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Legacy Planning Associates™

legacy planning

The Thriving Family:

The Thriving Family Experience from the Legacy Planning Associates empowers families and their advisors to create a dynamic in which individual family members flourish. more »

expected outcomes:

Families become clear about their unique and self-defined journey to becoming a thriving family, and they experience predefined milestones along the way.
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Our Philosophy:

We are passionate about a new values-centered multi-dimensional process where each family member looks beyond the financial …
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Money & Taxes
Values & Vision
Our Story