“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.”
“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.”
“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. “
“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!!!”
“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.”
“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.”
“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!”
“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.”
What Is a 529 Plan?
What Is a 529 Plan? A 529 plan is an investment account that offers tax…
Tina Turner Settled Estate Matters Years Before Death to Avoid Family Drama.
Tina Turner Settled Estate Matters Years Before Death to Avoid Family Drama. Tina Turner Settled…
What Happens to Airline Points & Miles After You Die?
What Happens to Airline Points & Miles After You Die? What Happens to Airline Points…
Lawmaker Revives the Expanding Veterans’ Options for LTC Act
Lawmaker Revives the Expanding Veterans' Options for LTC Act Lawmaker Revives the Expanding Veterans' Options…
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.