Legacy Enhancement Trust

Legacy Enhancement Trust Verified by Yext

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2020 Beaver Avenue, Suite 206, Monaca, PA, 15061

817-500-0359

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Listed In: Financial Planning Firms, Financial Planning Consultants, Investment Services Firms

With dedicated assistance, special needs individuals and their families and caregivers can rest easier knowing that their current and future assets are protected with the Legacy Enhancement Trust. The non-profit corporation was founded in 2015 specifically for the benefit of the disabled, helping… Read more

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Legacy Enhancement Trust
2020 Beaver Avenue, Suite 206, Monaca, PA
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Additional Business Details

Business Hours

M-F 8:30am-4:30pm, Sa-Su Closed

Services

Assets Preserving, Assist with 2053(c) trusts to avoid gift taxes, Determine what will happen to the trust should the minor pass away, Disability Benefits, Estate Planning, Free Initial Consultation, Help determine allocation of funds, Help determine when beneficiaries will receive funds, Life Insurance, Manage financial distributions, Manage trust investments, Minor Trusts, Money Management, Ongoing Support, Personalized Care, Pooled Special Needs Trusts, Setting Up, Special Needs Trusts, Ssi Benefits, Structured Settlements, Trust Administration, Trust Management, create necessary trust documents

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Additional Locations See All

Legacy Home Enhancements

Legacy Home Enhancements

(570 Km Away)

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