Estate Planning & More in Carlsbad, Ca.
AREAS OF EXPERTISE
WHO WE ARE
CREATING UNIQUE SOLUTIONS FOR EACH CLIENT NEED
Our Values
We are a small team that gets big results.
Caring- We care about you
Committed- We are committed to your success
Trustworthy- We say what we do and do what we say
What We Believe
We believe that everyone should leave a legacy that makes them proud- Make it one of your choosing not one chosen for you.
“Your story is the greatest legacy that you will leave to your friends. It’s the longest lasting legacy you will leave to your heirs”
—Steve Saint
Our Mission
Our mission is to Change the way people think and talk about wealth, not just in money, but in Values, Beliefs and Traditions.
OUR TEAM
OUR HISTORY:
–Legacy Legal was founded in 2011 by Richard Gaines, and now retired, Jay Brandenburg. At the time of it’s inception, Rich had a well established 26 year estate and tax planning practice in Carlsbad, California. Rich and Jay knew that the legal landscape needed innovating and that is what they set out to accomplish. Knowing there are many complexities and challenges to people, their lives and their money, Rich with his 40 years of knowedlge and experience, seeks to help individuals, families and business owners avoid unintended consequences. The firm is uniquely positioned, along with a variety of strategic relationships, to provide strategic planning, tools, tactics and resources to individuals, business owners and entrepreneurs seeking to preserve and protect their wealth, sometimes 4 generations.
HOW WE CAN HELP YOU:
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Family Protection
Estate Planning through Wills and Trusts
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Business Strengtheners
Discover the various asset protection options for your new or existing business including Partnerships, S-Corporations or C-Corporations.
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Wealth 4 Generations
Tax Strategies and Tactics
ACCREDITATION & ASSOCIATIONS
FREE PLANNING RESOURCES & CLIENT TESTIMONIALS
Schedule a Consultation
Fill out the form below to receive a free and confidential initial consultation.