About Us
Legacy Planning Consulting LLC is a leading provider of holistic estate planning services. Our mission is to empower individuals, families, and businesses with the tools and strategies needed to protect their assets and ensure a smooth transition of wealth.
With years of expertise in estate planning, tax optimization, financial management, and legal considerations, our team is committed to delivering personalized solutions tailored to your unique needs.
Our Services
Compassion • Trust • Excellence
Enhance your retirement life
Secure your financial future and enjoy a worry-free retirement with the help of our expert advisors. Our team is sophisticated in tax planning, asset optimization, annuity, long-term care, life insurance strategies, and more to support your unique needs.
Protect your loved ones
We simplify estate planning for you. From simple wills to complicated trusts and family foundations, we guide you every step for an efficient wealth transfer and ensure that your plan is continuously maintained and optimized as your life circumstances evolve.
Maximize your legacy
With expertise in financial, legal and tax, we'll tailor the best strategy to help you reduce tax impacts and grow your wealth. We're also skilled at leveraging charitable trusts and family foundations to protect your family and to create a legacy for generations to come.
Available OnlineSchedule a free call with us to understand how we can help you - this is not a consultation session
15 min
Available Online1-on-1 private session to address your questions and unique needs - this is a virtual meeting
1 hr
200 US dollars
Seminars / Events
Sun, Jan 26Learn the key differences between wills and trusts, and gain valuable insights into creating a personalized estate plan to protect your family's future.
Sun, Nov 10Learn the fundamentals of estate planning, including wills, trusts, asset protection and tax optimization strategies, to ensure your legacy is preserved and your loved ones are protected.
Date and time is TBDExplore the tax benefits of Charitable Remainder Trust and how you can maximize your retirement income while creating a lasting legacy for the causes you care about.
Date and time is TBDLearn the ins and outs of establishing and managing a private family foundation, and how it can play a vital and powerful role in your legacy and philanthropic goals.
Date and time is TBDDid you know how much you need to retire? Leverage annuities such as Fixed Index Annuity and Variable Annuity to enjoy a fulfilling and financially secure retirement life while maintaining peace of mind.
Date and time is TBDGain insights into tax-efficient education funding strategies, including 529 plans and alternatives, to ensure your family is prepared for future educational expenses.
Date and time is TBDDid you know life insurance plays a vital role in estate planning? Uncover the secret of life insurance and what it brings to your wealth transfer.
