protected
with purpose
PROSPERING
WITH INTENTION
PLANNED
WITH ETHOS
Where Protection Becomes Prosperity
- Save Taxes
- Protect Assets
- Leave Legacies
Where Protection Becomes Prosperity
Where Protection Becomes Prosperity
- Save Taxes
- Protect Assets
- Leave Legacies
protection
Secure what
matters most.
purpose
Guided by values.
Driven by intention.
people
Planning today
for generations tomorrow.
prosperity
Financial success.
Family harmony.
protection
Secure what
matters most.
purpose
Guided by values.
Driven by intention.
people
Planning today for generations tomorrow.
prosperity
Financial success.
Family harmony.
Why People Come to Ethos
The Concerns or Aspirations That Begin the Journey
“I need an estate plan.”
“I'm about to sell my business.”
“I'm paying too much in taxes.”
“I need to protect what I've built.”
“My current planning is outdated.”
“I want to protect what I leave to my children.”
“I don't want my children to be financially co‑dependent.”
“My family situation has become complicated.”
“I want my children to inherit wisely.”
“I have a child with special needs.”
Most people typically come to us for two reasons.
First, they have a need that we have the expertise to help them with.
Second, they are usually referred to us by someone who has experience working with us and trusts us. This is often a financial advisor, family member, or friend.
Here are some examples of needs that we hear from people:
common threats to your assets and legacy
probate court
Wills go through a costly, lengthy, public probate process
incapacity
Illness or injury can leave you unable to manage your affairs
divorce
Heirs can lose inherited assets to a divorcing spouse
family disputes
Family disputes fracture families and lead to lawsuits
unintentional disinheritance
Jointly-owned property can lead to the wrong heirs
medicaid liens
The government can force repayment of Medicaid benefits
income taxes
High taxes reduce what you keep and what you can pass on
estate taxes
A 40% tax to pass on assets severely reduces your legacy
lawsuits
You can lose everything from an accident or other lawsuits.
predators
Scammers and predators are trying to get your money
creditors
Debts and judgments can let creditors to seize your assets
changing laws
Laws change, putting your plan at risk
Why People Use Ethos
The Differences That Make Their Experience Better
We Begin With You
Before recommending strategies or preparing documents, we take the time to get to know you, your family, business, wealth, concerns, values, and aspirations...with a friendly smile.
Personalized Plan Design
We design a plan that is custom made for you and your unique needs to achieve your optimal outcomes. We never use generic templates that aren't made for you.
Fixed Fee Pricing
Fixed fee pricing means our billing is transparent. You will never get any surprise bills. We don't bill for every email and phone call. You know your total investment before we get started.
Visible Planning Process
You will see progress in real-time as your planning moves through every step of our systematic planning process. You will know when each step is completed. And you will know exactly what's left to be done. It's not a black box like traditional law firms.
Holistic Planning
Most planning solve one problem at a time. We look at the whole picture and design a coordinate strategy. Your planning isn't piecemealed and doesn't get fractured and out of alignment.
Advisor Coordination
We keep your financial advisor, insurance agent and CPA in the loop. They stay informed so that all of your planning is coordinated and aligned.
Sophisticated Expertise
We are a planning partner with decades of experience and deep expertise in all planning areas. We listen first, see the whole picture, and transform complexity into a clear path forward for better outcomes.
Ongoing EthosCare™ Stewardship
Life changes and laws change. Your planning needs to adapt. With ongoing EthosCare™ we keep your planning current as life happens. Not the typical "one-and-done" transactional planning that may not work when it matters.
Better approach. Better outcomes.
Why People Stay With Ethos
The Continuing Trusted Relationship That Protects Their Progress
Their Planning Works Well
The planning we designed for them is working well and accomplishing their objectives. Their protection planning has become prosperity.
Their Planning Stays Current
With our EthosCare™ program we help clients review and refine their planning as their lives, assets, families, businesses, and goals evolve.
They Remain Well-Informed
Proactive communication and ongoing guidance help clients understand changes, recognize opportunities, and address potential concerns before they become problems.
They Have a Trusted Planning Partner
When an important decision or unexpected transition arises, our clients already have a team that understands their planning, their priorities, and the people who matter most.
They Remain a Member of
The Ethos Community
Through our online site called The Ethos Community, our clients receive ongoing communication, education, support, and engagement.
They Are Very Happy
Their experience with Ethos exceeded their expectations. They have become fans who enthusiastically refer friends and family to us.
Because a lasting legacy requires an ongoing and enduring relationship.
Ongoing Planning for a Brighter Tomorrow
what we do best
Build Upon a Strong Foundation
Foundational Planning
The Essentials
Everyone Needs
- Wills
- Trusts
- Powers of Attorney
- Incapacity Planning
- Medicaid Essentials
- Family Protection
Advanced Planning
Building Blocks
For Advanced Needs
- Estate & Gift Tax Minimization
- Income Tax Minimization
- Asset Protection
- Medicaid Advanced Planning
- Business Succession
- Multigenerational Wealth
One philosophy.
The appropriate level of planning for you.
The appropriate level of planning for you.
the problem
The Lurking Threats You See — And The Ones You Don't
We ensure that you don’t lose money to the IRS, Medicaid, creditors, predators, divorcing spouses, probate, family disputes, lawsuits, and much more.
You’ve seen the heavy burden of taxes, but there are many unseen risks that are always lurking and exposing you and your loved ones – incapacity, divorce, probate, unintentional disinheritance, predators, creditors, divorce, financial immaturity, substance abuse, family disputes, lawsuits, medical problems, healthcare costs, changing laws, and much more.
- Exposure
- Uncertainty
- Risk
When the unseen risks raise their ugly heads they complicate your life with expensive problems, big messes and headaches that can cause you and your family to suffer for many years and sometimes for generations.
threats to your assets and legacy
probate court
Probate is costly, time-consuming and public
incapacity
Without a plan, illness or injury can leave you unable to manage your affairs
unintentional disinheritance
The potential for the wrong heirs to inherit your assets
income taxes
High taxes reduce what you keep and pass on
divorce
You or your heirs can lose your assets to a divorcing spouse
lawsuits
Legal attacks are increasingly more common
predators
Many scammers are out there who will try anything to get to your money
estate & gift taxes
Taxes of 40% or more to pass on assets can dramatically reduce your legacy
family disputes
Conflict can lead to lawsuits that can forever fracture families
medicaid repayment
Medicaid can seek repayment from your estate
creditors
Debts and judgments can seize your assets
changing laws
Laws change - putting your plan at risk
Most people don’t realize what’s at risk…until risk is all they see.
At Ethos Legacy Group, we believe true planning is much more than documents.
It’s Design. Structure. Foresight.
And a human touch.
We build systems that protect what you’ve created…
preserve what matters…
and position your wealth to grow with purpose.
From simple Wills…
to advanced tax strategies…
to asset protection strategies…
to multi-generational legacy planning…
and everything in between!
We craft plans that are purposefully-designed to foster family peace, harmony, and prosperity.
We don’t just plan for life. We plan for everything life touches.
- Protection
- Certainty
- Prosperity
Where Protection Becomes Prosperity
The Ethos Answer
360° Protection Planning™
Most planning solves one problem at a time.
Ethos looks at the whole picture.
the ethos process
Systematic, Visible & Ongoing
Our systematic process let’s you see progress in real-time as your planning moves through every step of our systematic planning process. You will know when each step is completed. And you will know exactly what’s left to be done. It’s not a black box like traditional law firms.
After your plan is deployed, our unique EthosCare™ ongoing maintenance and development program maintains and updates your planning by monitoring for needed changes in laws or circumstances and continuously adapts your plan to align it with your life.
EthosCare™
Life Doesn't Stand Still — And Neither Should Your Planning
Our innovative EthosCare™ program provides an ongoing care and development cycle of review, identification, alignment, updating, education, and protection designed to keep your plan connected to the life you’ve built.
EthosCare™ isn’t a one-time checkup. It’s an ongoing cycle of care.
Continuous Care
Your plan evolves with your life.
EthosCare keeps the pieces connected.
Your planning deserves continued attention as your family, assets, businesses, and goals evolve.
Review
What's changed?
We revisit your family, assets, businesses, goals, and planning environment.
Identify
What needs attention?
We identify changes, gaps, opportunities, and planning issues that deserve consideration.
Align
Does everything still work together?
We help keep your legal, financial, tax, business, and legacy strategies coordinated.
Update
What needs to change?
Your planning evolves when changes in your life, circumstances, or strategies require it.
Educate
Does your family understand the plan?
We help prepare you and the people you trust for the responsibilities and decisions ahead.
Protect
Is your plan ready for tomorrow?
Your plan remains cared for, coordinated, and positioned for the future.
↻ And the cycle continues
your EthosCare™ membership card
Its Privileges Await You
We offer our core EthosCare™ plan for free for all of our planning clients.
However, different families have different planning needs. That’s why EthosCare™ offers different levels of ongoing care and support with optional paid plans.
Find the EthosCare™ membership designed for you and your family’s needs.
what our happy clients say
Note: We protect our client's privacy to the utmost degree. We do not disclose the identity of our clients or any information about them. Accordingly, our testimonials are all presented anonymously.
what is your main planning goal?
Recent Ethos Insights
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Discover the People and Purpose Behind Ethos
Learn who we are, what guides us, and why we believe thoughtful planning should protect what matters, cultivate prosperity, and strengthen generations.
