Where Protection Becomes Prosperity
- Eliminate Taxes
- Protect Assets
- Leave Legacies
protection
Secure what
matters most.
prosperity
Financial success.
Family harmony.
people
Planning today
for generations tomorrow.
purpose
Guided by values.
Driven by intention.
protection
Secure what
matters most.
prosperity
Financial success.
Family harmony.
people
Planning today for generations tomorrow.
purpose
Guided by values.
Driven by intention.
the problems we solve
The Known & The Unknown
We ensure that you don’t lose money to the IRS, Medicaid, creditors, predators, divorcing spouses, probate, family disputes, lawsuits, and much more.
You know 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, predators, divorce, financial immaturity, family disputes, lawsuits, medical problems, healthcare costs 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
Probate is costly, time-consuming and public
incapacity
Without a plan, illness or injury can leave you unable to manage your affairs
unintentional disinheritance
Wrong heirs getting assets is a common unnoticed possibility
income taxes
High taxes reduce what you keep and pass on
divorce
Losing assets to a spouse is very costly
lawsuits
Legal attacks are increasingly more common
predators
Many people are out there who will try anything to get 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 and forever fracture families
medicaid liens
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 facilitate family peace, harmony and prosperity!
We don’t just plan for life. We plan for everything life touches.
- Protection
- Certainty
- Safety
Whether you simply want to get your Will done or you need sophisticated advanced planning, we’ve got you covered.
We carefully curate your solutions and custom tailor them to perfectly fit YOUR unique needs.
Where Protection Becomes Prosperity
Our Affiliate Companies
what we do best
Planning that Outperforms = Planning Alpha
Tax Elimination
We safely eliminate your taxes with our vast collection of the greatest, IRS-recognized tax strategies on the planet that you’ve never heard of…even if you have an excellent CPA or tax lawyer.
- Eliminate capital gains taxes on the sale of a business
- Eliminate income taxes on business income
- Eliminate self-employment taxes on business income
- Eliminate income taxes on investment income
Estate Planning
We not only help you with your Will and Trust, but we help you keep your family out of disputes and lawsuits. Pass on your hard-earned assets to your loved ones in ways which foster family peace, harmony and prosperity.
- Prevent unintentional disinheritance of loved ones
- Protect heirs from divorcing spouses, creditors & predators
- Avoid probate - costs, delays, headaches & publicity
- Avoid taxes - eliminate capital gains and estate taxes
Asset Protection
Safeguard all of your assets and income streams with The Family Fortress System™, our proprietary, systematic approach to comprehensively protecting you from all angles against all types of threats.
- Safeguard assets from creditors & predators - lawsuits from car wrecks, etc.
- Safeguard assets from business relationships - lawsuits from customers, vendors, lenders, clients, partners, and more
- Safeguard assets from a divorcing spouse
Retirement Savings
Don't wake up one day and realize you haven't saved enough for your golden years. High-income business owners can makeup for lost time with very large, tax-deductible contributions to a retirement plan. Advanced designs of 401(k) plans, cash balance plans and welfare benefit plans can turbocharge your nest egg and its growth.
- Maximize contributions to a retirement plan
- Minimize costs of other employees
- Contribute hundreds of thousands per year with tax-deductible contributions for yourself
Succession Planning
Do you have a plan in place to ensure that your business continues to thrive if something happens to you or to a key person? What about when you're ready to retire? We can help you design the perfect plan for your needs and your business' needs which can position your business to continue to thrive long after you're gone. Preserve your business legacy that you've worked so hard to build.
- Avoid being stuck with a business partner's heirs as your partners if the unexpected happens
- Ensure business continuity if the unexpected happens to you or a key person
- Ensure a smooth ownership transition when you're ready to retire
Medicaid Planning
We help you qualify for Medicaid without having to first spend down your hard-earned assets or being forced to sell your house. From protecting your house to protecting your life savings, we have techniques to avoid Medicaid spend-down requirements and protect your assets.
- Protect your home from being sold to pay back Medicaid
- Avoid spending down assets before you can qualify for Medicaid
- Avoid the 5-year lookback rule for giving away assets
what we do best
Planning that Outperforms = Planning Alpha
- Eliminate capital gains taxes on the sale of a business
- Eliminate income taxes on investment income
- Eliminate income taxes on business income
We safely eliminate your taxes with our vast collection of the greatest, IRS-recognized tax strategies on the planet that you’ve never heard of…even if you have an excellent CPA or tax lawyer.
- Maximize contributions to a retirement plan
- Minimize costs of other employees
- Contribute Hundreds of thousands annually on a tax-deductible basis for yourself
Don’t wake up one day and realize you haven’t saved enough for your golden years.
Makeup for lost time with very large, tax-deductible contributions to a retirement plan.
With 401(k) plans, cash balance plans and welfare benefit plans you can turbocharge your nest egg and its growth.
- Safeguard assets from creditors & predators from suing you for accidents like a fatal car wreck
- Safeguard assets from lawsuits from customers, vendors, lenders, clients, partners, and more
- Safeguard assets from a divorcing spouse
Safeguard all of your assets and income streams with our proprietary Family Fortress System™ that comprehensively protects you from all angles against all types of threats.
- Prevent being stuck with a business partner's heirs as partners if the unexpected happens
- Ensure business continuity if the unexpected happens to you or a key person
- Ensure a smooth ownership transition when you're ready to retire
Do you have a plan in place to ensure that your business continues to thrive if something happens to you or to a key person? What about when you’re ready to retire?
We can help you design the perfect plan for your needs and your business’ needs which ensures that your business continues to thrive long after you’re gone. Preserve your business legacy that you’ve worked so hard to build.
- Protect your home from being sold to pay back Medicaid
- Avoid spending down all assets before you can qualify
- Avoid the 5-year lookback for gifts you make
We help you qualify for Medicaid without having to first spend down your hard-earned assets or being forced to sell your house.
From protecting your house to protecting your life savings, we have techniques to avoid Medicaid spend-down requirements and protect your assets.
- Prevent unintentional disinheritance of loved ones
- Avoid the costs, headaches & publicity of probate
- Protect heirs from divorcing spouses, creditors & predators
- Avoid estate & gift taxes
- Avoid capital gains taxes
We not only help you with your Will and trust, but we help you keep your family out of disputes and lawsuits. Pass on your hard-earned assets to your loved ones in ways which foster family peace, harmony and prosperity.
Tax Elimination
We safely eliminate your taxes with our vast collection of the greatest, IRS-recognized tax elimination strategies on the planet that you’ve never heard of…even if you have an excellent CPA or tax lawyer.
Retirement Savings
We help you rapidly accumulate money for retirement needs with innovative tax-free techniques so that you can enjoy the fruits of your lifetime of hard-work during your golden years to the fullest.
Asset Protection
We help people from all income and wealth levels, from the typical mom and pop small business owner to the multi-billionaire, bulletproof assets from creditors and predators for you and your family's financial security.
Succession Planning
Transition out of the business you worked so hard to build and into your golden years by passing the torch to your chosen leaders in an efficient, effective and seamless manner and ensure that your business and your legacy lives on.
Medicaid Planning
We help you qualify for Medicaid without having to first spend down your hard earned assets. From protecting your house to protecting your life savings, we have techniques to protect your assets from Medicaid spenddown requirements.
Estate Planning
We not only help you with your Will and trust, but also with many thoughtful and human-centric techniques to keep your family out of disputes and lawsuits and pass on your hard-earned assets to your loved ones in smooth and easy ways which promote family peace, unity and prosperity.
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.
360° PROTECTION PLANNING
>> Prosperity
for Life & Loved Ones™
Evergreen Platform for Peace, Protection & Prosperity
Our ecosystem for 360° Protection Planning >> Prosperity For Life & Loved Ones™ is very thoughtfully and systematically engineered with purpose to protect you and promote prosperity.
We comprehensively and cohesively design and deploy an evergreen platform that gives you peace of mind that comes from knowing that your planning protects you from every angle throughout every step of life’s journey.
You’ll also rest easy knowing that your planning keeps your family out of disputes and lawsuits and instead facilitates family peace, harmony and prosperity throughout every step of life’s journey.
Enjoy Protection & Prosperity
For Generations
For Your Life & For Your Loved Ones
With our 360° Protection Planning >> Prosperity For Life & Loved Ones™ you are completely protected throughout your entire life, including your early years, working years, parenting years, twilight career years, golden years and final years.
You will have the peace of mind knowing that when the time comes, your plan will efficiently and effectively pass it all on to your loved ones precisely as you wish.
Your loved ones will enjoy the same protections and prosperity that you enjoyed while you also keep your family out of disputes and lawsuits and you instead foster family peace, harmony and prosperity for generations.
#BeWell
#BeRememberedWell
extraordinary results
Our laser-focused, systematic process for engineering our innovative techniques and plans produces the most powerful and effective holistic planning available that hits the bullseye and delivers extraordinary results every time.
#BeWell #BeRememberedWell
how do we do it so well?
Our Laser‑Focused, Systematic Process
ARE YOU a perfect fit?
We Serve Many Different Types of People
Individuals & Families
single, married and families raising children
Business Owners
small startups to large, mature companies
Investors
all types of investors
HNW & UHNW
wealthy people
Seniors
older people with medical needs
Licensed Professionals
doctors, lawyers, accountants, etc.
Farmers & Ranchers
farm owners, farm operators and ranchers
Veterans
American vets who served our country
what you will get
Planning that Outperforms = Planning Alpha
"You will have peace of mind knowing that you have a comprehensive plan designed with laser-like precision that protects you from every angle by incorporating an optimal mix of innovative, state-of-the-art strategies to accomplish all of your objectives, including tax savings, asset protection planning and estate planning, in an elegant, integrated manner for maximum peace, harmony and prosperity."
EXTRAORDINARY RESULTS
Eliminate Taxes. Protect Assets. Leave Legacies.
TIME-TESTED & PROVEN
Safe & Reliable
VALUE-DRIVEN
Incredibly High ROI
The Ethos Legacy Concept
A Transformative Fusion
Ethos is a Greek word meaning “character” that is used to describe guiding beliefs or ideals.
The Ethos Legacy Concept is the fusion of your ethos with comprehensive Legacy Planning to achieve extraordinary planning that outperforms.
Planning Alpha is our term for planning that outperforms and transcends ordinary planning. We achieve Planning Alpha when we innovatively infuse your ethos into your planning and deploy our holisitic, comprehensive planning methods to protect you from all angles.
ethos + legacy = planning alpha
Extraordinary Strategies
+ Extraordinary Effort
= Extraordinary Results!
Extraordinary Strategies + Extraordinary Effort
= Extraordinary Results!
don't wait!
I'm ready to fully protect my money
360° Prosperity Planning | For Life& Loved Ones™
What We Do Better
Our comprehensive, holistic approach provides bulletproof protection of your hard-earned assets from every angle.
Asset
Protection
why use us?
The Ethos Edge
Fast
We get your work done quickly. We know how unheard of this is.
Friendly
Service with a smile. We also know how unfriendly lawyers can be.
Reliable
Deep expertise and experience. We've been in these trenches for a long time.
Three Simple Steps to Success
We Take Care of You
Every Step of the Way
01
Assess your needs
We do a comprehensive deep dive to gather all relevant information, analyze your situation and assess your unique needs and objectives.
02
Design your perfect 360° Prosperity Plan™
03
Implement your perfect 360° Prosperity Plan™
You and Your Loved Ones Deserve the Best
Eliminate Taxes • Protect Assets • Leave Legacies
