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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
Emergency Medicaid Planning in Florida

What Happens If You Apply for Medicaid Too Late? Emergency vs. Crisis Medicaid Planning in Florida

Applied for Medicaid too late? Learn how emergency and crisis Medicaid planning works in Florida and what Jacksonville families can still do.
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Probate vs. Living Trusts: Which One Is Right for Your Family?

Planning for the future is one of the most important steps you can take to…

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How do I apply for Medicaid in Florida?

Florida’s 5-Year Medicaid Look-Back Rule: What Triggers Penalties and How to Plan Around It

Florida’s Medicaid look-back rule can delay benefits. Learn what triggers penalties, how to apply for Medicaid in Florida, and how families plan.
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Family Planning Medicaid Florida

Florida Medicaid Eligibility Rules Explained: Income, Assets, and Countable Resources

Confused about Florida Medicaid eligibility? Learn how income, assets, and long-term care Medicaid rules affect qualification for Jacksonville families.
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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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