Prepare for your Rainy Day with a Legacy Package!

Everyone needs a legacy plan. It’s like carrying an umbrella on an overcast day. Have you ever noticed that if you carry the umbrella, it won’t rain?  But forget your umbrella . . . deluge!  Every time.

I know.  You’re busy.  You don’t have time to think about all that.  And forget about all that paperwork!!

But the reality is that your life leaves a legacy, intended or not.  What you need to ask yourself is: “Is this the legacy I want to leave?”

And I hope you like the answer because you are living your legacy in real-time.  Your legacy is happening right now.  Even if you haven’t asked yourself questions, like:

  • What will your legacy be?
  • How do you want others to remember you?
  • What stories do you want people to tell when you’re gone?
  • What will your obituary say?
  • How did you live your dash?

The fact is that few of us have taken the time to ponder these questions, much less the tougher questions like:

  • What does wealth mean to me and my family?
  • What happens to my business when I succeed?
  • Do my values and goals match my philanthropy?

Legacy is a powerful word. It can be an inheritance of property or money, but it also defines the values you live by and the memories you leave behind.  Legacies are typically thought of as positive, but they can be negative, too.  They can be gifts or burdens placed upon us by those we left behind.  If you inherit a burden, how do you avoid passing that burden on?  How do you leave a gift?

What if I told you that there was an easy way to get started.  And all you have to do is answer a few easy questions?

Let us help you plan your legacy through all phases of your life.  All you have to do is click the link.


You care for your family and you’ve worked hard to provide for them.

You should decide what happens to your legacy when you die, not the state of Texas.

We are here to help you answer the tough question: “what will happen to my stuff when I die?”

We will champion your choices and celebrate your legacy.

Get ready to raise a glass to a life well lived.  Contact us today!


  • A mindful individual hoping for the best by preparing for the worst.

  • A person that wants to their loved ones to not suffer with logistics of while dealing with loss.

  • Grandparents that want to provide multigenerational gifts.

  • A divorcee who needs to alter their will and legacy planning.

  • A young couple that just invested in their first home!

  • Anyone who has a new addition to their family (born or adopted).

  • Single individuals who want to leave their legacy to loved ones they chose as a family because sometimes water is thicker than blood.

  • Small business owners in need of a succession plan.

  • Tax planning, endowments, trusts and gifting to alma mater or non-profit of your choice upon your passing.


  • Last Will & Testament

  • Directive to Physicians and Families or Surrogates

  • Appointment of Agent to Control Disposition of Remains

  • Declaration of Appointment of Guardian for My Children In The Event of My Death or Incapacity

  • Declaration of Guardian In The Event of Later Incapacity of Need of Guardian

  • Statutory Durable Financial Power of Attorney

  • Medical Power of Attorney

  • HIPAA Release

  • Hospital Visitation Authorization