Amy R. Gould, Esq.
Managing Member
Amy is a seasoned attorney with over two decades of experience in wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning; charitable gift planning; business succession planning; and probate proceedings and estate administration.
After working closely with clients to identify their definition of success and develop goals, Amy seamlessly balances anticipated tax implications, the unique circumstances of the client’s family, and future needs in creating a sound exit strategy or estate plan that addresses the client’s goals and concerns. A trusted advisor, Amy serves as outside general counsel to high-net-worth clients, their businesses, and their family offices by employing a wide range of estate planning tools to meet the individual needs of each client.
Prior to establishing Legacy TCP Legal Services, LLC, Amy served as in-house counsel for various New York City and New Jersey financial firms. In her capacity as in-house counsel, she partnered with financial professionals to develop estate and succession plans for high and ultra-high net worth individuals.
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News From The World Of Money
New Year Essentials: Year-End Planning, Tax Preparation, and Timely Filing
As the year draws to a close, both individuals and businesses enter one of the most important periods of the financial cycle. For many taxpayers, year-end is a time to finalize records, review financials, and ensure that all tax responsibilities are met before IRS...
The Awesome Power and Leverage of Life Insurance
When most people think of life insurance, they think of one thing: basic protection. And yes—at its core, life insurance is designed to provide financial security for the people you love. But what many people don’t realize is just how powerful and versatile life...
Safe and Smart Money: How and Why to Employ Diversification Models and Dynamic Risk Management Programs
In a world where financial markets seem to shift overnight, building a stable investment strategy can feel almost impossible. One moment interest rates are changing, the next a new technology is disrupting entire industries, and global events can influence markets in...
This commentary reflects the personal opinions, viewpoints and analyses of the Legacy Trust & Capital Partners employees providing such comments, and should not be regarded as a description of advisory services provided by Legacy Trust & Capital Partners or performance returns of any Legacy Trust & Capital Partners client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Legacy Trust & Capital Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.