A Better Way of Life for Baby Boomers, Seniors and Retirees
Legacy Estate Planning Group, Inc. is a true comprehensive wealth management firm, combining the knowledge of licensed attorneys, financial advisors, tax professionals and insurance planners.
Established in 2000, and in business in its current form since 2005, Legacy Estate Planning Group, Inc. is a regional leader in estate planning and senior and baby boomer related financial issues. The company is also recognized and noted for its knowledge, expertise and specialization with large life insurance needs and fixed investments, annuity and Medicaid programs, cash management, asset management and charitable asset programs and distribution. The company regularly consults with other professionals and businesses in large estate succession and charitable matters.
The company regularly shares its knowledge through public/private seminars in the region as well as offering continuing educational workshops for insurance professionals and accountants throughout Nebraska and the Midwest. Our financial team of experts is licensed in South Dakota and Iowa.
We maintain licensing as a registered investment advisor in Nebraska, state insurance departments and the Bars in Nebraska and South Dakota, for the law practice through Of-Counsel Relations.
We maintain membership in the Million Dollar Round Table. Membership is granted only to professionals who honor and abide by a strict code of ethics above and beyond the industry requirements and open only to a small group of top financial professionals nationwide.
Robert J. Brown
President and Founder
At Legacy Estate Planning Group, Inc., our goal is to be our clients’ trusted advisor and to be able to handle all aspects of the estate and financial planning process from start to finish. As true legacy planners, and a comprehensive wealth management firm, we concentrate in estate, business and retirement planning for baby boomers, seniors and retirees. We understand that our clients’ most important financial and estate planning goals are to make certain that their wishes are followed with the least amount of turmoil, outside involvement and taxes.
By using the most sophisticated estate and financial planning techniques available, our focus is to make certain that our clients achieve their planning goals. Our attorneys and staff are noted for delivering the finest estate planning and customer-oriented services.
Our experience and expertise help reduce or eliminate federal and state estate taxes and allow business owners to transfer their business to family members and/or key employees at the lowest possible transfer tax cost. We also help our clients avoid the delays, costs and publicity associated with probate, as well as to help them protect the ravages of excessive taxes, potential spendthrifts and creditors.
The president and founder of Legacy Estate Planning Group, Inc. is Robert J. Brown. Robert is known as an “estate planning specialist” and has over 25 years’ experience in the insurance industry, law and business management. Robert is a registered investment advisor representative, licensed attorney, life insurance agent and member of the Million Dollar Round Table.
Our clients come from all walks of life. Whether the client is an individual with a relatively modest estate or one with a large estate, large number of employees or complex requirements, our commitment level is the same. It is to provide the highest quality, most up-to-date estate and financial planning advice. We believe our clients deserve nothing less for themselves and for their legacies.