Make Sure What You’ve Built Transfers as Intended.
Helping families simplify estate planning, avoid probate, and protect what they’ve built—without court involvement.
Protect. Uncover. Design. Inspire.
That’s the PUDI framework I use with every client.
Protect your assets from probate, lawsuits, and unnecessary exposure.
Uncover your options with clarity and and bring your full financial picture into focus.
Design a legacy plan that works for you—not a one-size-fits-all solution.
Inspire the next generation to carry it forward with structure, values, and wisdom.
No suits. No pressure. Just clarity and care.
Your Legacy Journey
1. Schedule Your Legacy Call
We uncover your goals, assets, and exposures so you know exactly where you stand.
2. Design Your Plan
We'll craft a customized strategy that fits your life and family goals.
3. Build & Preserve Your Legacy
We implement your plan and keep it evolving as your wealth and family grow.
The best time to protect your legacy was yesterday. The next best time is now.
How We Help You Build What Lasts
Everyone's path is different, but the principles never change — protect, grow, and preserve.
Legacy Estate Planning
Avoid probate, lawsuits, and unnecessary headaches with a living trust and estate structure that keeps control in your hands.
Tax-Advantaged Strategies
Design private wealth structures that protect your capital, minimize taxes, maintain liquidity, and support long-term family legacy.
Family and Income Protection
Secure income protection for your family, with optional policy designs that can also support long-term, tax-advantaged wealth building.
Most people wait until it’s too late to protect what they’ve built.
Let’s make sure that’s not your story.
Why I Started PUDI Legacy
My parents were hard-working business owners. They built real success — until 2008, when one market crash and a missing plan erased everything.
No trust. No protection. No backup strategy.
That loss taught me the truth: families, business owners, and retirees don’t fail from lack of effort — they fail from lack of structure.
Now, I help families protect what they’ve earned, business owners secure what they’ve built, and retirees preserve what they’ve achieved — so your legacy lasts for generations.
Legacy isn’t luck. It’s structure, strategy, and heart.
You don't just need a plan. You need a plan that can't fail.
If you don't act – your legacy, your family, your assets are on the line.
Resilience isn’t inherited — it’s built.
For families, business owners, and retirees who wants their legacy to last.
Structure it now, so it never breaks.