Legacy Financial

Estate Planning

Phone 603-647-7166
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We Want to Define and Implement an Efficient Estate Plan.

Founder and President, Steve Mathieu, watched his mother struggle for nine months and pay thousands of dollars in legal fees to gain control of a single asset left only in his late father’s name. From that moment on, Steve vowed to help his clients avoid those same struggles with comprehensive estate planning.

Our Estate Planning Services Include:

  • Estate/Gift Tax Planning
  • Asset Preservation
  • Wealth Transfer Strategies
  • Inheritance Planning
  • Special Needs Planning
  • Probate Avoidance

Estate Planning for a Person with Special Needs

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