Many business owners delay legacy planning until they're "more successful", this unknowingly leaves their family in a vulnerable position.

Sometimes as entrepreneurs our commitment and dedication towards are families can be the very thing that prevents us from taking a step back to reflect on what's truly most important in our lives. 

The most important thing you can do as a leader of your family is get acute clarity on what your vision of a True Legacy looks like. 

We can help you take that critical first step. 

Call us to Schedule Your Legacy Vision Call today

(614) 968-9166 

Your Legacy Awaits!

Josh Meyer

Excited to be heading to Scottsdale, AZ next week for the Wealth.com Estate Planning Conference.

Check out the photo listing speakers at the event! 

One session I’m really looking forward to is “Integrated Planning with Attorneys and COIs for Complex Client Needs.”

This topic hits home for me. The most successful estate plans aren’t just documents—they’re the result of intentional collaboration between advisors, attorneys, and trusted professionals who share a commitment to the family’s long-term well-being.

I can’t wait to continue strengthening partnerships that allow us to serve clients more completely and help their plans hold up not just legally, but practically and relationally.

If you’ll be there, let’s connect!

🛡️ Helping you defend against Enemies of the Estate!! (IRMAA, Probate, and Unnecessary Taxes)

Indigo River Publishing

Executive Editor

Lead Editor

Self-Employed

Writer, editor

Rebelight Publishing Incorporated

Editorial Director

Mennonite Church Canada

Director, News Services

VIP Communications Ltd.

Telling stories and sharing information through multi-projector slide show presentations, graphic design, photography

Audio Visual Producer

Deborah Froese is on a mission: to spark change through the power of story. An award-winning fiction author with a broad portfolio of published nonfiction to her credit, Deborah has been working for more than twenty years with other writers who share her passion for creating a better world.

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The Battle

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Josh Meyer's LinkedIn Performance

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