Preserve wealth.
With purpose.
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.
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!
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.
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!
What happens to your wealth when you’re gone?
- 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?
Your Legacy is More Than a Will.
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.
Run the Numbers Before You Apply
Try out our Legacy Angel’s calculators below.
Legacy Angel Stories
Discover how people are using these loan programs right now.
- Advantages of a Living Trust: Skip Probate and Protect Your Family’s Privacy
- Charitable Remainder Annuity Trust: Create Income Now, Give to Charity Later
- Family Limited Partnership: Discount Asset Values and Transfer Wealth Tax-Efficiently
- Irrevocable Asset Protection Trust: Shield Assets From Creditors and Lawsuits
- Family Limited Partnership: Discount Asset Values and Transfer Wealth Tax-Efficiently
- Legacy Planning: Create Your Multi-Generation Wealth Transfer Blueprint
- Private Placement Life Insurance: The Ultra-Wealthy’s Secret Tax-Sheltered Investment
- Qualified Personal Residence Trust: Give Away Your Home But Keep Living In It
Charitable Remainder Annuity Trust: Create Income Now, Give to Charity Later
Download our free Legacy Angels Guide to Giving
Create generational wealth with purpose — through real estate planning that honors your values and your vision.
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
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!
