Legacy Planning is undertaken to create a financial strategy that honors your wishes for the distribution and management of your estate in advance of your passing. Without a legacy plan the management of your estate might go against your wishes once it passes on. The Lady Advisor works closely with your trusted attorney to ensure your estate plan provides the peace of mind you desire for you and your family should you become incapacitated or upon your passing. And, the plan is reviewed and updated as laws, your family and financial situations change throughout your lifetime.