Terms and Conditions

Terms and Conditions

Please read these terms carefully before using our services.

1. Introduction

1.1 Agreement to Terms

By accessing and using Tax Legacy Services' website and services, you agree to be bound by these Terms and Conditions. If you disagree with any part of these terms, you may not access our services.

1.2 Services Overview

Tax Legacy Services provides asset protection, tax planning, and wealth management services. Our services are subject to these terms and any additional agreements we may enter into with you.

2. Service Terms

2.1 Asset Protection

Our asset protection services are designed to help safeguard your assets within legal frameworks. We do not guarantee specific outcomes and our advice is based on current laws and regulations.

2.2 Tax Planning

Tax planning services are provided based on current tax laws and regulations. We are not responsible for changes in tax laws that may affect your tax situation after our advice is given.

2.3 Wealth Management

Wealth management services are provided based on your specific financial situation and goals. Past performance is not indicative of future results.

3. Client Responsibilities

3.1 Information Accuracy

You are responsible for providing accurate and complete information necessary for our services. We are not liable for any consequences resulting from inaccurate or incomplete information you provide.

3.2 Compliance

You agree to comply with all applicable laws and regulations in relation to our services.

4. Limitation of Liability

4.1 General

Tax Legacy Services shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use or inability to use our services.

4.2 Maximum Liability

Our maximum liability to you shall not exceed the amount paid by you for the specific service giving rise to the claim.

5. Modifications

5.1 Terms Changes

We reserve the right to modify these terms at any time. We will notify you of any material changes via email or through our website.