Legacy Assurance Plan: Your Partner in Estate Planning
Located at 8039 Cooper Creek Blvd, University Park, FL 34201, Legacy Assurance Plan is a member-based estate planning service dedicated to providing comprehensive solutions that integrate legal, financial, tax, business, and risk management strategies.
Their mission is to make estate planning accessible and adaptable, ensuring that every family, regardless of wealth, can protect their assets and secure their legacy.
Services Offered
Legacy Assurance Plan offers a suite of services designed to address various aspects of estate planning:
- Legal Documentation: Preparation of essential documents such as wills, trusts, powers of attorney, and advance directives.
- Financial Planning: Assistance with beneficiary designations, trust funding, and coordination with financial accounts to ensure seamless asset distribution.
- Tax Strategies: Guidance on minimizing tax implications, including estate and income taxes, to preserve more of your estate for beneficiaries.
- Risk Management: Evaluation and mitigation of potential risks affecting lifetime income and estate, including long-term care costs and market volatility.
- Business Planning: Integration of business interests into estate strategies, focusing on entity formation, succession planning, and ensuring business continuity.
Client Testimonials
Clients have shared positive experiences with Legacy Assurance Plan:
- “Legacy Assurance Plan has given me the peace of mind that I needed to ensure a clear understanding of my last wishes.”
- “Working with Legacy Assurance Plan was easy and enjoyable. It is a relief to know that I don’t have to worry about my estate being distributed according to my wishes.”
However, it’s important to note that experiences can vary. Some clients have reported concerns regarding follow-up and communication. One review mentioned, “After giving them your money you won’t receive much attention or any follow-up.”
FAQ
1. What is the Legacy Assurance Plan?
Legacy Assurance Plan is a membership-based estate planning service that offers comprehensive solutions integrating legal, financial, tax, business, and risk management strategies to help individuals and families secure their assets and legacy.
2. Where is Legacy Assurance Plan located?
Their office is at 8039 Cooper Creek Blvd, University Park, FL 34201.
3. What services are included in the membership?
Membership provides access to legal document preparation, financial planning assistance, tax strategy guidance, risk management evaluation, and business planning services.
4. How do clients rate Legacy Assurance Plan?
Client experiences vary. Some praise the comprehensive services and peace of mind provided, while others have raised concerns about communication and follow-up.
5. How can I become a member?
You can learn more and sign up for membership by visiting their official website: legacyassuranceplan.com.
For those seeking a holistic approach to estate planning, Legacy Assurance Plan at 8039 Cooper Creek Blvd, University Park, FL 34201, offers a range of services designed to protect your assets and ensure your wishes are honored. As with any service, it’s advisable to conduct thorough research and consider multiple sources before making a decision.
