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Legacy Planning Center

We are a full-service estate planning law firm providing clients peace of mind knowing their families will be taken care of and their legacies will be passed on should tragedy strike. Stacey L. Lucich. To schedule a time for us to discuss your estate planning needs! Designed by Elegant Themes.

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Raymond James Financial Services

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Home - Legacy Planning Group, LLC

Request a no-cost consultation today! Providing the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of our success. 5 Important Social Security Questions You Should Know. We have put together an informative brochure that helps answer the following questions:. What is your Social Security amount?

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Home | Legacy Planning

Delivering The Core Four. Welcome to Legacy Planning. Since 1995, our desire has been to serve our clients in a way that builds enduring, trusting relationships. We partner with our clients on their financial journey to help them achieve their lifestyle and legacy goals. Let us introduce you to 'The Core Four,' our unique approach to financial planning. Send Us An Email. It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation.

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Special Needs Trusts for Disabled Beneficiaries. April 21, 2014. As we see the greying demographics take shape, more older parents are coming in to our office to make arrangements for their adult disabled children. Last week’s couple were a joy to work with, but I. Was a little anxious that they had waited until they were both in their mid-80s to contemplate who would care for their adult disabled son when they died. They had already worked with the Developmental Disabilities Resource Center. By sweating...

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