Legacy Angels
Wealth With Purpose. Impact That Lives On.
Ready to align your wealth with your purpose?
Use the Legacy Impact Planner to map how your assets, equity, and generosity can live on for generations.
Wealth With Purpose. Impact That Lives On.
Real estate is more than property—it’s a legacy tool. Without the right plan, families lose wealth to taxes and poor planning. We help you turn your hard work into lasting impact for future generations.
Want to see how far your faith can reach?
Use the Spiritual Impact Calculator to discover how many lives you could touch by sharing God’s Word and living generously.
How do I protect my assets from being eroded by probate or taxes?
Smart thinking! With the right plan—trusts, titles, and tax strategies—you can protect what you’ve built and pass it on powerfully! Plan with precision: use the Legacy Impact Planner to identify where tax strategies or title updates could preserve your estate’s full value.
Can I leave real estate to my heirs—without leaving them with a burden?
Absolutely! With the right setup, you can leave real estate as a gift, not a headache—legacy starts with planning!
Should I set up a trust, or transfer property now?
Great question! Both options have powerful perks—and exploring them means you're thinking like a true legacy builder!
How can I turn equity into long-term giving or charitable impact?
Love this! Your equity can fuel legacy-level generosity—and there are smart ways to give that grow impact for years to come! But remember, generosity isn’t only financial. There are powerful ways to impact lives simply by sharing God’s Word. Calculate your impact from sharing God’s Word and see how many hearts your faith can reach.
Who can help my family make wise decisions after I’m gone?
The right team or plan ensures your values live on—and yes, that peace of mind is absolutely possible! Need introductions to trusted professionals? Get an Introduction to vetted Legacy Partners including estate attorneys, CPAs, and family wealth advisors who align with your values.
What happens to your wealth when you’re gone?
Even more important—what happens to your values, your vision, your story?
Avoid those pitfalls: Build your custom Legacy Plan to secure your estate, simplify transfers, and honor your story.
- Real estate isn’t just an asset. It’s a vessel.
- A tool to carry your life’s work into the hands of your children, your grandchildren, and your causes.
- But most people never create a true plan. They lose money to taxes, probate, or poor planning—and their hard work ends in confusion or conflict.
Legacy Builders Ask
How do I protect my assets from being eroded by probate or taxes?
Can I leave real estate to my heirs—without leaving them with a burden?
Should I set up a trust, or transfer property now?
How can I turn equity into long-term giving or charitable impact?
Who can help my family make wise decisions after I’m gone?
Download our free Legacy Angels Guide to Giving
Create generational wealth with purpose — through real estate planning that honors your values and your vision.
Your Legacy is More Than a Will.
At Stairway, we help Legacy Angels
Plan with the Right People
We help you coordinate with CPAs, estate planners, and attorneys to ensure your wealth is protected and your intentions are honored. Want a complete view of your legacy strategy? run your Legacy Impact simulation to see how each decision protects, multiplies, and transfers wealth effectively.
Preserve and Grow Your Legacy
From trusts to legacy investment vehicles, we guide you in repositioning equity and creating lifelong income streams for your heirs. But true legacy goes beyond finances—it's about the lives you touch and the faith you share. Explore your Spiritual Impact to see how sharing God’s Word can create eternal value and lasting influence.
Strategize Impactful Giving
Whether it’s real estate gifts or donor-advised funds, we’ll help you craft a plan that reflects your values and benefits future generations. Ready to formalize your giving plan? Connect with Legacy Advisors who can set up trusts, charitable entities, and structured giving programs.
I didn’t just want to pass on money—I wanted to pass on vision. Stairway gave us a structure that will bless generations.
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
Bruce O'Donoghue via Facebook
Marvin Feliz - via Google
The experience I had with Jim's team was great. They were always available to help and communicative throughout the entire home-buying process. They worked efficiently to ensure no time was wasted, especially in such a tough market like Miami. They were able to offer me a great rate and provide peace of mind through their transparency. I’d definitely recommend Jim and his team. A huge “Thank You” to them!
Johanna Becket - via Google
Discover the Goals That Drive Your Financial Journey
You’re not just building wealth — you’re building a legacy with meaning.
Whether you’re giving, guiding, or preparing to pass something on, intentional planning matters more than ever.
Take the Discovery Quiz to clarify your vision, align your resources, and create lasting impact for generations to come.