Your Legacy

Peace Of Mind For You And Those Left Behind

Request a Consultation

Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have kids or other people you care about, contact us today and let’s get that handled for you. 

Estate Planning, Family, Financial Planning, Taxes, Trust, Wills

February 27, 2023

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late or very costly for your family. And, if you have living parents in their 70s, make sure you cover these considerations with them this week..  01 – Review Your Investments to […]

Estate Planning, Financial Planning, Taxes

December 27, 2022

Checklist: 5 Financial Decisions to Consider Before December 31

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarification about trusts, […]

Estate Planning, Taxes, Trust

October 31, 2022

Trusts & Taxes: What Do You Need To Know