Advisors

Legacy Deo routinely assists attorneys, financial planners, and tax advisors whose clients are interested in creating a charitable component within their estate plan.

There are many positives to working with Legacy Deo:

  • We are organized as a public charity, which provides maximum tax advantages to your client
  • We accept many different types of assets that some charities cannot
  • We specialize in trusts and endowments, becoming a resource for services many advisors do not include in their practice
  • Our trustee services fees are often more affordable for your client than our competitors’
  • We have licensed accountants and financial planners on our staff to partner with you and your client

We invite you to explore our resources for advisors. Consider signing up for our e-Newsletter as a way to stay informed about topics of interest to your practice and clients.

We are here to assist you and your client. When you are ready to work with us, give us a call or send us an email to plannedgiving@lfot.org.