Legacy Capital Advisors

Legacy Capital Advisors Securities and investment advisory offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
06/03/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Here are a few key factors to consider when naming an executor for your estate.
06/01/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Property taxes too high? Here are ways to potentially lower your assessment.
05/29/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

If you don’t have an estate strategy, here's some reasons why you should.
05/27/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Test your estate strategy knowledge with this short quiz.
05/25/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/22/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/20/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
05/18/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
05/15/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
05/13/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Address

1212 Helton Drive Suite A
Florence, AL
35630

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12567642322

Website

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