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Jesus replied: "'Love the Lord your God with all your heart and with all your soul and with all your mind.' This is the first and greatest commandment. And the second is like it: 'Love your neighbor as yourself.'  Matthew 22:37-39

February 2019

Dear Friends,

The Gift OF Family
January

Dear Legacy Family and Friends, We pray 2019 has gotten off to a good start. In 2007, in conjunction with The Ultimate Gift movie screening and book give away, we sent monthly letters (gifts) that offered unique and thought-provoking ways to embrace the various lessons taught throughout the book.

The last month of the year – here we are! December brings not only cold weather & Christmas music, but it also awakens a giving spirit in many individuals & families. If you can believe it, about one-third of all annual giving occurs in the single month of December. Giving is a value ingrained in many of our clients’ hearts.

Last week, duties during the day kept me from watching the memorial service for George H.W. Bush. Last evening my wife and I attended a Christmas party with 181 friends from our church. I had heard throughout the day various reports of just how good was the celebration of our 41st Presidents life. When I got home I stayed up past midnight to watch the replay of the services.

The VA has a pension for veterans that helps them and their spouses receive long-term care benefits. The benefits (referred to as Aid & Attendance) and its qualifiers recently changed. Here are a few of the changes: 1. There is a new asset limit of $123,000. This benefit has long been focused on veterans who have spent down their resources.

We wanted to make you aware of a change related to our investment and back-office service provider, Loring Ward. They recently announced that they will be merging with BAM (Buckingham) Advisor Services, a similar firm with a similar mission located in St. Louis, MO. Both firms have a loyal client base of independent financial advisors who mostly serve individual investors.

We wanted to make you aware of a change related to our investment and back-office service provider, Loring Ward. They recently announced that they will be merging with BAM (Buckingham) Advisor Services, a similar firm with a similar mission located in St. Louis, MO. Both firms have a loyal client base of independent financial advisors who mostly serve individual investors.

Our offices will be closed in observance of Labor Day on Monday, September 3rd. We will reopen at 8:30 am on Tuesday, September 4th. We hope and pray each of you has a blessed Labor Day Weekend - The Team at Legacy Planning Advisors.

Sometimes a picture really can make things easier to understand. Many of the important ideas and concepts you need to know as a long-term investor don’t require lengthy explanations. They can be as simple as these four charts.