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Client Success Stories

“Great experience with Legacy Planning. They were able to help us design, and more importantly, manage our plan. We are so happy with the results.”

Tim Cronin

“Mr. O’Leary and his team were very knowledgeable, professional, and welcoming. They followed through in a timely manner and answered all of our questions. It was a pleasure working with Legacy Planning Law Group.”

Brenda Confer

“Very pleased with Legacy Planning Law Group. Love the relaxed friendly atmosphere, the attentiveness from each team member and especially appreciate the complete and detailed accuracy given to each document we chose. “

Jennifer Losco

“Believe me when I say, everyone in this company is the best! They have been life savers when it came to taking care of my parents’ trust. They went above and beyond to help me whenever I asked!! I couldn’t be happier!!! THANK YOU ALL!!!”

Donna Ford

“It was a pleasure working with Bill O’Leary and his team. They are very experienced, professional, and were very efficient at assisting us in gathering our information and creating a personalized plan for us. I am very grateful, and I highly recommend the Legacy Planning Law Group for your estate planning needs.”

Monica Salamon

“Bill and the staff at Legacy Planning Law Group are fantastic! Each piece of your estate plan is thoroughly explained and customized for your individual needs. I would highly recommend all friends and family to this law group.”

Chris Herms

“Bill and his team at Legacy Planning Law Group have been fantastic to work with. Amazing knowledge and very thorough in explaining the process all the way through signing. Great comfort knowing they are available beyond as needed. Very highly recommend!”

August Wossner

“My experience with Legacy Planning Law group was great! The team delivered exceptional service in a timely manner. I would definitely recommend Legacy to family and friends experiencing probate issues.”

Bruce Epps
Latest Blog News
A divorcing couple who needs to consider how their estate planning after a divorce needs a review

Estate Planning after a Divorce: What You Need to Know

Divorce is an undeniably significant life event, marking not just the end of a marriage…

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Risks of having a special needs beneficiary on retirement accounts and life insurance policies

Risks of Naming a Special Needs Beneficiary for Retirement Plans or Life Insurance Policies

For Jacksonville families striving to secure a bright and stable future for their special needs…

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on left - Power of Attorney & pen on right - a man with arms crossed standing in front of his business smiling. An image for incapacity business planning.

Why Powers of Attorney Are Essential for Business Owners

A business owner works hard to establish a company, build wealth, and protect assets. That…

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An older couple reading a paper to learn what is a decedent

What is a Decedent?

Estate planning might sound like a complex topic, but it's all about preparing for the…

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How Will You Protect Your Family?

At Legacy Planning Law Group, we work with you to the create a plan that protects your family and preserves your legacy so you can have confidence about what lies ahead and finish the race strong.

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