Legacy Estate Consulting

Spring Hill Tennessee

615-855-7091

Assisting you TO redirect the hidden tax in retirement assets

Testimonials

  

  

I’ve known Mike Cowart for over five years as a colleague at Thompson & Associates, the nation's preeminent values-based estate planning firm. He has consulted with individuals and couples who were not aware of the hidden tax liability in their estate. Secondly, they were not aware this tax liability could be self-directed from the IRS to their favorite charities. As a result of Mike’s expertise, millions of tax dollars have been redirected from the IRS to charity.


Ken Turpen, CFRE, FCEP

Vice President

Thompson & Associates

  

  

Mike is professional, experienced, earnest, and a great teammate. We had excellent success in working with him as part of our legacy giving strategy. His efforts resulted in +$5 million in new legacy gifts within a year, as a result of consulting with our donors regarding the ability to self-direct tax liabilities on retirement assets from the IRS to Western Kentucky University.


John Paul Blair

VP of Institutional Advancement

Western Kentucky University Foundation


  

I found Mike’s knowledge and advice to be highly valuable. We worked together to review and modify my estate plan.  As a Certified Public Accountant, I had experience in the process. He was technically proficient and was accessible to a range of specialists as my needs required.  In working with Mike, I found him to be well balanced in making good suggestions without feeling pushed.  Most importantly, he is a kind and down to earth gentleman. You will enjoy being with him and opening the details of your personal life. I recommend him highly for estate planning engagements.


Gary Watkins, CPA

President

Wabuck Development Company