The goal of Legacy Enhancement is to provide assistance for the benefit of disabled and special needs individuals and their caregivers. We help our clients with the establishment and ongoing management of pooled, first-party, and third-party special needs trusts, managing the required funds for supplemental needs.
Our goal is to enrich the lives of our clients and their loved ones. We do this by offering the same care and attention to detail as large banks and trust companies without the same exorbitant fees.
We are committed to easing the financial responsibilities and burdens of money management for beneficiaries and their loved ones so you can find peace of mind about your future. Whether you are interested in establishing a special needs trust, managing a minor's trust, or learning more about your options, Legacy Enhancement can help. Connect with our team to put your best foot forward to a better and brighter future.
Our staff is complete with knowledgeable professionals to make sure your investment is handled wisely.
Our use of technology allows us to have seamless communication with our clients no matter where they are.
Your family member or client will be cared for, no matter the size of the trust.
We've got the experience you need to rest easy. We know what it takes, we'll take care of the rest.
Since we are a non-profit, our only benefit is our clients success, meaning we are cost effective and won't break your bank.
We never miss a beat, so you never have to worry.
A special needs trust can be a valuable tool to add to your child’s long-term financial plan. There are several benefits of doing so, but one of the ... read more
The Special Needs Trust Fairness Act of 2015 ( Senate Report 114-99 ) modifies how revocable trusts are treated when they are for the benefit of ... read more
If your child has special needs, there are many elements you must consider regarding his or her financial future. An important component of your ... read more
