Family

legacy

How much goes to the next generation, how much goes to the IRS? Would you like a dedicated legacy set-aside, or just anything that is left over.  How do we get more to the family and less to the IRS.

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Start The Retirement Conversation®
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There’s a conversation about your retirement that may be worth having.

No pitch. No obligation. Just a focused conversation about your retirement income, your family, and your plan.

There’s a conversation about your retirement that may be worth having.
At Legalist Always
No pitch. No obligation. Just a focused conversation about your retirement income, your family, and your plan.
Meet all team

Dan Tasciotti

Financial Advisor

Why Clients Rely on Us

Specializing in business, entertainment, employment, and conflict resolution, we advocate for entrepreneurs and stakeholders.

FinVision
Sarah Mitchell

Small Business Owner
Legalist Always has been an invaluable partner in navigating the complexities of business law.
CreativaLab
David Kim

Creative Director
Legalist has always been a trusted resource for navigating the legal intricacies of the creative industry.
Euretech
Michael Chen

Entertainment Producer
Euretech has been a game-changer in streamlining our production processes and enhancing creative efficiency.
Kumodo
Laura Gomez

Entrepreneur
Kumodo has been a trusted ally in turning innovative ideas into successful business ventures with expert guidance.

Connect With Dan

If you are headed toward retirement, want to spend freely, not lose what you have, send less to the IRS, and leave more to the next generation, I can help.
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