Who We Work With

At Personal Legacy Plans, we work with individuals and families to help them create lasting, meaningful legacies. Our team of experts is dedicated to understanding your unique needs and providing customized solutions that protect your wealth, ensure your wishes are honored, and give you peace of mind. We specialize in helping those who want to avoid the complexities of probate, minimize unnecessary taxes, and ensure their assets are passed on according to their values. Whether you’re looking to secure your family’s future, create a strategic estate plan, or optimize your lifetime spending, our team is here to guide you every step of the way.

Wall Street Journal Smart Money Magazine, January 2012

"If you have some assets (maybe just a car and some nice furniture) or minor children, you still need an estate plan -- even if taxes are not an issue."

What We Do: Crafting Legacies with Purpose and Protection

At Personal Legacy Plans, we help you create a secure and lasting legacy with a customized estate plan that protects your wealth, reduces taxes, and ensures your wishes are honored. Our services include the creation of a comprehensive Legacy Document Package, including a Revocable Living Trust, Last Will, and Financial and Healthcare Power of Attorney. We also focus on safeguarding your legacy from risks such as lawsuits, health crises, and market volatility, all while planning for sustainable, lifetime income.