Joseph Legacy Planning

Rick Becker 

on Google

a month ago

So, my wife and I are getting on in years, and we knew we had to get things in order before we croaked. We've got seven kids, including one with special needs, and there were a lot of details to navigate with regards to distributions, trusts, decision-making, and the like. But we were also concerned to put into writing our wishes and convictions regarding our care at the end of life, and Joseph Legacy Planning was the ideal venue for doing all these things at once. We're very confident in Joseph Cavello's expertise, we very ... read more

Antonio Marchi 

on Google

a month ago

I am highly satisfied with the services I have received from Joseph Legacy Planning. The team here has gone above and beyond to meet my needs, providing personal attention and support every step of the way. It is clear to me that JLP's practice is built on the highest standards of integrity. I trust them to help me and those in my care, well into the future. 

G M 

on Google

a month ago

I work with a local non-profit and Joseph Legacy Planning has been invaluable lending their expertise on health care advance directives. They're attentive to the needs of their clients and really care about what they do. It's not just a job for them, it's their mission to help people through some of the most difficult decisions of life. I highly recommend Joseph, Aaron, and their whole team! 

Angela Fletcher 

on Google

a month ago

We met with Joseph Cavello to establish a trust for my mother. Joseph was very patient he answered all of my mother’s questions (sometimes more than once). His professionalism and patience really stood out and created a calming experience for all of us. We had a wonderful experience and will certainly be using Joseph Legacy Planning for all future needs.