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LEGACY PLANNING

Comprehensive Estate Planning for Peace of Mind

Ensure your assets are distributed according to your wishes while minimizing taxes and avoiding probate complications.

Get Expert Guidance

Schedule a free consultation with Mike Goodin to discuss your retirement goals.

25+
Years Experience
6
States Licensed
500+
Clients Served
5.0★
Client Rating

Key Benefits

Discover how this service protects and grows your financial future

1

Will & Trust Creation

Establish legally binding documents that clearly define how your assets will be distributed.

2

Probate Avoidance

Structure your estate to bypass costly and time-consuming probate proceedings.

3

Tax Minimization

Reduce estate and inheritance taxes to maximize the wealth passed to your beneficiaries.

4

Healthcare Directives

Ensure your medical wishes are respected with advance healthcare directives and POAs.

5

Beneficiary Optimization

Properly designate beneficiaries on all accounts to ensure seamless asset transfer.

6

Charitable Giving Strategies

Incorporate philanthropic goals while maximizing tax benefits for your estate.

How It Works

A proven process tailored to your unique situation

Initial Consultation & Goal Setting

We discuss your family situation, assets, and wishes to create a personalized estate planning roadmap.

Document Preparation & Review

Work with legal professionals to draft wills, trusts, powers of attorney, and healthcare directives.

Asset Inventory & Titling

Review how all assets are titled and make necessary changes to align with your estate plan.

Regular Plan Updates

Life changes require plan updates. We ensure your estate plan stays current with your circumstances.

Work with a Trusted Professional

Mike Goodin brings decades of experience and is licensed across multiple states to serve your needs with personalized strategies.

6 States
Multi-State Licensed
25+ Years
Experience
500+
Clients Served
98%
Success Rate

Secure Your Family's Future

Don't leave your legacy to chance. Schedule a consultation with Mike Goodin to create a comprehensive estate plan that protects your family and honors your wishes.

Schedule Your Free Consultation

CA. LIC. 0F18934 | WA. LIC. 1078261 | TX. LIC. 2357269 | AZ. LIC. 8787626 | CO. LIC. 8787626 | NV. LIC. 3387322