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Legacy Assurance 

About Legacy Assurance:

About Legacy Assurance Plan

The Legacy Assurance Plan is a multifaceted services program designed to provide its members with all the resources they require to meet their estate and financial planning needs, with access to an experienced estate planning lawyer. With the plan, members have the confidence of knowing that they have one place, and one team of trusted professionals — who are well-acquainted with them, their needs and their goals — at the ready to help as they create and execute their various legal, financial and tax strategies.

The foundation of any estate plan is knowledge; namely, understanding the various options available for achieving your planning objectives. Even before enrollment, our process begins by explaining the various options, along with each one’s possible advantages and disadvantages. From there, Legacy Assurance Plan facilitates the process of estate planning by utilizing a network of industry and legal professionals.

Our promise is to provide our members and their families with the most efficient; cost-effective means possible for both asset preservation and distribution. A well-designed, properly-executed estate plan will minimize all-too-avoidable expenses, taxes and delays, and that means more for the people who matter most to you. The plan does this by bringing your legal, financial and other professionals together, working as one cohesive unit to make sure, not only that you have estate and financial plans that work well, but that you have estate and financial plans that work well together.

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