Carrie McPherson's Contact Details

Carrie McPherson's Company Details

Legacy Enhancement Trust

Houston, TX, US • 5 - 9 Employees
Financial Services

Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico. Legacy's mission is to enrich the overall quality of life for individuals who are disabled or have special needs. Its services include: Minor's Trusts, Pooled Special Needs Trusts (PSNT), 1st & 3rd Party Special Needs Trusts (SNT), and Settlement Preservation Trusts. The team takes a four-step holistic approach to establishing and maintaining your trust: ANALYZE →RECOMMEND →IMPLEMENT →MONITOR ANALYZE Identify objectives, financial and medical needs and risk tolerances. RECOMMENDOutline customized options that best meet individual requirements. IMPLEMENTInitiate the plan MONITORTrack your progress from trust disbursements to asset allocation and account performance.The team at Legacy Enhancement will use this approach to establish the right kind of special needs trust that will protect current and future assets. Legacy will manage funds for supplement needs while preserving public entitlement and will assist individuals with other needs not covered by benefits or insurance.Legacy offers low cost, competitive fees to establish and maintain a trust. Those who need it most can rest assured that with the team at Legacy Enhancement, your legacy will be preserved. Contact Legacy Enhancement for a free consultation. Get to know us and how we can help you preserve your legacy.