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Welcome to LegacyProtectionPlans.com!  You have taken an important first step in protecting your family and securing your legacy for the future.  There are many resources on this site to help you determine the estate planning options that are best for you.  Once you have reviewed the information, please schedule an appointment to speak with us about how we can help you protect the most important people in your life.

Our Firm offers estate planning solutions for families and individuals that are ready to prepare for the future.  Our primary clients are professionals with young families, many of whom work in the oil and gas industry and/or have mineral rights.  We understand the unique circumstances that many mineral owners and oil and gas professionals face and can design estate plans that will protect their assets for future generations.  Contact our office today for a free consultation.

Why choose us?

There is a common misconception that “estate planning” is something that is only for the very wealthy or those looking to avoid paying taxes and hide assets.  The reality is that everyone can benefit from a simple estate plan.  A properly designed estate plan can help your loved ones in the event that something happens to you.  Instead of making your family and friends guess about what you wanted, or leaving the decision to the courts and the law, you can prepare and leave detailed instructions for how you want your legacy managed by those you leave behind.  We can help you and your family with this important process today!

 

Four things that make us awesome

  1. We help you protect what matters most.  We work with you to put a plan in place that protects your family and loved ones.  Planning ahead means peace of mind for you knowing that – no matter what happens – the most important people to you are taken care of.
  2. You make the decisions about how your plan works.  Having a plan for the future is important – but how that plan works should be up to you.  Since every person is different, some clients have more need for support than others.  We will always give you our honest opinion on your planning needs and how best to achieve your objectives.
  3. We take the time to help you understand your plan.  We take pride in our ability to educate clients about the different aspects of their estate plans.  You want to know what is in the plan and why, as well as what you may need in the future.  Our team will walk you through every step in the process and answer all of your questions.
  4. We support you for the long term.  Even the best estate plans need to change and evolve as your life changes over time.  Whether you are buying a house, starting a family, starting a new business, preparing to retire or something else, our team will provide ongoing support to make sure that your plan always works – tomorrow or a decade from now.

“We help professionals protect their families and secure their legacies.”

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