About Us
Why Legacy Resource Centers?
Legacy Resource Centers offers free discussions to help you plan for the future, regardless of your age or savings. Estate planning is crucial for everyone, and we can guide you through the process to ensure peace of mind. We focus on four areas of concern: Healthcare Planning, Illness & Death Planning, Legal Planning, and Financial & Insurance Planning.
Illness & Death Planning
What happens if your ill spouse, who used to handle all the finances, is no longer able to do so? We are here to help you protect your assets by ensuring that your beneficiaries are up-to-date, bank accounts are properly titled, and real estate is protected from probate.
If your savings are being depleted by healthcare costs, we can help you explore the possibility of getting Florida Medicaid. We have established relationships with professionals who can review your situation at no cost and guide you through the process.
Legal Planning
We utilize effective estate planning strategies to safeguard the inheritance and prevent probate while transferring wealth to the heirs. We have established strong connections with lawyers, home health providers, and other healthcare professionals who can help manage the aging process. We can help you find an attorney who can cater to your specific requirements and budget.
Our aim is to provide complete protection to you and your loved ones throughout your lifetime, and beyond.
Financial & Insurance Planning
We are full-service advisors and can assist in any aspect of investing for every age group. We help protect loved ones in various ways. We know seniors' needs as well as young people with growing families. We know seniors and retirees are no longer in the accumulation stage like their younger counterparts, and it's time to preserve and protect what they have saved their entire lifetime. It's time to plan for income and the preservation of your legacy's principal.
Healthcare Planning
Whether you are under 65 or on Medicare, healthcare plans change every year, and it's important to be aware of any significant changes and how they might impact you. We are here to assist you in reviewing your plan and providing you with the best advice based on your specific healthcare requirements. These reviews are free of charge and can be conducted over the phone or in person.
Planning from now until Death
We are a team of experienced professionals who specialize in helping people prepare for unforeseen circumstances. Our services include financial planning, illness planning, insurance planning, retirement planning, education funding, legal and estate planning, as well as final expense planning. Being an independent financial and insurance services firm, we have access to a wide range of strategies to safeguard your loved ones for generations to come.