Our Thought Leadership
Explore our topics and key contributors
7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions
Trust and estate plans are essential for protecting your wealth and ensuring it passes smoothly to your heirs.
Honoring Your Unique Journey
Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique journey.
Who Should Inherit Your Wealth? Guiding Mid-Level Managers on Charitable Giving, Estate Planning, and Family Harmony
Nick Hemsted, Financial Advisor, delves into three topics of consideration around your financial legacy.
Importance of Life Insurance, Wills, Estate Planning, and Children's Trusts - What to Financially Expect When You're Expecting
Nick Hemsted, Financial Advisor, discusses foundational planning topics: life insurance, estate planning and a Children’s Trust.