Estate Planning
Plan today for peace of mind tomorrow—make sure your assets are protected and your legacy is honored.
Estate Planning
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Pass down a legacy to your family, Leave money behind to cover final expenses & tax implications of their inheritance with life insurance.
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Plan for the unexpected with income replacement in case of illness, disability, or terminal illness like heart attack, cancer, or stroke, with living benefits.
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Enjoy the gains of the stock market with downside security with a savings plan that has the potential to pay you for the rest of your life. Save on taxes with the right plan.
Without a living trust, your family may deal with probate, which is expensive and arduous. Protect your estate and keep control.
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Family & Asset Protection
If you were to walk out of life, would your family be able to keep up their lifestyle for 5-10 years?
Disability
If you end up with a disability can you maintain your expenses for 6 months to a few years without depleting your retirement & savings?
Disability
If you end up with a disability can you maintain your expenses for 6 months to a few years without depleting your retirement & savings?
Illness
If you're unable to work due to chronic, critical, or terminal illness, will you need to dip into retirement for expenses or are you protected for 6 months or longer?
Illness
If you're unable to work due to chronic, critical, or terminal illness, will you need to dip into retirement for expenses or are you protected for 6 months or longer?
Wills & Trusts
Without a trust, your beneficiaries can end up dealing with probate for years and your assets can end up in public records.
Retirement
Are you taking advantage of tax-free income options and guaranteed income? If not, look over our options.
Debt Free
If you're limited on future investments because you're eye high in debt, take advantage of debt settlement plans to reduce your debt.
Wealth, Wills, and Worries
71%
of American adults feel that creating an estate plan would make them a good parent or partner, yet only 31% have a will.
56%
of Americans believe that estate planning is important, but only 33% have documented their end-of-life plans.
74%
of people earning $250,000-$499,999 say estate planning is "very important," compared to 33% of those earning under $25,000.
Without a will or trust, you run the risk of your estate ending up in probate and your family being tied up in courts, which is public information. If you want to keep your legacy private and determine how you want it to be distributed, look into getting a will or trust.
What is Estate Planning
Are You Protected In these 6 Areas?
Explore
Ensure a secure future by addressing key factors that protect your income, health, and lifestyle. Take control and optimize your retirement strategy
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Financial Security
Empower Your Future
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Life List
The Plan Ahead
Let's Make a L.I.S.T.
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Pass down a legacy to your family, Leave money behind to cover final expenses & tax implications of their inheritance with life insurance.
Plan for the unexpected with income replacement in case of illness, disability, or terminal illness like heart attack, cancer, or stroke, with living benefits.
Enjoy the gains of the stock market with downside security with a savings plan that has the potential to pay you for the rest of your life. Save on taxes with the right plan.
Without a living trust, your family may deal with probate, which is expensive and arduous. Protect your estate and keep control.
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Our Clients, Our Promise
Testimonials
Sean
Consultant
I trust Lailah and that she will look out for the client and make sure they get the right insurance for their needs.
Stephanie
Scrum Master
Life insurance is simply part of financial planning and one of the most important parts. Lailah made it simple to understand and to find the right product for my wife and myself.
Kristen
Stay at Home Mom
It's important for me to have peace of mind that if anything happened to my husband or me, our family would be okay. Lailah took her time to help us understand the different types of life insurance so could make an informed decision.
Services
More ways we can assist you
Secure your future with a well-planned retirement strategy, combining savings, investments, and pensions to ensure financial independence when you stop working.
Maximize your retirement income by leveraging tax-advantaged accounts like Roth IRAs or specific life insurance plans, allowing you to enjoy a tax-free financial future.
Look into group life insurance plans for business owners and their employees.