Legacy Assurance Plan

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Legacy Assurance Plan Legacy Plan is a membership-based holistic estate planning service company.
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The Legacy Assurance Plan is a unique, members-only, Estate Planning Services Program designed to facilitate various legal, financial, and tax strategies. These strategies can provide a clear plan of action that not only meets your estate planning goals, but also ensures your ability to maintain control in the case of a life-event. They can also reduce or even eliminate costs, delays, and the overall hassle associated with certain legal processes, which might otherwise have a significant impact on you or your family. To find out more about Legacy Assurance Plan or to get enrolled, visit our website at www.legacyassuranceplan.com.

One outdated beneficiary form can override what your will says.Most families don't find out until it's too late. This bo...
10/02/2026

One outdated beneficiary form can override what your will says.

Most families don't find out until it's too late.

This book helps you spot it now.

https://beyondthedocuments.com/

09/30/2026

We have exciting news to share. 📣

Legacy Assurance Plan has just published a new book available now on Amazon and Kindle!
Estate Planning: Beyond the Legal Documents - Integrating Legal, Financial, Business, and Tax Planning into One Comprehensive Strategy (2026 Edition) is a 25-chapter guide written for everyday families that addresses one of the most common and costly mistakes in estate planning: assuming signed documents mean you have an effective, coordinated plan.

Written by experienced attorneys, it is the most thorough, up-to-date estate planning guide available. The book covers the full range of what a complete estate plan requires in 2026 — retirement account rules reshaped by the SECURE 2.0 Act, federal and state estate tax changes, and the coordination of legal documents, financial accounts and beneficiary designations that traditional planning routinely leaves disconnected.

Get your digital or print copy now on Amazon: 👇
🔗 https://www.amazon.com/dp/B0GX93LQCY

Legislation enacted in 2025 set higher exemption levels for federal taxes, giving families new options for estate planni...
09/29/2026

Legislation enacted in 2025 set higher exemption levels for federal taxes, giving families new options for estate planning. Understanding changes in the law can help preserve inheritances and protect your legacy.

Learn more: https://legacyassuranceplan.com/federal-estate-tax

DIY estate planning = family disaster waiting to happen.Unexpected costs, ineffective documents, shattered families and ...
09/28/2026

DIY estate planning = family disaster waiting to happen.
Unexpected costs, ineffective documents, shattered families and asset disasters await. Get your estate plan done right. Schedule your free consultation today!
https://legacyassuranceplan.com/consultation/

We're a full-service estate planning company. So why are we giving away a free Last Will and Testament? 📜Because a will ...
09/24/2026

We're a full-service estate planning company. So why are we giving away a free Last Will and Testament? 📜

Because a will isn't a luxury, it's a necessity. At Legacy Assurance Plan, we believe everyone deserves one, no exceptions. A comprehensive estate plan goes much further, but it all starts here.

Draft your free will today: https://legacyassuranceplan.com/freewill

Beneficiary designations often control more of your wealth than your will does. They work immediately, bypassing probate...
09/22/2026

Beneficiary designations often control more of your wealth than your will does. They work immediately, bypassing probate delays and expenses. Make sure your loved ones are properly protected with the right beneficiary choices.
Learn more: https://legacyassuranceplan.com/beneficiary-designations/

Not sure which trust is right for your estate plan? The answer depends on your unique situation—revocable trusts offer l...
09/21/2026

Not sure which trust is right for your estate plan? The answer depends on your unique situation—revocable trusts offer lifetime control and flexibility, while irrevocable trusts provide stronger asset protection and tax benefits.

Address

8725 Pendery Place, Suite 104-L
Sarasota, FL
34201

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18444453422

Website

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