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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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Do I need a trust?

I only have a house. Do I need a trust?

Myth: You need a large estate to need a trust.

Fact: In Illinois, the Probate Act requires that if you have more than $100,000 in your name alone when you pass away, a probate court case is required.
Is Probate bad?

Probate is a court case to protect creditors, and can cost of $2,500 to 8% of the value of an estate.  In addition, if you own assets in more than one state, you may face a probate in each of those states. Even if you have a $101,000 home with only $500 of equity, there would be a probate court case which would take from 9 months to 2 years to complete.  Because each situation is different, we recommend paging an attorney to discuss your unique situation. If your home is titled in Joint Tenancy, a probate court case would not be required on the death of the first, but there would be a probate court case when the surviving spouse passes away, and the costs for the probate would be taken from the beneficiary’s share.

Leave a Legacy

estate tax calculator

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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