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Protecting your family’s legacy starts with a conversation. Whether you have questions about estate planning, need guidance, or are ready to secure your family’s future, we’re here to help. Fill out the form below, and we’ll be in touch to assist you every step of the way. Let’s create a plan that gives you peace of mind!
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Take the first step toward protecting your family’s future. Schedule your free Legacy Planning Session today and begin crafting a plan tailored to your needs.
Click below to get started—no questions, no pressure, just peace of mind!
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FAQ
Why do I need a legacy plan if I’m young and healthy?
Life is full of unexpected events, and a legacy plan ensures your children are cared for and your wishes are honored, no matter what happens. Starting now gives you peace of mind and protects your family’s future.
What happens to my kids if something happens to me and I don’t have a plan?
Without a legal plan in place, the courts decide who takes care of your children. Worst case scenario—they may even go into foster care! Our legacy plans allow you to choose guardians, set up protections, and provide clear guidance for loved ones.
How much time does it take to create a legacy plan?
We understand how busy parents are (we are busy parents, too)! Our streamlined process is designed to fit into your schedule, and make things easy, with most plans requiring just two sessions to complete.
Can I include specific wishes for my children’s care and upbringing in my legacy planning?
Absolutely. We guide your legacy planning to take into consideration your values, parenting preferences, and instructions for your children’s care, ensuring their future reflects your wishes. We can even draft directions for caretakers.
Do I need to have significant assets to create a legacy plan?
Not at all. Legacy planning is about protecting what matters most—your kids and the life you’ve built for them—regardless of your financial situation. The sooner you start planning the better.
What’s included in the free legacy planning session?
During your session, we’ll discuss your family’s unique needs, outline key steps to secure your children’s future, and answer your questions. It’s a no-pressure opportunity to start building a plan tailored to your family.
