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WE MAKE A LIVING BY WHAT WE GET. WE MAKE A LIFE BY WHAT WE GIVE.

– WINSTON CHURCHILL –

Legacy Planning is NOT

hand, write, pen

Having A Will

Many people think that if they have a will, they have done legacy planning. The truth is: Legacy planning is more than having a will and estate planning.

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Just For The Rich And Wealthy

Many people think that legacy planning is just for the rich and wealthy. The truth is: All assets matter. We all have a legacy, whether planned or unplanned.

flowers, funeral, memorial

All About Death

Many people think that legacy planning is all about death. The truth is: It’s about life. It’s about what lives on long after we’re gone.

Legacy Planning is

family, outdoor, happy

Giving the RIGHT ASSETS to the RIGHT PERSON at the RIGHT TIME using the RIGHT ARRANGEMENT

Plan By Default or

Plan By Design

Without planning, this is what will happen by default when we pass on

Survivors
Entitlement

Parents Only

Parents – 100%

Parents & Spouse

Parents – 50%, Spouse – 50%

Parents, Spouse & Children

Children – 50%, Spouse – 50%

Spouse Only

Spouse – 100%

Spouse & Children

Children – 50%, Spouse – 50%

Parents & Children

Children – 100%

Children Only

Children – 100%

No Spouse, Children, Parents, Only Siblings

Siblings – 100%

Only Grandparents

Grandparents – 100%

Only Uncles & Aunts

Uncles & Aunt – 100%

No Spouse, Children, Parents, Siblings, Grandparents, Uncles, Aunts

Government – 100%

Do you want to plan by default or by design?

The Solution

Introducing The Journey For L.E.G.A.C.Y

Avoid The Pitfalls Of Legacy Planning

Maximize Estate And Minimize Leakage

The 7 Secrets To Legacy Planning

Get Started Now

We will arrange a complimentary consultation with you.


Let us partner with you, to design and nurture your dreams and ultimate life goals.

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