Legacy Planning

Legacy Planning: Protect What You’ve Built

You’ve worked hard to build something—your home, your savings, your business, your family. But without a proper legacy plan in place, everything you’ve built could fall into confusion, conflict, or court battles.

​

Legacy planning isn’t just about money—it’s about making sure your wishes are honored, your loved ones are protected, and your life’s work is passed on smoothly.

What Should Your Legacy Plan Include?

1. A Will – This outlines who receives your assets and who will care for your minor children. Without one, the state decides.

2. A Trust – A living trust can help you avoid probate, reduce taxes, and provide privacy and control over how your assets are distributed.

3. Power of Attorney – This appoints someone you trust to handle financial matters if you’re unable to do so.

4. Healthcare Directives – Make your medical wishes clear in case of serious illness or emergency.

5. A Full Audit – Your assets, accounts, beneficiaries, debts, and insurance policies should all be reviewed and coordinated into one cohesive plan.

 

Why It Matters

Without a legal plan:

• Your estate may go through probate, a lengthy and costly court process.

• Family disputes may arise over your assets or intentions.

• Tax burdens can eat away at what you leave behind.

• Minor children or dependents may not be properly cared for according to your wishes.

 

You're Not Alone in This

I'm not a lawyer, but I work hand-in-hand with local attorneys to ensure my clients receive the ultimate legal protection. Together, we help create legacy plans that:

• Avoid probate

• Minimize taxes

• Ensure your wishes are carried out

• Protect your family’s future

 

Whether you already have a plan or are starting from scratch, it’s never too early—or too late—to make sure everything is in order.

Let’s Build It Right

Legacy planning isn’t just for the wealthy—it’s for anyone who cares about what happens to their family, their values, and their assets. Let’s put the right pieces in place so that your legacy is protected, respected, and carried forward with clarity.

​
✅ I’ll explain your real options, not just one company’s pitch
✅ You get a real person, not a call center

📍 I’m available to meet in person in Hunters Creek or help you by phone or text.
📞 Call or text 407-925-3616 to see your options today.