Service - Legacy Planning & Estate Settlement
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Who it This For?
Your legacy is more than assets—it’s your values, your family, and the story you leave behind. Without a clear plan, taxes, legal challenges, and confusion can create unnecessary stress for loved ones.
This service is designed for:
~ Individuals nearing retirement who want to be sure their estate is structured to pass smoothly and according to their wishes.
~ Couples looking to protect each other and future generations, while minimizing tax burdens on heirs.
~ Retirees already in retirement who want to update or strengthen their estate plan to reflect their current situation.
~ Business owners and professionals who need succession planning and strategies to transition assets without unnecessary legal or financial complications.
Maybe you’ve worked hard to build your nest egg and want to ensure it benefits your family—not the courts or the IRS. Or maybe you’ve seen the burden others faced when a loved one passed without a plan and want to spare your family that stress. Either way, legacy planning is for anyone who wants to protect their assets, honor their values, and provide clarity for loved ones when it matters most.
We’ve found that baby boomers especially benefit from this approach. After decades of work and dedication, you deserve peace of mind knowing your wealth, property, and values will be passed on the way you intend. Legacy planning isn’t just about numbers—it’s about security, clarity, and love for those who matter most.
This blueprint is designed to take away uncertainty, replace it with confidence, and give you the freedom to focus on what matters now: enjoying life with the people you love, knowing the future is secure and your wishes will be honored.
Turning Uncertainty Into a Legacy You Can Trust
👨👩👧 A Plan, Not a Guess
Without a clear legacy plan, families are left to navigate courts, taxes, and confusion. We build strategies that ensure your wishes are honored and your estate transitions smoothly.
✨ Peace & Clarity
We take away the guesswork, replacing stress with confidence. Your loved ones will know exactly what to do, when to do it, and how your legacy will be preserved.
🏛️ Tailored to Your Family
Every plan is designed around your unique family dynamics, assets, and values—whether that means passing on a business, charitable giving, or safeguarding generational wealth.
Why Legacy Planning Matters
👨👩👧 Protecting Your Family
Without a plan, loved ones are left to navigate legal red tape and financial stress. A clear strategy ensures your family is cared for, not burdened.
📜 Ensuring Your Wishes Are Honored
Estate documents and guidance remove uncertainty so your values, goals, and legacy are carried out exactly as you intend.
⚖️ Reducing Conflict & Confusion
A well-prepared plan prevents disputes among heirs, clarifies responsibilities, and makes settlement smooth and stress-free.
🏛️ Preserving More of What You Built
Estate taxes, probate, and poor planning can erode what you leave behind. Smart legacy strategies keep more of your wealth in the hands of those you love.
Your legacy isn’t just about assets—it’s about peace, clarity, and making sure the people you love are protected.
How Legacy Planning Helps You
👨👩👧 Protects Your Loved Ones
Your plan ensures your family is supported and shielded from unnecessary legal stress, so they can focus on healing—not paperwork.
🧾 Simplifies Decisions
No more confusion or guesswork. A clear estate plan outlines every step so your loved ones know exactly what to do when the time comes.
⚖️ Adapts to Life’s Changes
From new laws to changes in your family, your legacy plan adjusts with you, keeping your wishes current and your estate secure.
🏛️ Secures Your Legacy
By planning ahead, you safeguard your estate, reduce tax burdens, and ensure your wealth passes to the people and causes you care most about.
Your retirement years should be about peace, not pressure. A personalized legacy plan gives you clarity and confidence, knowing your wishes will be honored and your family protected.
What You Can Expect: A Simple 3-Step Process
Step 1: Discovery & Conversation
We start by getting to know you—your family, assets, values, and the legacy you want to leave behind. This is where we listen, learn, and understand your wishes for the future.
Step 2: Custom Legacy Plan Design
Next, we build your personalized estate and legacy plan. Every detail—wills, trusts, beneficiary designations, charitable giving, and settlement guidance—is aligned with your priorities to protect what matters most.
Step 3: Guidance & Ongoing Support
Life changes, and your plan should too. We walk with you as your family grows, laws shift, and priorities evolve, ensuring your legacy remains clear, secure, and stress-free for loved ones.
Take the Next Step Toward
Peace of Mind
Get Started for Free Today!
Your retirement deserves a legacy plan that’s built around you—not left to chance.
Click on the HelloVid Video (lower left corner) and choose a time that works best for you. Hear a little about who I am and how proactive legacy planning can remove stress for your loved ones and ensure your wishes are honored.
Scheduling is simple, stress-free, and the first step toward creating your personalized legacy plan. Or click below to book your appointment instantly.
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By Yvette Spillman, CEO, Registered Investment Advisor, Fiduciary Financial Advisor - License # CA#0H77101
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License # CA#0H77101
2022 All Rights Reserved.
License # CA#0H77101