Skip to content
T:
317.795.1390
F:
317.795.0998
Feel free to reach out.
Menu
Home
Our Team
Our Team
Denise Halford Holder
Frank H. Becherer
Toni L. Clark
What Makes Us Different
Why Work With a CFP
About Raymond James
Who We Serve
Who We Serve
Business Owners
Corporate Executives
Families & Individuals
Retirees
Women Investors
Services
Services
Our Approach
Alternative Investments
Estate Charitable Giving & Trust
Financial Planning
Investment Strategies
Longevity Planning
Portfolio Management
Risk Management
Resources
Resources
Worthwhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Legacy Wealth Partners
10401 N Meridian St
Ste 122
Carmel, IN 46290-1090
T: 317.795.1390
F: 317.795.0998
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Estate & Giving
Family & Lifestyle
Financial Planning
Topic
Education
Estate Planning
Media
Article
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Read
Estate & Giving
Load more
Load more