Individuals

ESTATE PLANNING

We leverage strategic partnerships within our network of board-certified estate planning attorneys to come up with a strategic, creative, and innovative estate plan.  We turn over every stone to find strategies that honor the legacy you want to leave to your heirs.  We plan for future contingencies in the market while keeping a careful eye on changes at the federal and state level that can impact your plan.  

TAX PLANNING

Legend Wealth works to shield your assets from burdensome taxes so that your wealth can flourish.  Our collaborative process includes tax experts who work in concert with our planning team to design clean strategies to help keep your assets working for you. 

LIFE INSURANCE

Life insurance can be a bulwark against onerous estate taxes.  Tax-friendly benefits can help your heirs maintain your estate for generations to come.  Our deep relationships with industry-leading life insurance experts allow us to take a holistic approach to financial planning.  If life insurance is right for your portfolio, our team can leverage these relationships to fulfill their fiduciary responsibility to you.