Legacy Estate Planning

09/08/2026

“More money” isn’t a financial goal until you know exactly what you need it to accomplish.

Let’s get honest about the numbers. 👀

Comment NUMBERS and I’ll send you my free Money Clarity Tracker.

10/27/2024

✨ Introducing… The Legacy Workshop! ✨
In just TWO days, you’ll learn everything you need to finally complete your will, trust, health care directive, and power of attorney—without the stress.

👀 Plus: Flash sale starts NOW. You’ve got 7 days to secure your spot. 🎉

Tap the link in bio to save your seat! 🎟️

09/13/2024

I got to sign the wall!
My name is now (officially) written in the Minnesota CLE history books after my live broadcast of Drafting Wills A-Z: Health Care Directives and Powers of Attorney.
So much fun getting to speak on such an important topic🎤

09/11/2024

The 3 secrets to creating a family legacy and seamlessly transferring wealth without probate or unnecessary drama.

08/16/2024

Come see us live at the Burnhaven Library on August 29 at 6 pm! We hope to see you there!

08/11/2024

06/26/2024

A transfer on death deed can be an amazing tool to avoid probate and easily transfer your home to your kids or a loved one when you’re gone.
However, they aren’t for everyone in every situation. Check out a few things you should know about when they work and when they don’t.
Then make sure to comment NEWS to be added to our newsletter so you never miss the good stuff about planning your legacy. Cheers 🥂