Welcome to Karmic Legacies
How would you like to be remembered?
How can you make a difference in people's lives?
What will happen to the estate you spent a lifetime building and caring for?
Karmic Legacies is driven to make positive and tangible change in people's lives.
We help you leave a lasting legacy. A legacy that people from around the world will continue to visit, read about, and sincerely appreciate for decades. If you have pets and are wondering what will happen with them after you're gone, we can ensure they continue to live at home with a Steward of your legacy.
See "Make My Home a Legacy" on our Services page.
When you Make Your Home a Legacy with Karmic Legacies, you help people who are facing financial hardship, rebuild themselves.
See "Become a Steward" on our Services page for how your legacy will help people rebuild themselves and set them up for success.
Preserve Your Legacy with Purpose and Vision
At Karmic Legacies, we believe your wealth is more than just numbers—it's a powerful tool to reflect your values, and give back to the world in meaningful ways. Our team specializes in legacy estate planning, philanthropic financial strategies, and solutions that ensure your life’s work makes a lasting impact for generations to come.
Whether you're curious about what legacy planning is or you’re ready to implement a full-scale plan, we’re here to guide you—thoughtfully, ethically, and strategically.
Philanthropic & Charitable Planning Services
Giving back should be rewarding—not complicated. Our team specializes in philanthropic financial planning to help you give with confidence and clarity. Our main objective and services include:
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Preserving your legacy and your family property.
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Providing rent-free housing for people who are getting out of debt and working to rebuild their credit.
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Integrating giving strategies into estate planning
Should donating your estate to the cause of providing rent-free housing not be feasible for any reason such as location and logistics, we offer a plan-b for your estate planning. These other rewarding services include:
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Donating the remaining funds to a charity or another cause of your choice.
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Donating the remaining funds to a person or persons of your choosing.
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Donating the remaining funds to Karmic Legacies to support their vision of helping people get out of debt and rebuild their credit.
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Donating the remaining funds to a combination of some or all of the above.
No matter your cause—whether it's the environment, education, health, or faith—we help ensure your generosity is impactful and intentional.
What Is Legacy Planning?
Legacy planning goes beyond traditional estate management. It’s a holistic process that helps individuals define how they want to be remembered—financially, spiritually, and socially. While standard estate planning focuses on asset distribution, legacy planning includes elements like:
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Multi-generational wealth transfer
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Ethical wills and personal stories
At Karmic Legacies, we believe the donation of your life’s work can hold deeper meaning by ensuring your contributions go further. We have solutions to multiply the effect of your donation, positively affecting multiple generations.
How We Work
At Karmic Legacies, we blend estate planning with heart-centered values. You won’t find one-size-fits-all solutions here. Instead, we bring:
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A holistic, values-first approach
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A network of trusted attorneys, accountants, and advisors
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Genuine care for your vision and your legacy
Planning your legacy isn't just a financial task—it's an emotional and spiritual one. We treat it that way.
Who We Serve
Our clients include:
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Individuals looking to protect and pass down generational wealth
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Retirees interested in creating positive change with the assets they’ve built
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Individuals looking to preserve their life story
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Donors wanting to maximize the impact of their gifts
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Individuals exploring legacy planning for peace of mind
No matter your stage in life, if you care about making your money meaningful, you’re in the right place.
Start Your Legacy Journey Today
You don’t have to be wealthy to make a difference. Legacy planning is for anyone who wants to leave the world better than they found it.
Schedule your free consultation and let’s begin crafting a plan that reflects your values and honors your vision.
Together, we’ll turn your life’s work into a karmic legacy that lasts.