A Better Way of Life for Baby Boomers, Seniors, and Retirees
At Legacy Estate Planning Group, our goal is to be our Client's Trusted Advisor able to handle all aspects of the Estate and Financial Planning process from start to finish. As True Legacy Planners, and a comprehensive wealth management firm, we concentrate in Estate, Business and Retirement Planning for Baby Boomers, Seniors and Retirees. We understand that our clients most important financial and estate planning goals are to make certain that their wishes are followed with the least amount of turmoil, outside involvement, and taxes.
By using the most sophisticated estate and financial planning techniques available, our focus is to make certain that our clients achieve their planning goals. Our attorneys and staff are noted for delivering the finest estate planning and customer oriented services.
Our experience and expertise help reduce or eliminate federal and state estate taxes and allow business owners to transfer their business to family members and/or key employees at the lowest possible transfer tax cost. We also help our clients avoid the delays, costs, and publicity associated with probate, as well as to help them protect the ravages of excessive taxes, potential spendthrifts, and creditors.
The President and Founder of Legacy Estate Planning Group is Robert J. Brown. Robert is known as an "Estate Planning Specialist", has over 25 years experience in the Insurance Industry, Law, and Business Management. Robert is a Registered Investment Advisor, Licensed Attorney, Life Insurance Agent, and member of the Million Dollar Round Table.
Our clients come from all walks of life. Whether the client is an individual with a relatively modest estate or one with a large estate, large number of employees, or complex requirements, our commitment level is the same. It is to provide the highest quality, most up-to-date estate and financial planning advice. We believe our clients deserve nothing less for themselves and for their legacies.