Who writes the articles on Legacy Assurance Plan?

Every article is written by credentialed professionals — attorneys with JD and LLM degrees, CLU and ChFC financial advisors, IRS Enrolled Agents, and journalists with decades of experience. All content goes through a multi-layer review process covering financial accuracy, legal compliance, tax implications, editorial clarity, and fact-checking.

What credentials do the Legacy Assurance Plan reviewers hold?

The team holds advanced designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Fund Specialist (CFS), Retirement Income Certified Professional (RICP), Juris Doctor (JD), Master of Laws (LLM), IRS Enrolled Agent (EA), Certified Fund Raising Executive (CFRE), and Board Certifications in Civil Trial Law and Family Law.

How does Legacy Assurance Plan ensure article accuracy?

Legacy Assurance Plan follows a five-discipline review process: financial review by CLU/ChFC credentialed professionals, legal review by attorneys with JD and LLM degrees, tax and retirement review by IRS Enrolled Agents and RICP-certified advisors, editorial review by 30-year journalism veterans, and fact-checking against primary sources including statutes, IRS publications, and case law.

How many professionals are on the Legacy Assurance Plan team?

The team includes 9 credentialed professionals with over 250 combined years of experience across estate planning, financial services, law, tax strategy, and journalism. The team has published over 622 articles covering trusts, wills, probate, Medicaid planning, beneficiary designations, power of attorney, and guardianship.

Does Legacy Assurance Plan have attorneys on staff?

Yes. The team includes multiple attorneys with Juris Doctor degrees, including one with a Master of Laws (LLM) representing post-doctoral legal specialization, one who is also an IRS Enrolled Agent, one who is Board Certified in both Civil Trial Law and Family Law, and one who is a Certified Fund Raising Executive specializing in planned giving and charitable estate planning.

Our Team — Authors, Editors & Legal Reviewers

Authors, Reviewers & Legal Professionals

Attorneys, financial professionals, and journalists — every article is shaped by credentialed professionals across estate planning law, tax strategy, insurance, and financial services.

Our Editorial Standards

Legacy Assurance Plan follows a multi-layer review process to ensure every article meets the highest standards of accuracy and trustworthiness.

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Financial Review

CLU, ChFC, and RICP credentialed professionals verify financial accuracy and planning strategies.

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Legal Review

Attorneys with JD, LLM, and Board Certifications verify legal accuracy and regulatory compliance.

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Tax & Retirement Review

IRS Enrolled Agents and RICP-certified advisors verify tax implications and retirement income strategies.

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Editorial Review

30+ year journalism veterans ensure clarity, readability, and adherence to publishing standards.

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Fact-Checking

Every claim is verified against primary sources including statutes, IRS publications, and case law.

Meet Our Team

Authors, Reviewers & Legal Professionals

Adrienne Gagliardo, JD, EA

Curtis Lee, JD

David McInerney, JD, LLM

James K. Boyles, CLU, CFS

Jimmy Verner, JD

Kelly Gicale, JD, CFRE

Rich L. Follett, CLU, ChFC

Steven M. Gnewkowski, J.D.