LG Legacy Group provides consulting services to a wide-range of individuals and entities. We also provide tax and estate planning advice regarding the use of Private Foundations and the following Trusts to meet your individualized financial objectives:

  • Credit Shelter Trusts
  • Generation Skipping Trusts
  • Personal Residence Trusts
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Grantor Annuity Trusts
  • Qualified Terminable Interest Property Trust
  • Family Limited Partnerships
  • Bypass Trusts
  • Marital Deduction Trusts
  • Revocable Lifetime Trusts
  • Life Insurance Trusts

Keep in mind that the rules involving the above Trusts and the use of Private Foundations are complex. Our team of qualified professionals are aware of these issues and can help you successfully navigate them to reach your goals. We are committed to working with you and your team of professionals to meet your personalized tax and financial goals.