Family Legacy has developed a team of independent professionals for referring critical adviser services including Retirement Planning, CPA services, Estate Planning, Medicaid Planning and Elder Law. This team was established as a synergistic compliment with the goal of providing our clients the best possible retirement planning, tax, estate and Medicaid planning available.
Family Legacy Wealth Management, LLC can manage a client's funds on a fee basis and help guide a client toward achieving those goals they determine to be important to them.
This team possesses the skills to help retirees, and those transitioning into retirement, strive toward accomplishing their retirement and estate planning goals. Our team works with families to help them be better protected from erosion or loss of principal due to inflation and other risks. We help families reposition assets so they can still participate in market-like growth potential but not have to participate in the losses normally associated with being directly invested in the market.* We also specialize in addressing Medicaid issues. The attorneys we utilize work with these families to help protect their assets so they may not have to spend down what it has taken a lifetime to accumulate.
We provide a needed alternative to what many clients tell us they have found in the past. We work hard for our clients to generate the confidence that often comes from having a retirement plan structured to accomplish their individual goals.
*Strategy refers to use of Equity Indexed Annuities. An index annuity is a long-term investment and may include, but is not limited to, asset fees, participation rates, caps and/or contingent deferred sales charges. Credited interest is based upon a formula linked to the corresponding stock market index and may be more or less than the actual index performance. It is possible that this investment will not provide the same returns as the corresponding index. Early surrender penalties may apply, including a 10% excise penalty may apply on distributions from an annuity prior to age 59½. Guarantees are based on the claims-paying ability of the underlying insurance company.
Elder Law Attorneys
Serving our North Carolina Clients Elizabeth J. Caviness, LLP, Attorney At Law, CPA, Elder Law Designation, Caviness Law Firm, PLLC
Phillip Corson, Attorney at law. Elder Law certification specializing in probate avoidance using Living Trusts and Special Needs Trusts for those families with special needs children.
John D. "Jay" Rinehart Jr., JD, LLM (Tax), MBA - North & South Carolina, Rinehart Law Firm
Joseph F. McNulty, Attorney at Law, Medicaid Planning Specialist Elizabeth J. Caviness, Phillip Corson and John D. "Jay" Rinehart Jr., are independent legal professionals, and neither they, nor their offices are affiliated with Family Legacy Wealth Management, LLC, Family Legacy Group, Inc. or Edward Barnard.
3525 Whitehall Park Dr. Ste 180. Charlotte, NC 28273
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