Press Release · July 7, 2026 · University Park, FL
Legacy Assurance Plan releases a 454-page guide, “Estate Planning: Beyond the Legal Documents,” co-authored by David M. McInerney, J.D., LL.M., and Kelly Gicale, J.D., CFRE. The book shows how missed coordination across retirement accounts, trusts, beneficiary designations and tax strategy can undermine even well-drafted estate plans under SECURE 2.0 and the current federal estate tax exemption. Available now on Amazon in paperback and Kindle.
Book Release
SECURE 2.0
2026 Estate Tax
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Press Release · December 12, 2020 · University Park, FL
Legacy Assurance Plan rolls out virtual face-to-face appointments to meet pandemic-driven demand for estate planning, and expands its free downloadable library with two new attorney-written booklets: “Planning for Second and Subsequent Marriages” and “Divorce and Estate Planning.”
Virtual Appointments
COVID-19
Free Booklets
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Press Release · September 1, 2018 · Sarasota, FL
Legacy Assurance Plan launches its Business Entity Formation Program, giving members the option to establish an LLC or corporation as part of their Legacy Business Plan membership — with ongoing support for annual filings, formalities and business succession planning to maintain a liability shield around family farms, rentals and small businesses.
Business Entity Formation
LLC
Asset Protection
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Press Release · June 28, 2018 · University Park, FL
Legacy Assurance Plan launches a redesigned legacyassuranceplan.com, delivering estate and financial planning education — and, for the first time, online membership enrollment — to consumers from any device. Staff Journalist Tom Alberts calls the new site “membership literally at your fingertips.”
Website Launch
Membership
Consumer Education
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