Secure Your Legacy with Expert Estate Planning & Funeral Trusts
Legacy Gen Advisors makes it simple to protect your wealth and your family’s future.
Why Estate Planning Matters
You’ve worked hard to build your life—don’t let it slip away. Without a proper estate plan or funeral trust, your loved ones could face legal hurdles, financial strain, or lost assets. We’re here to lock in your legacy with clarity and care.
Our Estate Planning & Trust Services
Revocable & Irrevocable Trusts
Wills & Power of Attorney
Asset Protection Strategies
Tax-Efficient Estate Planning
Medicaid & Long-Term Care Planning
Your wealth is your life’s work—don’t let it slip away. Every person deserves the power to safeguard their legacy and ensure their family’s future through smart, strategic estate planning and trusts. Take control today.
Our Process
Step 1
Schedule A Call:
Talk to one of our experts at no cost.
Step 2
Get Your Plan:
We’ll design an estate, trust and asset protection solution just for you.
Step 3
Rest Easy:
Your legacy is secure, your family is protected.
Ready To Get Started
We work with businesses and individuals throughout the United States.
Please send us a note if you need to meet outside of our business hours.
Let us know if you have questions.
Frequently Asked Questions
Why do I need estate planning if I already have a will?
A will is a start, but it’s not enough. Estate planning goes beyond just naming heirs—it helps you avoid probate (which can delay inheritance and cost thousands), minimize taxes, and protect your assets from risks like lawsuits or creditors. With Legacy Gen Advisors, we craft a comprehensive plan—including trusts—that ensures your wealth passes smoothly to your loved ones, exactly as you intend.
How long does it take to set up an estate plan or funeral trust?
It’s faster than you think—and we make it simple. Most estate plans or funeral trusts can be tailored and finalized in just a few weeks, starting with a single consultation. We streamline the process—drawing on proven strategies from partners like EPDocuments and Elder Life Group—so you get a rock-solid plan without the hassle. Your legacy deserves protection now, not later, and we’re here to make it happen on your timeline.
How does asset protection actually shield my wealth?
Life’s uncertainties—like medical costs, market dips, or legal challenges—can erode your savings fast. Asset protection uses smart strategies, like trusts, to lock your wealth away from those risks. Partnered with experts like Elder Life Group, we design solutions that safeguard your money today, so it’s there for your family tomorrow—secure, intact, and untouchable by outside threats.
What’s the benefit of a funeral trust, and is it worth it?
A funeral trust pre-funds your final wishes at today’s prices—saving your family from rising costs (funerals can exceed $10,000)—while offering powerful extras. It’s Medicaid-compliant, meaning it won’t count against you when qualifying for benefits, and it helps you spend down assets strategically to meet Medicaid eligibility. It’s more than savings—it’s peace of mind and a smart financial move, ensuring your loved ones aren’t burdened emotionally or financially. With our tailored approach, it’s a small step now for a big win later—absolutely worth it.
Generating Legacies for Generations
Helping Businesses & Individuals Across America Keep More of Their Money
800-554-9884