You spend a lifetime carefully building your estate so you can enjoy your
retirement. LegacyGuard is an easy way to manage your assets, and protects against the
unnecessary loss of assets from Probate and estate taxes. LegacyGuard helps you achieve
security and peace of mind by enabling you to live life to its fullest, and by helping you leave
the legacy you wish for your family.
As life expectancy continues to increase, the importance of estate preservation increases as
well. With no formal strategy in place, your beneficiaries may have to pay thousands of
dollars in Probate fees and be denied access to your estate assets for a year or longer. With
LegacyGuard, Probate fees can be avoided, estate taxes may be reduced or eliminated, and the
details of your estate can remain private. A Legacy Planner makes management and retrieval of
important documents and vital information easy.
Apply
Now!
With LegacyGuard:
- Up to 90% or more in potential estate settlement costs are saved
- Asset management is uninterrupted
- Unnecessary estate taxes are avoided
- A comprehensive estate organizer provides easy reference and updating
- Plan documents and annual overall Plans are reviewed annually
- Medical Emergency ID Cards offer peace of mind
- Your estate can pass seamlessly to your heirs
LegacyGuard will also:
- Collect information for attorney consultation
- Execute legal documents
- Activate a Revocable Living Trust
- Archive estate documents
- Update estate protection status annually
- Provide information about financial longevity issues
Enroll in LegacyGuard today and protect what you've spent a lifetime building. Read the Application Guide and complete the LegacyGuard Application. Fax the completed application to us at 1-608-661-9609.