David Yates
President at Legacy Planning Llc
Based in Grapevine, United States
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Seniority
C-Team
Department
General Business & Management
Location
Grapevine
Industry
Financial Services
Company size
5
Contact information
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d•••••••@legacysuccession.com
Phone
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Background
About David Yates
David Yates founded Legacy Care Planning to identify and facilitate solutions with "Care and Purpose" for Elder and Generational planning challenges.His firm works in cooperation with attorneys, financial professionals and families in need of planning solutions for elder care and critical life events. LCP has a national presence and consults with strategic planning partners throughout the United States. Legacy also provides continuing education and curriculum for professional training, civic and church groups and corporate "lunch and learn" forums. For more information on Generational Planning and Educational opportunities go to:
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