Empowering Families to
Secure Their Legacies
Tailored estate planning solutions designed to preserve your life's work and values.
We offer several different services as part of your plan, available in all 50 states. Having all three in place creates your very own Customized Legacy Plan.
A Comprehensive Estate Plan has a Revocable Living Trust at its core. A trust allows you to maintain control over your assets during your life and pass them on exactly as you wish. A Trust can save your family thousands in probate costs and fees, protect your beneficiaries, and in some situations help maximize tax savings.
Privacy for you and your family is important. Most people do not know that a simple Last Will and Testament leaves you exposed. Every asset becomes public record. This complete loss of privacy often attracts unwanted attention from outsiders when families are already dealing with the loss of a loved one. With a funded Trust, you not only keep control, you keep everything private.
Your information is important to us. We never share your data unless you authorize it. All communications utilize SHA256/RSA 4096bit keyed SSL encryption, all data is encrypted in transit and at rest with sensitive data encrypted at 4096 bits. Independent analysis by SSL labs has given our security an “A” rating.
Experience
People say that money isn’t everything. I agree. It may not be everything, but it’s right up there with air. Money solves a lot of problems, and there are plenty of problems out there. I’m willing to bet that 90% of the challenges people face today can be taken care of by writing a check. I’m not being flippant; I’m just making a point.ion.
Money can’t buy happiness, but it does determine where you live, what you drive, where your kids go to school and the lifestyle you enjoy. So having money is important, especially in today’s unsettling world. You worked hard to make it and you need to protect it and control it because your family’s future is at stake.
My beliefs were forged out my own experience as a family man and business owner. I know what it takes to make a living today, and I had to learn the hard way about how to make that money last. Before you can have a conversation about your financial future with any financial advisor, I think it’s important that you understand the bedrock of our financial principles. Basically, we are risk-averse. My concerns about risk are well founded; just pick up a newspaper and scan the headlines.
At Personal Legacy Plans, we believe that every person deserves to live with purpose and leave behind a meaningful legacy. Our mission is to help you protect your assets, ensure your loved ones are cared for, and create a lasting impact that reflects your values. We focus on understanding your unique needs and guiding you through a process that offers peace of mind for both today and the future. Whether it’s planning for your family’s well-being, safeguarding your estate from probate, or ensuring your legacy is honored exactly as you wish, we’re here to support you every step of the way. With personalized solutions that align with your goals, we help you navigate financial planning, tax efficiency, and charitable giving, so your legacy can endure for generations.
At Personal Legacy Plans, we listen to what matters most to you and provide clear, actionable plans that give you confidence in your future. It’s not just about managing assets—it’s about creating a legacy that lasts.
For every $100K in estate assets, you could spend as much as $10K in probate costs for appraisals, attorneys, court fees and more.
Probate is time consuming, stressful and completely open to the public! Without a plan, you are jeopardizing your family’s privacy and exposing your family to unnecessary risks.
Complete Legacy Document Package
At Personal Legacy Plans, we value integrity, empathy, and excellence, ensuring personalized solutions that reflect your goals. Our focus is on creating a lasting impact for you and your loved ones.
At Personal Legacy Plans, we are committed to providing the highest quality service and the most effective solutions for every client. We continually invest in expanding our expertise and refining our approach, ensuring we deliver the most innovative and reliable strategies for your legacy. Our goal is to create plans that not only meet but exceed your expectations, providing you with peace of mind knowing your future is in good hands.
We believe in being transparent, honest, and ethical in everything we do. Our goal is to build trust by providing thoughtful, reliable guidance that aligns with your values and goals.
We listen first and foremost to understand your unique needs, concerns, and dreams. We approach each client relationship with compassion, ensuring that every plan reflects what truly matters to you.
We understand that each family is unique, and so is every legacy. That’s why we offer personalized solutions designed to address your specific goals, values, and circumstances. We work closely with you to develop a customized plan that reflects your life’s purpose, providing a tailored approach that ensures your legacy is protected and passed down exactly as you envision it. Your story is special, and your plan should be too.
Our mission is to help you create a legacy that stands the test of time. We focus on providing strategies that not only protect your wealth but also ensure its positive impact for generations to come.
By considering long-term financial stability, tax efficiency, and charitable giving, we help you build a legacy that offers lasting security for your loved ones and a meaningful contribution to the world. Your legacy is more than just assets—it’s a lasting influence that will continue to inspire and benefit those you care about for years ahead.
It’s everything that Estate Planning should be, but is not. A proven 3 step process:
Create Customized Estate Planning Documents
Funding Assets into the Trust (attorneys don’t do this)
Asset Protection and Retirement Cash Flow Optimization
©2025 Personal Legacy Plans. All Rights Reserved.
Crafted with DigiCorns
