Proper estate & gift planning can assist you in preserving your wealth. It is crucial to make your intentions known and documented so that your family doesn’t have the hardship of figuring that out after you pass away. There are many potential objections to consider when developing an estate planning strategy, some financial and some non financial. These are likely to evolve over time and it’s important to review and update your plan periodically.
Our professional team can assist you and guide you in the right direction so that all of your desires for your estate; your wealth and your Legacy survive you!
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Legacy Wealth Management Group
Greg Feese CRPC®, Investment Advisor Representative. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Advisor. PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC. PR Wealth Management Group, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. This is not a solicitation for sale of securities in any jurisdiction.. The investment advisory representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
© 2018 Legacy Wealth Management Group Las Vegas LLC.
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