Are you maximizing your legacy?

Estate planning isn’t just about documents—it’s about defining what legacy means to you and ensuring your wishes are carried out effectively. In this webinar, Mikayla Raleigh, CFP®, Wealth Advisor at Raleigh Wealth Solutions, guides you through the essential questions, strategies, and tools you need to make informed decisions about your estate.

You’ll learn:

- Defining Your Legacy: Whether it’s leaving a specific dollar amount, providing in-life gifts, or supporting future generations, discover what legacy means for your family.

- Beneficiaries & Family Dynamics: Why beneficiary designations matter more than wills, how family relationships impact estate plans, and what to consider in equal vs. unequal distributions.

- Trusts Made Simple: Understand the difference between revocable and irrevocable trusts, and when they may or may not make sense for your goals.

- Taxes & Gifting Strategies: Key insights on estate taxes, gift tax exclusions, and how to structure assets for efficiency.

- Practical Takeaways: How income planning, Social Security decisions, and diversification directly shape the amount you leave behind.

Through real-world examples and client stories, Mikayla emphasizes that estate planning is not one-size-fits-all. You’ll walk away with a clearer vision of what legacy means to you, what questions to ask, and how to build a customized plan that protects your family and maximizes your impact.