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Legacy Planning Law Group
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LEGACY PLANNING LAW GROUP
LEGACY PLANNING LAW GROUP

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“The time to repair the roof is when the sun is shining.” - John F. Kennedy
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We aim to educate our clients at the Legacy Planning Law Group about the ins and outs of estate planning so your assets are preserved as best as possible. Our free monthly e-newsletter does just that. Subscribe here! https://legacyplanninglawgroup.com/newsletter/
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Estate planning is easy enough, but legacy planning is more challenging. Learn the difference between the two and what we mean - https://legacyplanninglawgroup.com/estate-planning-easy-legacy-planning-hard/
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Many people don’t realize that not getting your estate planning done or failing to update it regularly can have unintended consequences that could cost you dearly. We outline the repercussions in our free resource, which you can download here - https://legacyplanninglawgroup.com/free-resource/
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Our own Bill O’Leary was featured on Look Local! Bill discusses the importance of planning now and well into the future, as well as how you can do so. Watch the clip here - https://legacyplanninglawgroup.com/video/bill-oleary-look-local-2/
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Forbes outlines top 10 wealth management tips when you own a small business. Planning ahead is crucial for its success! https://www.forbes.com/sites/forbesfinancecouncil/2018/10/03/10-wealth-management-tips-for-small-business-owners/#447a35835b27
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We aim to educate our clients at the Legacy Planning Law Group about the ins and outs of estate planning so your assets are preserved as best as possible. Our free monthly e-newsletter does just that. Subscribe here! https://legacyplanninglawgroup.com/newsletter/
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Unlike a will, creating a testamentary trust allows you to dictate exactly how your money is used after you pass, and you’ll have significant tax advantages. Our latest blog goes over the pros and cons of testamentary trusts. Is it right for you? https://legacyplanninglawgroup.com/advantages-disadvantages-creating-testamentary-trust/
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Many people don’t realize that not getting your estate planning done or failing to update it regularly can have unintended consequences that could cost you dearly. We outline the repercussions in our free resource, which you can download here - https://legacyplanninglawgroup.com/free-resource/
Add a comment...

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At Legacy Planning Law Group, we have a very specific interview process that works great for our clients. Learn about this process by watching our quick video: https://legacyplanninglawgroup.com/video/legacy-interviews-legacy-planning-law-group/
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