LET US HELP Preserve Your Future

Get Connected  

Let Us Help Lighten the Load
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.


Getting Started with Your Special Needs Trust

Legacy Enhancement can assist you with the establishment and maintenance of your pooled special needs trust or minor's trust. If you’d like to request a distribution or are interested in learning more about allowable and/or restricted purchases, please see the forms below. You may also change your contact information using our downloadable Change of Contact Information form.

For more assistance, or if you have additional questions, please call us at (888) 988-5503. Free consultations are available!

Keep Up With Legacy

Read Our blog to stay updated
  • Can Inheritance Be Paid to Someone Else?

    While this may seem like a question you’d answer with another question: “Why would I want to do that?”, there are many reasons why you might want to ... read more

  • Is Inheritance Money Taxable?

    If you’ve recently come into an inheritance or will be receiving one soon, you may wonder whether the assets may be taxed by federal or state ... read more

  • Inheritance: The Basics

    Inheriting assets from a lost loved one can be a very complex and nuanced situation. Read on to learn about some of the basics of inheritance . Types ... read more