Chuck and Cheryl Boehm

Bill O’Leary has been a valuable resource–he provides consistent and reasonable guidance, communicates clearly, makes every effort to turn items around quickly and has often spent considerable time in person, on the phone and by email with us to explain how or why something needs to happen. He and his team at Legacy Planning have always shown the right balance, in our opinion, to get the job done correctly and efficiently. We appreciate the support provided to properly plan our estate, to reduce future burdens on our loved ones, prepare and file documents, as well as real estate and LLC guidance to reduce risks to preserve our assets. We highly recommend Bill to others.

Chuck and Cheryl Boehm
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Written by Legacy Planning Law Group

Legacy Planning Law Group is dedicated to working with individuals and families to help protect the assets they have built throughout their life, and make everything simpler for families who have lost a loved one. We help thoughtful people achieve the peace of mind that comes with planning their personal legacy and passing on family harmony.