Estate Planning

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Estate Planning

The term Estate Planning defines the process people go through to prepare for the legal, financial, and personal realities of their death, however, an estate plan provides a collection of edicts specifically designed to address the previously mentioned issues. Also, estate planning does not include a single topic, but rather a collection of topics that all involve the practical realities surrounding death and mortality. Sure, it can be complicated, involving ever-changing considerations in light of personal preferences, new laws, shifting economic factors, and more. Regardless of your age or personal circumstances, creating an Estate Plan incorporates an essential task for every adult.  And understanding what an estate plan constitutes and what kinds of issues your plan might address, makes the first step.

Protecting your family. Protecting your legacy

We believe that leaving a legacy to our loved ones provides an important step to be remembered long after we’re gone. With this in mind, we are proud to announce a new service called Legacy Safeguard. Finally, Legacy Safeguard offers a comprehensive legacy planning service to help you leave a lasting legacy and help your loved ones remember you for generations to come.

We would like to provide you with a FREE membership in Legacy Safeguard.  Also, this provides a valuable service for you and your family and we want to give it to you at no cost! For a limited time you can become a member of Legacy Safeguard, free of charge, and receive the following legacy planning benefits:


Much of your legacy will be determined by how well you have planned. Too often families are left with very little assistance in dealing with the avalanche of details and questions that face the survivors. One of the final memories your loved ones will hold is how well those details were planned.Estate Planning

Legacy Safeguard

As a member of Legacy Safeguard, you will receive innovative planning tools that are both simple and significant. The Legacy Safeguard planning services will help ensure that your family remembers you well and that your legacy is lasting.

Legacy Safeguard can also assist your family through one of the toughest times in their lives. As a member of Legacy Safeguard, your family can receive end-of-life planning, guidance, and support.  This support will help our customers through many of the difficult details they will face when a loved one passes. This will protect your family and provide for them in the most difficult of situations.


In addition, we believe that part of leaving a lasting legacy is protecting your family from debt. One of the services we offer that your family can benefit from is a new Final Expense Life Insurance Program to help pay for your final expenses.

Become a member today by contacting our office to set up an appointment.  We can help you protect your family and your legacy with this incredible new service. Complete our request form below or give us a call at 1-888-270-0054.