Protect your family. Plan your legacy.
Through Smart Money Consultants, Laurie helps families understand wills, trusts and beneficiaries in plain English, so the people you love are taken care of no matter what.
Start here
Hear from Laurie about why she helps families plan ahead, and how to take your first step.
Laurie's welcome video is coming soon
Different tools. Different purposes.
Most families have one of these, or none. Laurie walks you through what each one does so you can choose with confidence.
Will
Your instructions for who receives your assets, and who cares for minor children.
Living trust
More control and privacy. A trustee manages assets during your life and after.
TOD
Transfer-on-death names a beneficiary for eligible assets like real estate or brokerage accounts.
POD
Payable-on-death names a beneficiary for bank accounts like checking and savings.
Beneficiaries
Life changes. Make sure the names on your accounts and policies are still the right ones.
Not sure what you have? Book a free 15-minute call and Laurie will help you see where you stand.
Book a free callHelping families plan, protect and grow
Laurie Goodman founded Peach Legacy Group to bring everything she does under one roof: helping families plan and protect their future through Smart Money Consultants, and opening doors through travel with Peach Travel Pro.
Her message is simple. It is never too late to get your money straight, and planning today is one of the most loving things you can do for your family.
Choose your stream
Start with one. Add more as you grow.
Plan your legacy
Wills, trusts and beneficiaries explained simply with Smart Money Consultants.
Explore Smart Money TEarn through travel
Build income and relationships with Peach Travel Pro.
Explore Peach Travel Pro CTalk to Laurie
A free 15-minute call to see where you stand and what to do next.
Book a call ECome to an event
Meet local business owners and learn alongside them.
See eventsNetworking Night · Thursday, December 3 · 6–8 PMAspirations Winery, Clearwater. Free to attend. Meet local professionals and business owners. Bring your business cards.
RSVP on EventbritePlan smarter. Protect your family.
Get Laurie's plain-English guides on wills, trusts and beneficiaries, plus invitations to her free local events.
- Simple estate planning guides and checklists
- Money tips you can use right away
- First invite to the next networking night
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