Because protecting your children means planning for both the expected and the unexpected.

My Littles’ Legacy Protection Plan™ is designed for parents of minor children who want greater clarity and protection in the event of an emergency, illness, incapacity, or unforeseen life event. This planning helps ensure that trusted individuals are legally authorized to care for your children and make important decisions if you are temporarily or permanently unable to do so yourself.

Depending on your family’s needs, this planning may include:

• long-term guardianship nominations,

• standby guardianship designations,

• medical powers of attorney for minor children,

• and other supportive protections designed to help create stability and continuity during uncertain moments.

At The Legacy Designer®, we believe thoughtful planning for children is one of the greatest acts of love and stewardship a parent can provide.

Growing up comes with new independence — but it should also come with thoughtful legal protection.

Fly The Coop Protection Plan™ is designed for young adults navigating the transition from home to college, graduate school, early careers, travel, and independent adulthood. While parents may still be providing emotional or financial support, once a child turns eighteen, parents no longer have automatic legal authority to access medical information, assist with financial matters, or make decisions during an emergency.

This planning helps create an appropriate legal support system for young adults as they begin spreading their wings while still maintaining important safeguards and guidance.

Depending on the individual’s needs, planning may include:

• powers of attorney,

• advance healthcare directives,

• HIPAA authorizations,

• basic will planning,

• and other foundational legal documents designed to support young adults during this important stage of life.

At The Legacy Designer®, we believe legal planning should evolve alongside life’s transitions — helping young adults move forward with greater confidence, protection, and independence.

Because family sometimes walks on four legs.

For many families, pets are far more than property — they are companions, comforts, routines, emotional support systems, and deeply loved members of the household. But what happens if your beloved pet outlives you, or if you are suddenly unable to provide care?

While we may not all be leaving millions to our pets à la Leona Helmsley, thoughtful planning can help ensure your companion continues to receive proper care, stability, and financial support if the unexpected occurs.

FurEver Protection Plan™ is designed to help families create a clear plan for the ongoing care of a beloved pet, including:

• naming trusted caregivers,

• coordinating care alongside guardianship planning for children,

• providing financial resources for food, veterinary care, grooming, boarding, and long-term needs,

• and creating continuity and stability for both pets and the people who love them.

For families with minor children or young adults, this planning can also help ensure that cherished family pets remain together with the people to whom they are most bonded during times of transition or loss.

At The Legacy Designer, we believe meaningful planning should reflect the full reality of family life — including the companions who bring comfort, loyalty, and unconditional love along the way.

Because true legacy planning is not just about passing assets down — it is about protecting opportunity for generations to come.

Roots & Wings Protection Trust™ is designed to help families create long-term protection, stability, and generational continuity through thoughtfully structured trust planning. Even modest assets, when protected and preserved over time, can become meaningful building blocks for future generations.

This planning allows assets inherited by children or loved ones to remain protected within a trust structure rather than passing outright and becoming vulnerable to life’s unexpected challenges. Depending on the structure and circumstances, trust-based planning may help provide protection from:

• unanticipated lawsuits,

• creditor claims,

• bankruptcy,

• financial immaturity or poor decision-making,

• and even the reality that nearly half of marriages ultimately end in divorce.

The goal is not control from the grave — it is thoughtful stewardship beyond your lifetime.

For some families, this may begin with as little as $20,000. For others, it becomes part of a broader multigenerational legacy strategy. In either case, the intention remains the same: creating roots strong enough to provide stability, and wings strong enough to create future opportunity.

At The Legacy Designer® we believe one thoughtful decision today can change the trajectory of a family for generations.