One Simple Step to Help Your Family Later
In this video, Mark and Greg highlight a part of planning that’s often overlooked: what happens after you’re gone.
They share how lack of organization can leave families stressed and uncertain—and why creating a legacy plan isn’t about giving up control, it’s about preparing with intention.
You’ll also get an introduction to Everplans, a secure and customizable tool designed to help you store important documents, designate trusted contacts, and give your family the clarity they’ll need—when it matters most.
Ready to start planning with purpose? Schedule a meeting with us to take the next step.
