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Legacy Solutions Estate & Income Planning
Legacy Solutions Estate & Income Planning
Home
Events
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☏ (402) 649-1418
Legacy Solutions Estate & Income Planning
Legacy Solutions Estate & Income Planning
Home
Events
Blog
☏ (402) 649-1418
Home
Events
Blog
☏ (402) 649-1418
What’s Wrong With “Book Trusts” in Today’s World?
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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13 Common Estate Planning Mistakes That Could Impact Your Legacy - And How to Avoid Them
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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The Basics of Revocable Living Trusts: Why Every Family Should Consider One
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.

 

Location

2 Constitution Drive, Suite 101

Virginia Beach, Virginia 23462

Contact

shannon@mylegacysolution.com
402-649-1418