Legacy Planning

Provide for your heirs and support the causes and organizations you believe in.

Build your legacy and see it unfold…

Your legacy is about building something meaningful. Whether you want to give during your lifetime or leave a legacy for future generations, we can help you create a plan to enrich your life, and carry your memory forward.

Our Life & Legacy planning process goes well beyond how you can use your money or reduce your taxes. It aligns your assets with your values and intent to create the cornerstone of a complete retirement and estate plan.


The Ultimate Dress Rehearsal is a simple, yet powerful idea to help you get the answers you need to plan your legacy.

Benefits of Legacy Planning

By planning ahead, you can use your assets while you live and realize major goals after your lifetime.

  • Efficiently pass wealth on to future generations
  • Help you experience the joy of going from success to significance
  • Economy-proof your estate plan to aim for minimal or potentially zero taxes paid on inheritance
  • Create family unity
  • Determine how you want to be remembered
  • Allocate your assets according to your wishes   

 How will you make a difference? 

You Can Do More That Matters reveals how you can get financial peace of mind and make a greater impact on the people, causes, and organizations you value.

For a limited time, you can get a FREE copy to help you LIVE MORE and GIVE MORE. Get yours now at domorethatmatters.com/free.

Start Planning Your Living Legacy Today

Learn how you can work toward financial success so you can do what matters most to you. Schedule your free consultation now!