Are your wealth and assets properly protected?If not, contact us today about how an estate plan can protect you.
Join Us For a Free Informational WorkshopOur workshops get you thinking about your estate plan (especially if you don't have one). We'll give you some tips and help you ask the hard questions.
Our ServicesDid you know we offer house calls?
Do You Know The Five Pillars of Sound Estate Planning?Balancing the five pillars solidifies your estate plan. Goals. Wealth. Taxes. Health. Legal.
Need Help? Have Questions? We Can Help.Our team is here to help answer your estate planning questions.
Our promise is that you will never feel pressured into doing business with us! Our suggestions and solutions regarding your estate are just that, we will always support you in doing what’s best for you and your family. –Joe Franz
Why We Are Different – Our People and Partners
Our Partners are highly regarded Legal, Financial, Insurance, Real Estate & Tax Professionals who understand the importance of sound Estate Planning. We specialize in innovative strategies for Reducing Taxes, Protecting & Preserving Wealth & Assets, Asset Management & Distribution, Legal Framework, Veterans Benefits, Medicaid & Long Term Care Planning.
Why Estate Planning?
It used to be that estate and gift taxes applied only to the wealthiest individuals and families. Today, millions of Americans are in the position where estate planning makes good financial sense.
We Come To You
House calls are our specialty. We understand our offices might not be near you or traveling could be a burden. At Legacy Estate Partners, we care. That’s why we’ll come out to your house or location of your choice to have our meetings. Find out what our meetings entail.