Legacy Made Simple

Legacy Made Simple was created to provide a solution for the wealth deficit of black and brown people, which is largely due to financial illiteracy, lack of awareness, resources, opportunities, and generational wealth creation. The goal is to bring the importance of legacy planning into focus and to break down the components in a way that makes it simple to think about, simple to execute and empowers people to clarify their generational impact which will be manifested by their legacy plan.

Legacy Made Simple was created to provide a solution for the wealth deficit of black and brown people, which is largely due to financial illiteracy, lack of awareness, resources, opportunities, and generational wealth creation. The goal is to bring the importance of legacy planning into focus and to break down the components in a way that makes it simple to think about, simple to execute and empowers people to clarify their generational impact which will be manifested by their legacy plan.

Dr. Jones is a Tax Attorney, Certified Public Accountant, Certified Fraud Examiner, Certified Tax Resolution Specialist, Wife, Mother of 6 and Epic Foodie. She is licensed to practice law in the State of Illinois, the US Tax Court and the US Supreme Court. Her practice specializes in saving people from the IRS. She pivoted her focus to include Coaching entrepreneurs to be positioned to write their business story without the IRS playing a role. Legacy planning was not a part of the business story entrepreneurs were writing. Dr. Jones believes she has a professional obligation and social responsibility to ensure that legacy planning is accessible, understood, and executed by entrepreneurs in black and brown communities.