OUR MISSION: To help high net worth families and business owners preserve what they have worked so hard for – both now, during their lifetime, and after they pass on.
It seems everyone is a wealth planner these days. Every financial planning firm, accounting firm and insurance company claims to know what it takes to preserve your wealth.
But what is the truth? How many of these people have ever brought true expertise to the table to help you – both now and in the future, without a product to sell? How many of these people have been proactive about your planning, rather than reactive?
Our company was designed to be different. Founded by an attorney that specializes in wealth planning, our company has partnered with the leading minds in America to preserve your wealth. From saving income and estate taxes, to providing the finest asset protection planning in the world, Legacy Design Strategies, LLC is truly independent.
Our clients range from business owners looking to reduce their income taxes and protect their personal assets, to high net worth families trying to preserve their wealth from estate tax. The clients we have assisted have saved millions of dollars in unnecessary taxes, yet have been able to retain control over their wealth.
Our process is straight forward. Our first step involves meeting you to determine your goals. At the end of this session we will both decide if we are a good fit. If so, we will enter into the Wealth Diagnostic phase of the process where we gather all financial information and look objectively at your tax situation. This process will tell us where we are now and where we should be in the future.
We then move to the Goal Achiever phase, where we take your goals and wealth and provide several options to reach your goals and preserve your wealth. This is an independent analysis designed to provide you with the cutting edge strategies that will achieve your goals.
After we know the options, we will set out an Implementation Schedule that completes your strategy in a timely fashion and brings your planning to completion.
Finally, we will establish a Maintenance Process that tracks your planning with IRS decisions and the changing needs of your family and/or business.
We encourage our clients to participate actively in their planning and commit to the lifelong process of carrying out their goals and objectives. Like the old adage “a stitch in time saves nine” Legacy™ planning generally costs less overall than traditional, reactive methods of planning, but at the same time delivers significantly better results for you and your family.
Where ever you are in the country, or as a US citizen working abroad, we invite you to become a client of our company. We will work in tandem with your existing team, including your financial advisor, CPA, legal advisor, and insurance professional if you desire.
We offer no insurance or investments. We like to cooperate with your existing, trusted financial professionals to ensure that your financial tools and strategies will support your real-life estate planning goals and objectives.
A Final Note Before You Explore the Rest of Our Educational Web Site
We hope that this web site will help you become a better-educated consumer, less likely to be taken advantage of by unscrupulous or incompetent people offering estate planning advice or services to you. Our web site is a general educational tool only. Reading the site does not make you a client of Legacy Design Strategies, LLC, and we are not giving legal advice by providing this site. Do not rely on the information provided on this site as a substitute for competent legal advice addressing your specific situation.