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Life never seems to go exactly the way that we plan it to, so the best thing we can do is prepare ourselves for the inevitable transitions. So what exactly are these transitions? We at Legacy Consulting work to prepare our clients for downsizing, organizing specialists, nursing care, real estate, aging and passing on. We set you up with an experienced financial planner who can ensure your family's financial security even in the face of these eventualities.

The Estate Planning Services

You might already be in contact with an attorney regarding your will, and maybe you are exploring life insurance and trust options. One thing that we offer is guidance in the field of legacy planning with knowledge of all the options available to you.

We can talk you through techniques such as:

  • Private Foundation: An entity that can grant your family deductions on your estate, gift, and charitable income taxes.
  • Irrevocable Education Trust: Set aside funds that can only be used for your children's or grandchildren's education.
  • Annual Gift Tax Exclusion: Avoid gift or estate taxes on gifts among your family.
  • Revocable Living Trust: Manage your property and avoid the probate process.

The Legacy Promise*

We are committed to your best interest through our policy of unwavering integrity, connective support, and wholehearted empathy. For more information on how a financial advisor on our team can help you with your estate plan, call us at 410-828-9505.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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