At Legacy of Care Advisors we help people with special needs family members plan for the future while providing for today. Together with a team of experts we can help you successfully achieve your unique financial goals.

Donald Bailey

Founder
Donald Bailey

A lifelong South Carolinian, Donald began his career in the insurance industry with a focus on financial planning. After working as a financial planner for E. F. Hutton, he founded Donald Bailey & Associates in order to offer independent advice and holistic planning to his clients.

Donald is committed to community involvement, having served on the Board of Trustees at the University of South Carolina (USC) and most recently founding The College Transition Connection, Inc., a non-profit organization whose mission is to help South Carolina colleges create post-secondary programs for young adults who may have an intellectual disability. Donald's son is on the autism spectrum.

Donald holds a degree in Marketing from USC. He and his wife Caroline have two children and three grandchildren and reside in Mt. Pleasant, SC.

Working Together

The comprehensive wealth advisory approach we provide can help make a real difference for your special needs family member, as well as your entire family.

Team of Experts

Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in sync with you and your child’s current and future needs, with every item properly addressed.

Your expert team can help you successfully achieve your unique financial goals — which in turn gives you the highest probability of being able to provide a lifetime of care for your special needs family member.

We'll work with your CPA, Tax and Estate Attorney, Insurance Advisor and other professionals in order to help meet all of your planning needs.

It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in sync, with every item properly addressed.

Comprehensive Approach

In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:

Wealth Enhancement

This process can be key to creating and maintaining your financial comfort. It can include:

  • Managing resources and your portfolio
  • Tax planning and tax efficiency issues
  • Personal savings
  • Simplifying your financial life
  • Education funding

Wealth Transfer

Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.

Charitable Giving

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

Wealth and Income Protection

We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.

Retirement Plans

We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance you deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.

Independent Living Research Topics

In March of 2013 College Transition Connection hosted a conference in Columbia, South Carolina, that focused on the needs of college graduates as they move toward independent living. Each college or university involved addressed a different topic. Below is a description of each presentation.

College of Charleston: Social Networking
The College of Charleston created a website that shares their efforts to support social engagement for in-person social interaction, as well as the careful use of social media.

Clemson University: Health
Clemson University concentrated on the area of healthy living through the creation of a book, Promoting Healthy Lifestyles for Individuals with an Intellectual Disability by Joe Ryan, Ph.D., and Daniel A. Traylor.

Winthrop University: Housing
Winthrop focused on finding housing, from the issues and difficulties connected to that process to the resources that are available to help. More information »

University of South Carolina: Employment
USC tackled the topic of finding sustainable and meaningful employment after graduation. More information »

Coastal Carolina University: Transportation
Coastal Carolina researched the challenges graduates can face in obtaining transportation. More information »

LIFE - Learning is for Everyone

Read the inspiring true story about Donald and his family's quest to provide postsecondary opportunities for young adults with intellectual disabilities.

Click here to purchase LIFE - Learning Is For Everyone on Amazon.com