“Strong Foundations Create Lasting Legacies”
-Nara Herbowy Callanan
Foundational Planning
Foundational planning is the starting point of a well-designed estate plan. It focuses on the essential legal documents and decisions that help protect you, your loved ones, and the life you’ve built.
This typically includes wills, powers of attorney, healthcare directives, and core asset planning — all thoughtfully designed to create clarity during times of illness, incapacity, transition, or loss.
At The Legacy Designer®, we view foundational planning as more than paperwork. It is the framework that supports your family, preserves your wishes, and creates peace of mind for the future.
For clients seeking additional layers of protection, flexibility, or long-term planning, we also offer Lifestyle & Family Legacy Enhancements designed to build upon and strengthen your foundational plan over time.
“Estate planning is so much more than just having a will—especially if you have children, assets, investments, or a business. Nara is more than an attorney; she’s a guide, a support system, and someone who genuinely cares about her clients. Estate planning can be overwhelming, but she has a way of making everything clear and manageable. You will feel listened to and she can work with you to craft an estate plan that protects your assets and brings peace of mind to you and your family. I highly recommend her.” - R. Young
