Upstate Legacy Planning Group Specializes in Tax-Efficient, Multi-Generational Legacy Planning
You’ve laid the groundwork to meet your financial goals and found great personal and professional success in life. Our entrepreneurial, executive, and legal backgrounds bring immediate value to clients with complex, diverse multigenerational planning needs. Together we steward your wealth.
Financial representatives do not render legal or tax advice. Consult with a legal or tax professional for advice that is specific to your situations.