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Legacy Legal, Inc.

Carlsbad, California1 employee
(0.0)

Based on 0 Reviews

About

Founded 2011

At Legacy Legal, Inc., our mission is to empower you to enhance your profits, reduce tax burdens, and ensure your financial resources endure well into the future. We pride ourselves on our foundational principles: we are Compassionate—we genuinely care for your wellbeing; we are Dedicated—your success is paramount; and we are Reliable—we keep our promises. If you're seeking greater assurance in your financial journey, a solid framework for managing business operations, improved cash flow along with profitability, as well as security for both family and investments—know that we've successfully assisted countless individuals in saving money so they can enjoy more quality time with loved ones and unlock new opportunities in life. Our vision aims at everyone building a legacy of which they can be proud while redefining wealth beyond mere dollars to include values, beliefs, and traditions. Ultimately, we aspire for people to experience true harmony within their wealth.

Practice Areas

  • legacy planning
  • entity structure
  • family vision and goal facilitation
  • tax planning
  • wills and trusts
  • probate
  • trust administration

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