LEGACY EPC

We offer continuing service, periodic reviews as needed, and advice where appropriate at no additional charge. Through our commitment to care, we aim for lifetime clients. We offer free assistance in helping our clients and their beneficiaries settle their estate. We hope that by providing this complimentary service, we will earn your family's business as well... Legacy Estate Planning Coordinators offers a unique and highly specialized service to help our clients prepare for their retirement and preserve and protect their estates for their families. We help and guide our clients through one of life's most difficult seasons... We strive to preserve and protect our client's estate, coordinate their assets, and where appropriate, consolidate and simplify their financial affairs. One of the added benefits of our approach is our ability to help our clients and their beneficiaries prepare for the challenges posed by retirement. We can offer strategies to minimize taxes, maximize social..

Also known as: Legacy Estate Planning Coordinators

Primary location: Medford United States