A Spotlight on Dedication (and Protecting What You’ve Built)
Honoring Hard Work — and Protecting It While Labor Day may be behind us, its message still resonates: honoring the dedication and effort that shape our lives and communities. At The Wagon Legacy, we’re inspired by both our clients’ commitment to building a secure future and our team’s commitment to serving them with care. This […]
Protecting Your Retirement Accounts Through Estate Planning
Your retirement accounts — IRAs, 401(k)s, pensions — often represent the largest portion of your estate. They’re the result of years, even decades, of labor and saving. But without proper planning, these accounts can become vulnerable in ways many families don’t realize. Here are three key risks — and how estate planning can protect against […]
September is the Real New Year!
Desplácese hacia abajo para leer esto en español. Before diving into this week’s newsletter, I want to pause and acknowledge the heartbreaking news of yesterday’s school shooting in Minneapolis. As parents, caregivers, and community members, our hearts ache alongside those families and students facing an unthinkable reality. At a time when many of us are […]
Planning Ahead for Loved Ones with Special Needs
When a loved one has special needs, estate planning takes on an added layer of responsibility. Parents, grandparents, and caregivers often worry: How do I provide for my child or loved one without jeopardizing their eligibility for important benefits? Here are three key tools we covered in our team’s recent Brain Boost session: There are […]
Backpacks, Pencils & Planning Fair Inheritances
Thank You for Giving to Our Back-To-School Drive! We’re so grateful to share that our Back-to-School Drive has been off to an incredible start! Thanks to the kindness and generosity of our community, Olive Crest has already picked up a large number of school supplies that will soon be in the hands of children who […]
Does Treating Your Children Fairly Mean Unequal Inheritances?
When thinking through their estate plan and how they want their assets (money and property) managed after they pass away, most parents wish to treat their children equally, often out of a sense of fairness. However, sometimes being fair—or doing what feels right—may mean giving unequal inheritances. Key Takeaways When Unequal Inheritances May Be Fair There […]
The Copycat Wagon Legacy?!
Hi friends, Recently, a few of you reached out with surprising news: another estate planning firm is using a logo and name strikingly similar to The Wagon Legacy. Thankfully, they’re in a different region, so confusion for our local clients is unlikely. Still, it’s a powerful reminder of two things: 1️⃣ How incredible you are — taking […]
Protecting the “Intangibles” in Your Estate Plan
Not long ago, a few of our clients sent me messages I never expected: “Alex, did you know there’s another estate planning firm using your same logo and a very similar name?” They were right — someone in another state had launched a firm that looked suspiciously like The Wagon Legacy. Thankfully, they’re in a different […]
Still hearing my parents’ voice… even in London
The Voice in My Head — A Different Kind of Legacy Hi friends, Greetings from London! Steve and I are here with the kids on a family adventure — siteseeing, getting lost in the markets, and soaking in all the history. As I’ve walked the streets of London with my kids, I seriously keep hearing […]
Expecting an Inheritance? Here’s Why You Need a Plan
We often think of inheritance as a transfer of money or property — but what we pass down includes so much more: stories, values, and even the voices of our parents echoing in our minds, reminding us to be careful, to save, and to protect what we’ve been given. While emotional legacy shapes how we […]