WHY THE LEGACY BLUEPRINT?
Building wealth is not just about the present; it's about securing your family's future for generations to come. Your financial legacy is a gift that can empower your loved ones and leave a lasting mark on the world.
To achieve this, you need a blueprint—a comprehensive plan that ensures your wishes are carried out, your assets are protected, and your legacy is preserved.
YOUR COMPREHENSIVE ESTATE PLAN
The heart of The Legacy Blueprint lies in our meticulously crafted estate planning package. We understand that estate planning can be dreadful and time-consuming, but we've made it simple for you. Our package includes:
Revocable Trust
Ensure your assets are protected and distributed according to your wishes.*
Will
Outline how your assets should be distributed and guardianship preferences.
Power of Attorney
Designate someone to make financial decisions on your behalf.
Medical Directive
Specify your healthcare preferences, so your loved ones know your wishes.
With this comprehensive package, you can trust that your legacy is secure, and your loved ones are provided for.
*Due to current estate laws, residents of Louisiana will not have access to create a revocable 5919trust as it is often not recommended by many estate attorneys.