You’ve spent a lifetime building your nest egg, nurturing your family, and creating a legacy that reflects your values and hard work. Now, it's time to take the next step in protecting your estate and ensuring that your wishes are honored. Our Will-Based Estate Plan for Legacy Planners is ideal for clients who are between young family planners and those requiring extensive asset protection due to health and age. This plan provides the perfect balance of asset protection, estate planning, and flexibility, ensuring that your hard-earned legacy is preserved and passed on as you intended.