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What we do for you

What we do for you

  • We Assist Families with the Complexities of Wealth

    Wealth can create opportunities for successful families to leave an impact to the people and causes they care about.
    In the last five years, wealthy families realize the way they think about problems has changed. They realize their wealth is under attack in new ways. By reflecting on the character that helped these families get to where they are, families often conclude that their values are under attack, and also conclude that their family fabric is under attack. The stability they have worked so hard for is at risk because of rising healthcare costs and taxation, and while many have learned how to thrive in volatile and challenging circumstances, most have discovered it is worthwhile to have a clear blueprint to likely and positive outcomes. Sophisticated wealth holders rely on Legacy Advisor Group data, wealth monitoring and legacy design to identify, achieve, and report on positive outcomes while providing unique insights. Legacy Advisor Group is a boutique tax and consulting firm to help families sustain wealth and values, while offering protection from uncertainty. The Legacy Advisor Group is the only lifestyle consulting organization to affluent families that offers peace of mind through holistic consulting to consistently, predictably, and reliably provide inter generational protection against instability, predatory taxation, and deconstructionist social changes.
    At the Legacy Advisor Group, we recognize that complex problems face private clients, legal advisors, wealth managers and charitable organizations. Oftentimes little or no collaboration is cultivated between these problem facers to think differently about practical solutions, and that is why a values-based outcome approach defines everything we do for a client.
    (224) 848-4642

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How Predators Take your Money

Top 3 AVOIDABLE ways people take your money when you die

1. Financial professionals leave their fees open ended and do not have a not-to-exceed fee.

a. How to avoid this: Only work with a lawyer that gives you a not-to-exceed fee in writing at your first meeting.

2. They make money when you die because of probate court laws. You are not around so you cannot argue with them about fees.

a. How to avoid this: Get an estate plan that moves your assets into a trust.

3. Capital Gains Taxes – if you have a home that appreciated at all since you bought it, when your kids sell it after you die they will have to pay at least 18% in capital gains tax on the appreciation that occurred. If you bought your home for $250,000 and your kids can sell it for $350,000, they will have to pay 18% of $100,000, which is $18,000.

a. How to avoid this: Get an estate planning attorney at Legacy Advisor Group to transfer your home into your trust and the home will get a new stepped-up capital gains tax basis.

Leave a Legacy

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Would you want your loved ones to face unnecessary expenses, delays and estate taxes after your passing?

You don’t need a huge estate to get huge benefits from estate planning!

Why Choose Legacy?

  • We coordinate your team of attorneys, financial planners, accountants, and insurance experts to help you get your estate plan in order and eliminate unnecessary delays, expenses and all estate taxes.
  • We practice only estate planning.
  • We guarantee your satisfaction, or we don’t get paid.

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