Building Your Legacy Foundation
Uncovering the legal and financial reality of your affairs
Uncovering the legal and financial reality of your affairs is the first step toward security. We help you define a lasting legacy amidst complexity.
Your legacy is built from your home, your savings, and your checking accounts, as well as your life insurance, personal possessions, and so much more. Regardless of the size of your estate, meticulous preparation is the only way to safeguard your legacy against the unforeseeable future.
- Specific instructions on how to care for you and manage your legacy in case you become incapacitated.
- Naming a guardian for your minor children to ensure their safety and the preservation of their future well-being.
- Providing direct financial and emotional support for your loved ones, ensuring your legacy lives on after you are gone.
Asset Inventory
Real Estate Assets
Fine Art & Collectibles
Vehicle Inventory
Savings & Liquidity
Market Securities
Insurance & Retirement
Legal Instruments
Revocable Living Trust
Health Care Surrogate
Durable Power of Attorney
Last Will and Testament
Lady Bird Deed
Pour-Over Will
Planning Directives
Succession Planning
Beneficiary Designations
Guardianship Provisions
Legacy Care Directives