Legacy Financial

Estate Planning

Phone 603-647-7166
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603-647-7166

An Estate Planning Strategy, as a Result of a Personal Struggle

Estate Planning with Steve MathieuFounder 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. It was then that Stephen realized the system that is used to transfer assets from one generation to the next is set up in a way that takes advantage of people if they don’t have a comprehensive estate plan in place. Consequently, Steve and his wife Jean vowed to help his clients avoid those same struggles with estate planning.  Most of all, they provide their clients with the peace of mind that this will never happen their family.

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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