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New Year. New Vision. A Stronger Legacy.

Start 2026 with clarity and protection. Align your estate, business, and leadership plans to build a legacy that grows with you. ...more

Legacy Planning

January 04, 2026•2 min read

New Year. New Vision. A Stronger Legacy.

Your Year-End Legacy Checkup: Is Your Plan Ready for 2026?

Prepare for 2026 with Cynthia Gallardo’s Year-End Legacy Review. Update beneficiaries, refresh estate documents, optimize tax strategies, and protect your business and family with clarity and confiden... ...more

Legacy Planning

December 01, 2025•2 min read

Your Year-End Legacy Checkup: Is Your Plan Ready for 2026?

Modern Families Need Modern Estate Plans

Family structures have evolved — and so must the way we plan. This post explores 5 essential estate planning steps for blended and modern families to protect spouses, children, and loved ones across g... ...more

Legacy Planning

November 01, 2025•3 min read

Modern Families Need Modern Estate Plans

Your Business. Your Legacy. Your Protection Plan.

October is a season of clarity—an invitation to refine your plans and strengthen the legacy you’re creating. This month, we focus on the legal foundations every Legacypreneur™ needs to protect, preser... ...more

Legacy Planning

October 01, 2025•5 min read