Estate & Legacy

While most plans begin with numbers and balance sheets, at Legacy Capital Group, your estate & legacy planning begins by addressing what you value rather than the value of what you own. While legal documents and financial statements are a necessary part of the planning process, they are not where we begin.

In order to streamline your planning and to make efficient use of your time, we have segregated the planning process into four distinct phases. We have a fee structure that allows you to maintain control of this process at a fixed cost.

  • Discovery Phase – we provide clarity by helping you define and articulate your mission, vision, values and goals.
  • Architecture Phase – we help design your plan by exploring all potential strategies, tactics and tools.
  • Implementation Phase – we will work closely with the other advisors on your team toward the complete execution of your plan...diligently….persistently….competently.
  • Management Phase – we monitor and update your plan as changes in laws and your personal circumstances dictate.

Each step of the way, through the use of simple diagrams and straightforward executive summaries, we communicate your options in a way that helps empower you to make decisions. When you are prepared to implement your plan, we act as your quarterback coordinating with our internal team and all necessary outside advisors to ensure complete execution. In short, we help get the job done for you.

The end result is a comprehensive plan that not only helps provide for your independence, but also fosters your Legacy.

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Legacy Capital Wealth Partners LLC and Purshe Kaplan Sterling Investments are not affiliated companies.