iN-Balance LLC

Let's get organized. Download the LegacyPath App. Help us reach 1MIL subscribers. 🙏

Only 6 days left until tax season is officially over.

Taking a quick break from tax season to share something important—beneficiaries.

A beneficiary is who receives your assets when you pass away, and if set up correctly, those assets can avoid probate and go directly to your loved ones.

Make sure your life insurance, retirement accounts, bank accounts, and investments all have updated beneficiaries.

And if you have a trust, don’t forget—you must transfer your assets into it. Otherwise, it doesn’t work the way you intended.

Small steps now = less stress for your family later 💛

Let's get organized. Download the LegacyPath App. Help us reach 1MIL subscribers. 🙏

Starting a business is exciting… but protecting it is just as important.

Your LLC, your EIN, your documents—would your family know where to find everything if something happened to you?

The LegacyPath App helps you organize it all in one secure place—so the people you love aren’t left guessing.

Build it. Protect it. Share it. 🤍

Do you have a life insurance policy? And should you get one?

If you do, add it to the LegacyPath App. If you don't, get one.

What is a 529 plan and why you should set one up for your children (especially if they are young).

Once established, add it to the LegacyPath App so your children/family know about it.