Your Legacy
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About Your Legacy
Your Legacy is a group of highly-qualified professionals dedicated to fulfilling the donor's legacy goals and help the charities who are the beneficiaries. Since our company opened its doors in 2011, we’ve treated every customer like they were a part of our family. Our unique services are built on real-world experience from decades of helping giving people establish legacies larger than anticipated. We do this through thorough planning that involves a team of advisors that are charged only with designing the best plan for both the donor and the charity.
Our portfolio of successes drives our mission of holistic giving. We are a cutting-edge firm of legal, tax, and financial experts committed to helping our society not only for today, but for future generations.
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