Proficiency Coaching
Transforms Lives
We are skilled and knowledgeable in the field of legacy planning. We show you how to strategize and execute the custom plan for you. Providing the resources to incorporate wealth transfer to the next generation.
Our coaching will help you develop an everlasting relationship with your grandchildren. They will profit from the distinct advantages you bring to their lives. Your work isn’t done grandparents you just get to enjoy it more.
"Good people leave an inheritance to their grandchildren, but the sinner’s wealth passes to the godly."
Proverbs 13:22 (NLT)
We Are Leaving A Legacy, Not A Bill
In order to leave a legacy, and not a bill, you must educate, equip and enlighten present and future grandparents. You will receive clear and effective information. Be prepared to learn how to protect your assets, avoid unnecessary costs and protect your families from losing their estates. It’s important to have the resources to help you in the estate planning process. Grandparents should have a blueprint to discuss and understand the different generations. Developing grandparents on how they can have a positive influence by offering love and guidance, imparting wisdom, passing on traditions, and making memories to value for the rest of their lives. You will be ready to start strengthening the community to reestablish their
estates, financial literacy and wealth transformation.
We can Help you with
We educate, equip and mentor present and future grandparents on how to leave a legacy for ….
“Build Up Those Around You”
Renee Summers
Our Mission
To help educate the community that with proper estate planning, you can make sure that when the time comes, your possessions and assets are distributed according to your wishes and desires. Upon their death that the support of their spouse and children will be honored, avoid unnecessary probate expenses, minimize the cost of estate taxes, and to transfer your property to your heirs and legatees. We simplify estate planning to give you peace of mind and to protect those you love when you are gone. In addition to estate planning, we provide a Next Steps workshop to help grandparents build memorable relationships with grandchildren, create wealth for grandchildren, academic guidance and becoming a healthy grandparent.
READY TO START?
You will be on your way to leaving a legacy, knowing you have a properly prepared plan in place that will give you and your family peace of mind.
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Make a decision
Secure your assets today! Plan your estate!
You should have a piece of mind knowing you will leave your family a plan that protects tomorrow.
Click the link now!
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Schedule a meeting
If you decide “YES”, I’m ready to learn more about estate planning. Don’t hesitate, just click the “Let’s Talk” today!
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Family Heirs Property
Family owned land that is jointly owned by descendants of a deceased person, but no one has a clear title. We can educate you how to get heir property in your name.
Let’s Talk
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Medicaid Recovery Act
Under certain circumstances, Medicaid can seek repayment of some costs for services after a recipient dies. Learn how to avoid this from happening to you.
Let’s Talk
Families I helped create a better legacy planning
Estate planning puts you in control no matter what the future brings, you
have worked too hard to get to where you are and now you are prepared for life.
Mrs. Summers, The Sanford family greatly appreciate the presentation you presented by Zoom on Estate Planning. The presentation was thorough as well as informative. The information provided on Probate, Trust, Living Will, Fire Proof File Cabinets, Documtations, Power of Attorney, to name a few, is extremely valuable. Words cannot express our gratitude. We appreciate the time you spent answering questions and making yourself available to any follow up that would be needed. I will certainly recommend you to family, friends, etc., so that they will be able to make informed decisions in their Estate Planning. Again, thank you for a job well done.
Renee Summer has a wealth of knowledge and insight in how one should execute a plan of leaving a legacy/living will for their loved ones. The kind of legacy/will you are leaving should be given with much fore thought. There are various steps, plans, etc., to look into to see if a plan is the right plan for you to invest in. After all, you don't want to negatively affect what may already be working and lose benefits that are rightfully do you or your loved ones. My experience with Renee was exceptional. It caused me to think and rethink about matters that affect the here and now as well as the future. You won't be disappointed in the expertise and wisdom of Renee!
Working with Renee Summers, The Proficiency Coach, has been a worthwhile experience. She is an
excellent teacher and communicator. She makes what most believe to be intimidating about Estate
Planning, very easy to understand! Knowing what legal documents to have in place and the actions to
take to make sure my parent’s wishes are clearly outlined, defined, and executed gives me reassurance
and peace of mind. Thank you, Renee! I’ll be sending more families your way!
I recently had the pleasure of attending the Estate Planning Seminar presented by Renee Summers. Estate Planning is a subject most people want to avoid but Renee immediately puts you at ease with her warm smile and caring attitude. Sprinkled throughout her presentation are gold nuggets of personal experiences which she gladly shares to help you maneuver through the various steps of estate planning. Renee does an outstanding job of sharing this invaluable information as she is knowledgeable, detailed, patient, and professional. I especially like that she takes the time to answer all your questions. If you are interested in leaving an inheritance and not a bill, I highly recommend Renee Summers and The Estate Planning Seminar.
“A good man/woman leaves an inheritance to his/her children’s children.” Proverbs 13:22
This scripture comes to mind to describe the Estate Planning Seminar, presented by Renee Summers, proficiency coach, Gramps 4 Growth.
Renee presented a wealth of knowledge on understanding Wills, POA’s, Probate, Trusts, Insurance .
Sign up for the course. Get your “complete house in order”, to have peace of mind, spiritually and mentally, so you can keep your “stuff” and leave a legacy and not a bill!
Thank you Renee, for sharing your knowledge and wisdom filled testimony‼️
READY TO START?
You will be on your way to leaving a legacy, knowing you have a properly prepared plan in place that will give you and your family peace of mind.