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Legacy Solutions Estate & Income Planning
Legacy Solutions Estate & Income Planning
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Estate Planning
Retirement Income Planning
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☏ (402) 649-1418
Legacy Solutions Estate & Income Planning
Legacy Solutions Estate & Income Planning
Home
Estate Planning
Retirement Income Planning
Asset Preservation & Risk Management
Tax Mitigation Strategies
Wealth Transfer & Legacy Planning
Business Planning
Charitable Remainder Trusts
Services
Events
Blog
☏ (402) 649-1418
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Estate Planning
Retirement Income Planning
Asset Preservation & Risk Management
Tax Mitigation Strategies
Wealth Transfer & Legacy Planning
Business Planning
Charitable Remainder Trusts
Services
Events
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☏ (402) 649-1418
Shannon Raitt 12/17/25 Shannon Raitt 12/17/25

What’s Wrong With “Book Trusts” in Today’s World?

A typical book trust—well-meaning but ineffective. Without legal titling, families risk probate, delays, and lost control after a loved one passes.

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Shannon Raitt 12/10/25 Shannon Raitt 12/10/25

13 Common Estate Planning Mistakes That Could Impact Your Legacy - And How to Avoid Them

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Shannon Raitt 12/3/25 Shannon Raitt 12/3/25

The Basics of Revocable Living Trusts: Why Every Family Should Consider One

Learn why proactive estate and income planning is essential for Hampton Roads families, and discover practical strategies for protecting your assets, reducing taxes, and securing your legacy.

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Our mission is to redefine the estate and income planning experience. We partner closely with families and small businesses, bringing together a multidisciplinary team of specialists to deliver clear guidance, smart strategies, and long-term financial confidence.

We are committed to continuous training, unwavering ethics, and the highest standards of excellence—ensuring every client receives an elevated, transparent, and trustworthy planning experience.

Disclaimer: The information on this website is for general educational purposes only and is not legal, tax or investment advice. Legacy Solutions Estate & Income Planning does not provide legal or tax advice. Please consult a licensed attorney, tax professional or financial advisor about your specific situation.

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Location

Legacy Solutions Estate & Income Planning
2 Constitution Drive, Suite 101
Virginia Beach, VA 23462

Contact

shannon@mylegacysolution.com
(402) 649-1418

Services

Estate Planning
Retirement Income Planning
Asset Preservation & Risk Management
Tax Mitigation Strategies
Wealth Transfer & Legacy Planning
Business Planning
Charitable Remainder Trusts