Estate Planning Services

Protect Your Legacy With Purpose

Your wealth shouldn’t just support your life—it should support your loved ones long after you’re gone. At Legacy Wealth Management Group, we help you create an estate plan that reflects your wishes, protects your assets, and spares your family from unnecessary stress or confusion.



Estate planning is more than a will—it’s a living strategy that evolves with you. Whether you’re just starting or reviewing an existing plan, we’ll walk you through every step with clarity and care.

Why Estate Planning Matters

The Best Time to Plan Is Before You Think You Need It

Without an estate plan in place, decisions about your assets, property, and healthcare may fall into the hands of the court. A comprehensive estate plan can help you:

  • Ensure your assets are distributed as intended
  • Minimize estate taxes and probate delays
  • Appoint guardianship for minors or dependents
  • Protect business interests and ownership
  • Create a legacy through charitable giving

What We Help You Address

Comprehensive Guidance for All Life Stages

We’ll help you build or refine a plan that includes:

  • Will & Trust coordination
  • Beneficiary designations
  • Durable power of attorney & healthcare directives
  • Life insurance integration for estate liquidity
  • Tax-efficient gifting strategies
  • Business succession planning
  • Ongoing reviews to adjust for life changes

Estate planning isn’t one-size-fits-all. Your needs will evolve—so should your plan.

Benefits of Working With Legacy

  • Personalized Financial Planning: Customized investment strategies that reflect your goals, timeline, and risk tolerance.
  • Tax-Efficient Portfolio Design: Minimize tax drag and maximize after-tax returns across your entire portfolio.
  • Low-Fee, High-Quality Investment Options: We prioritize transparent pricing, cost-effective funds, and global diversification.
  • Holistic Wealth Planning: Covering retirement, insurance, estate, education, and healthcare—under one plan.
  • Fiduciary Commitment: As fee-based advisors, we act in your best interest—always.