating your Ultimate Legacy is a journey that involves individual stops along the way. We can take this journey with you. No matter what stage of journey you are in, we can help you with defining, sharing, capturing, and starting your ultimate legacy.
So you've started a law practice. Maybe you've been practicing for 20 years, maybe you're just starting out, but either way, it can be helpful to talk with someone who has been there. This book helps identify those areas that business owners encounter every day - billing and overhead, hiring practices, processes and procedures, and more.
