Legacy Assurance Plan
The Legacy Assurance Plan is a multifaceted services program designed to provide its members with all the resources they require to meet their estate and financial planning needs, with access to an experienced estate planning lawyer. With the plan, members have the confidence of knowing that they have one place, and one team of trusted professionals who are well-acquainted with them, their needs and their goals at the ready to help as they create and execute their various legal, financial and tax strategies.
The foundation of any estate plan is knowledge; namely, understanding the various options available for achieving your planning objectives. Even before enrollment, our process begins by explaining the various options, along with each ones possible advantages and disadvantages. From there, Legacy Assurance Plan facilitates the process of estate planning by utilizing a network of industry and legal professionals.