The folks at LegacyLock believe helping people is good business and they feel their success speaks for itself. They’ve worked hard to build an estate process that includes all the documents for your estate plan, a living trust, healthcare and financial power of attorneys, living will and advanced directives with simple, clear instructions.
These estate attorney drafted documents are written to comply with regulations in each state and are written in understandable but proven language. You save thousands of dollars on estate preparation because attorney costs are spread over the thousands of LegacyLock clients. No hidden fees, change fees, or gotchas.
You also get a secure document vault to store your critical documents. That means your heirs can easily find the documents they need when they need them. And, if you keep your account active (by paying a small annual premium) you can keep your documents current and make unlimited changes. Best of all, these estate plans have stood the test of time – generations of clients keep using LegacyLock for their estate plans.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
Life insurance may be one of the most important purchases you'll ever make. In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more. If you're considering securing you and your family’s financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
