The Legacy Group

The Legacy Group At The Legacy Group, we help families, individuals and business owners secure their future with our 3-Dimensional Planning Approach™.

Let’s build your legacy: https://go.legacygroupny.com/schedule-with-legacy

If you own a business, here's an uncomfortable question: Who takes over when you're gone?Many business owners spend deca...
06/04/2026

If you own a business, here's an uncomfortable question: Who takes over when you're gone?

Many business owners spend decades building something valuable—then avoid the one conversation that determines whether it survives them.

Business succession planning means identifying and developing future leadership. It means determining fair business valuation and creating tax-efficient ownership transfer strategies. It's about planning for estate tax liquidity and protecting the business from family conflict.

Without a plan, the IRS, the courts, or your family's disagreements will make the decision for you.
And potentially none of those options preserve what you built.

Start planning your business succession: https://legacygroupny.com/business-planning/

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Many people think estate planning is just about "having a will." It's not.A complete estate plan includes four documents...
06/02/2026

Many people think estate planning is just about "having a will." It's not.

A complete estate plan includes four documents that work together. Your Last Will and Testament directs where your assets go and names guardians for minor children. A Revocable Living Trust helps your estate avoid probate and keeps your affairs private. Your Healthcare Proxy names who makes medical decisions if you can't. And a Durable Power of Attorney authorizes someone to handle financial decisions on your behalf.

Each document serves a different purpose. Together, they create a safety net for the unexpected. Missing even one may leave gaps that create problems for your family when you're not there to fix them.

Do you have all four in place?

Learn more about estate planning: https://legacygroupny.com/estate-planning/

CRN202905-11260354

Retirement planning isn't just about saving—it's about making your money work sustainably for decades.Key planning consi...
05/29/2026

Retirement planning isn't just about saving—it's about making your money work sustainably for decades.

Key planning considerations:
• Tax-efficient withdrawal sequencing
• Required minimum distributions (RMDs)
• Healthcare and Medicare planning
• Long-term care reserves
• Legacy and gifting goals

The families who thrive in retirement built their income plan before they needed it.

Ready to build a sustainable retirement income strategy?
Let's build your plan together: https://tinyurl.com/call-legacy

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This Memorial Day, we pause to remember and honor those who made the ultimate sacrifice for our country.Their bravery an...
05/25/2026

This Memorial Day, we pause to remember and honor those who made the ultimate sacrifice for our country.

Their bravery and dedication will never be forgotten. 🇺🇸

Life can change in an instant. Your financial plan doesn't have to fall apart when it does.Risk management isn't about p...
05/22/2026

Life can change in an instant. Your financial plan doesn't have to fall apart when it does.

Risk management isn't about predicting the future—it's about preparing for uncertainty.

A solid risk management strategy addresses:
• Disability income protection
• Long-term care planning
• Life insurance for income replacement and estate liquidity
• Liability coverage beyond standard policies
• Healthcare cost planning for retirement

The families who weather unexpected events best are the ones who planned for them ahead of time.
What would happen to your financial plan if the unexpected occurred tomorrow?

Learn more: https://legacygroupny.com/risk-management/

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Reduce Tax Uncertainty in RetirementMany retirees pay more in taxes than necessary because opportunities were missed alo...
05/20/2026

Reduce Tax Uncertainty in Retirement

Many retirees pay more in taxes than necessary because opportunities were missed along the way.

Tax-aware retirement planning includes:
✔️Maximizing deductible contributions while working
✔️Taking advantage of catch-up contributions (age 50+)
✔️Coordinating Social Security and withdrawal timing
✔️Strategic Roth conversions in lower-income years
✔️Tax-efficient charitable giving strategies

Small decisions made consistently can create significant tax savings over decades.

Are you leaving tax savings on the table?
Explore tax strategies: https://legacygroupny.com/retirement-planning/

CRN202904-11082059

If you're a business owner with partners, here's a question worth asking:What happens to your business if a partner sudd...
05/15/2026

If you're a business owner with partners, here's a question worth asking:
What happens to your business if a partner suddenly departs, becomes disabled, or passes away?

Without a buy-sell agreement, the answer might be chaos—for the business, for families, and for you.

A well-crafted buy-sell agreement addresses:
• Fair business valuation methodology
• Smooth, equitable transfer of ownership
• Liquidity for estate taxes (often funded with life insurance)
• Protection for remaining partners and families

Don't leave your business transition to chance or conflict.

Learn more about business planning: https://legacygroupny.com/business-planning/

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The One Big Beautiful Bill Act changed the estate planning landscape permanently.Signed into law in July 2025, this legi...
05/13/2026

The One Big Beautiful Bill Act changed the estate planning landscape permanently.

Signed into law in July 2025, this legislation set the federal estate tax exemption at $15 million per person ($30 million for married couples) starting January 1, 2026—with permanent certainty and inflation indexing.

What this means for your estate plan:
The old "use it or lose it" urgency is gone. Now it's about strategic opportunity.

With higher permanent thresholds, families can focus on:
• Long-term wealth transfer strategies without sunset pressure
• State-level estate tax planning (New York's $6.94M cliff still applies)
• Strategic gifting at the higher exemption levels
• Portability planning for married couples
• Generation-skipping trust opportunities

The question shifted from "Will we lose this?" to "How do we use this strategically?"

Have you reviewed your estate plan since the law changed?

Read the full analysis: https://legacygroupny.com/the-big-beautiful-bill-and-what-it-means-for-your-estate-plan/

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Retirement planning isn't just for those approaching 65. Whether you're in your 30s, 40s, or 50s, the earlier you start,...
05/08/2026

Retirement planning isn't just for those approaching 65. Whether you're in your 30s, 40s, or 50s, the earlier you start, the more flexibility you create.

Strong retirement strategies include:
• Maximizing tax-advantaged contributions
• Creating sustainable income streams
• Coordinating Social Security timing
• Planning for healthcare and longevity

The best time to start was yesterday. The second-best time is today.

Learn more: https://legacygroupny.com/retirement-planning/

CRN202904-11082059

Volatile markets? Stay focused on what matters most—your financial future.Market fluctuations can be unsettling, but the...
05/06/2026

Volatile markets? Stay focused on what matters most—your financial future.

Market fluctuations can be unsettling, but they're a natural part of long-term investing.

A well-designed plan helps you stay focused through uncertainty:
• Diversify across asset classes and sectors
• Align risk tolerance with your timeline
• Avoid reactive decisions driven by short-term noise
• Keep your long-term goals in sight

The families who succeed through volatility are the ones who planned for it. How does your current strategy handle market uncertainty?

Learn more: https://legacygroupny.com/investment-management/
CRN202904-11082059

Address

1393 Veterans Memorial Highway, Suite 307S
Hauppauge, NY
11788

Opening Hours

9am - 5pm

Telephone

+15166823383

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