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Value Proposition Letter

At the culmination of Phase 1, Legacy Resources prepares a Value Proposition Letter that quantifies the benefits of planning before you engage us, and specifies your investment in order to move forward in the planning process.

Drawing upon our experience in developing plans for high wealth families, we are able to show you specifically how proper planning will lower your estate and income taxes, increase transfers to your heirs, improve lifetime income, enhance your charitable giving potential, and achieve other goals. You will see how tax savings typically exceed our fees by a significant margin. The Value Proposition Letter:

Summarizes results of current plan
Estimates potential benefits of planning
Recommends a course of action
Estimates fees


Legacy Resources, LLC is an Illinois Registered Investment Advisor