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What we do for you

What we do for you

  • We Assist Families with the Complexities of Wealth

    Wealth can create opportunities for successful families to leave an impact to the people and causes they care about.
    In the last five years, wealthy families realize the way they think about problems has changed. They realize their wealth is under attack in new ways. By reflecting on the character that helped these families get to where they are, families often conclude that their values are under attack, and also conclude that their family fabric is under attack. The stability they have worked so hard for is at risk because of rising healthcare costs and taxation, and while many have learned how to thrive in volatile and challenging circumstances, most have discovered it is worthwhile to have a clear blueprint to likely and positive outcomes. Sophisticated wealth holders rely on Legacy Advisor Group data, wealth monitoring and legacy design to identify, achieve, and report on positive outcomes while providing unique insights. Legacy Advisor Group is a boutique tax and consulting firm to help families sustain wealth and values, while offering protection from uncertainty. The Legacy Advisor Group is the only lifestyle consulting organization to affluent families that offers peace of mind through holistic consulting to consistently, predictably, and reliably provide inter generational protection against instability, predatory taxation, and deconstructionist social changes.
    At the Legacy Advisor Group, we recognize that complex problems face private clients, legal advisors, wealth managers and charitable organizations. Oftentimes little or no collaboration is cultivated between these problem facers to think differently about practical solutions, and that is why a values-based outcome approach defines everything we do for a client.
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Estate Planning FAQ

Question:   I have been telling my husband for the past five years that we need to get our estate plan in order. I am afraid that something may happen to us and we may leave our children with a real mess. Is there anything I can do? Can I prepare my Will without my husband?

Yes, you can prepare a Will without your husband, but I highly discourage that approach because you could pass away before your husband, and in that event, everything could pass outside of your Will.

Be encouraged! Your situation is not unique. It is surprising how often we encounter husbands who seem to be unaware of their own mortality and who need to be gently, persistently and lovingly reminded of it by their wives or their children. Husbands are seven times more likely to pass away before their wives, but often find it extremely difficult to confront their mortality and plan for the inevitable.

Here are a few ideas that other wives have tried successfully.  These are stewardship issues. 

  • Speak with your husband regularly about the consequences that could occur if you do not do proper estate planning. Some of these consequences are:
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Why Choose Legacy?

  • We coordinate your team of attorneys, financial planners, accountants, and insurance experts to help you get your estate plan in order and eliminate unnecessary delays, expenses and all estate taxes.
  • We practice only estate planning.
  • We guarantee your satisfaction, or we don’t get paid.

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