ABOUT
At Valiant Legacy Consulting, we are dedicated to empowering the Black community to secure their financial futures and preserve their legacies. Our mission is to support individuals and families as they navigate the complexities of death, taxes, and estates, providing alternative estate planning services, valuable resources, and insightful discussions that positively impact our community with empathy.
Through our multi-channel approach, we offer comprehensive services designed to educate, empower, and advocate for our clients at every stage of their estate planning journey. We are committed to preserving not only our clients' financial assets but also their invaluable life stories, values, and wisdom.
When you choose Valiant Legacy Consulting, you are choosing a trusted partner deeply invested in your success and the well-being of our community.
Together, we can rewrite the narrative of estate planning in the Black community and build a brighter, more empowered future for all.
TUNE IN...
Thursdays @ 10:13 AM
Our podcast series, "Death, Taxes, and the Black Community" features candid and insightful conversations on topics such as death, estate planning, tax strategies, and insurance with a specific focus on addressing the unique needs and concerns of the black community.
"Education is the most powerful weapon which you can use to change the world."
Nelson Mandela
Next Date: TBA
Recommended Reading List...
- "Estate Planning Basics" by Denis Clifford
- "Plan Your Estate" by Denis Clifford
- "The Complete Guide to Planning Your Estate in a Digital Age" by Linda C. Ashar
- "The Living Trust Advisor: Everything You Need to Know About Your Living Trust" by Jeffrey L. Condon
- "Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide" by Deborah L. Jacobs
- "Estate Planning for Dummies" by N. Brian Caverly and Jordan S. Simon
- "The Executor's Guide: Settling a Loved One's Estate or Trust" by Mary Randolph
- "The Family Estate Planning Guide: How to Leave Your Legacy for Future Generations" by David Andrew Hunt
- "Retire Secure!: A Guide to Getting the Most Out of What You've Got" by James Lange
- "Beyond the Grave, Revised Edition: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others)" by Gerald M. Condon and Jeffrey L. Condon
Online Resources
- American Bar Association -Section of Real Property, Trust, and Estate Law: Provides articles, resources, and information on estate planning topics. Visit their website at www.americanbar.org.
- National Association of Estate Planners and Councils: Provides a directory of estate planning
professionals, educational resources, and articles. Visit their website at www.naepc.org. - Forbes - Personal Finance: Offers a dedicated section on estate planning with articles and guides. Visit their website www.forbes.com.
- Nolo - Estate Planning: Provides articles, FAQs, and estate planning tools. Visit their website at www.nolo.com.
- Internal Revenue Service(IRS) - Estate and Gift Taxes: Offers information, forms, and publications related to estate and gift taxes. Visit their website at www.irs.com.
- Estate Planning.com: Provides articles, resources, and a directory of estate planning professionals. Visit their website at www.estateplanning.com.
- Trusts & Estates Magazine: Offers articles and insights on estate planning topics. Visit their website at www.wealthmanagement.com.
Note: The provided reading list and online resources are for informational purposes only. It is always advisable to consult with an attorney or estate planning professional for personalized advice and guidance tailored to your specific situation.
Specific to the Black Community
RECOMMENDED READING LIST
- "The Living Trust Advisor: Everything You Need to Know About Your Living Trust" by Jeffrey L. Condon
- "Estate Planning for Blended Families: Providing for Your Spouse & Children in a Second Marriage" by Richard E. Barnes
- "The Color of Money: Black Banks and the Racial Wealth Gap" by Mehrsa Baradaran
- "Black Families in the Age of Mass Incarceration" by Vivian M. Nixon and Daryl V. Atkinson
- "Black Wealth/White Wealth: A New Perspective on Racial Inequality" by Melvin L. Oliver and Thomas M. Shapiro
- "The Legacy Continues: A Practical Guide to Preserving and Transferring Wealth for Black Families" by Tamara E. Holmes
- "The ABCs of Estate Planning for African Americans" by Kerry Johnson
- "Planning Your Future: A Guide for African American Seniors" by Arthalia O. Scates
- "Black Americans and the Mission of the Church" by Edward P. Wimberly
- "A Black Women's Guide to Estate Planning" by Karolyn A. Gazella
Continued...
ONLINE RESOURCES
- National Black Chamber of Commerce: Offers resources and information on business and personal
finance, including estate planning. Visit their website at www.nationalbcc.org. - National Urban League: Provides financial empowerment resources and programs, including guidance on estate
planning. Visit their website at www.nul.org. - African American Financial Capability Initiative: Offers educational resources and workshops on financial literacy, including estate planning. Visit their website at www.aafcinitiative.org.
- Black Enterprise: Features articles and insights on personal finance and wealth management topics. Visit their website at www.blackenterprise.com.
- The Association of African-American Financial Advisors (AAAA): Provides a directory of African
American financial advisors who can assist with estate planning. Visit their website at www.aaaaonline.org. - African American Estate Planning Network: Offers resources and information on estate planning for African Americans. Visit their website at www.aaepn.com.
- The Estate Lady: Offers estate planning resources and articles with a focus on diverse communities. Visit
their website at www.estatelady.com. - Essence - Wealth & Power: Features articles and stories on wealth creation and estate planning within the Black community. Visit their website at www.essence.com/wealth-power.
Blog Articles
Our blog is a valuable resource for the Black community, offering insightful articles, practical tips, and thought-provoking discussions on the complex topics of death, taxes, and estates. We aim to provide you with the knowledge and tools necessary to make informed decisions about your financial legacy, while also creating a space for meaningful dialogue and community engagement. From estate planning essentials to navigating the emotional challenges of loss, our blog is here to guide, support, and empower you every step of the way.
August 26, 2024Estate planning is an essential step in securing your financial legacy and ensuring that your...August 19, 2024In the ever-evolving landscape of personal finance, one topic often lingers in the shadows,...August 12, 2024When we think about building wealth and securing our future, we often focus on the here and now –...As Mother's Day approaches, we at Valiant Legacy Consulting take a moment to honor the...April 8, 2024April is Financial Literacy Month, and there's no better time to start thinking about your estate...March 15, 2024If you're part of the "sandwich generation" - caring for aging parents while still supporting...JOIN THE EMAIL LIST
Join our email list for the latest updates, exclusive offers, new releases & more.
CONTACT
For booking, media inquiries or to show some love, use the contact form below.
Privacy Policy
Effective Date: Updated 8/20/24
Introduction
At Tawanna | Valiant Legacy, your privacy is a top priority. We are committed to protecting your personal information and ensuring transparency about how we collect, use, and share data. This Privacy Policy outlines the practices we follow regarding the collection and use of your personal data when you interact with us through our services, including data collected via JotForm and social media platforms.
1. Information We Collect
We collect personal information that you voluntarily provide when you interact with us, such as when you fill out forms on JotForm, sign up for newsletters, register for events, or engage with us on social media platforms. The types of information we may collect include:
- Personal Identification Information: Name, email address, phone number, mailing address, and other contact details.
- Demographic Information: Age, gender, and other demographic data.
- Financial Information: Payment details for services purchased.
- Social Media Information: Data such as social media handles, profile information, and content shared with us on social platforms.
2. How We Use Your Information
We use the information we collect to:
- Provide and personalize our services to meet your needs.
- Communicate with you regarding events, updates, and offers.
- Process payments and fulfill transactions.
- Improve our website, services, and marketing strategies.
- Comply with legal obligations and protect our rights.
3. Sharing Your Information
We do not sell, trade, or otherwise transfer your personal information to outside parties except in the following circumstances:
- Service Providers: We may share your information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you. These parties are required to keep your information confidential and secure.
- Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
4. Data Security
We take data security seriously and implement a variety of security measures to maintain the safety of your personal information. Your data is stored on secure servers and protected from unauthorized access, use, or disclosure. However, please note that no method of transmission over the internet, or method of electronic storage, is 100% secure.
5. Data Retention
We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy, or as required by law.
6. Your Rights
You have the right to:
- Access, correct, or delete your personal information.
- Opt-out of receiving marketing communications from us.
- Restrict or object to the processing of your personal data.
- Withdraw your consent at any time, where we are relying on consent to process your data.
To exercise any of these rights, please contact us at [Insert Contact Information].
7. Use of Social Media Platforms
When interacting with us on social media platforms (e.g., Facebook, Instagram, LinkedIn), please be aware that your interactions are also subject to the privacy policies of those platforms. We recommend reviewing the privacy settings and policies of the platforms you use.
8. Links to Third-Party Websites
Our services may include links to third-party websites, plugins, and applications. Clicking on those links may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy policies.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
10. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
- Email: info@dtbcommunity.com
- Phone: (803)930-0711
- Mailing Address: 4508 St. Andrews Rd. Ste.E Columbia, SC 29210
Thank you for trusting Tawanna | Valiant Legacy with your personal information. We are committed to safeguarding your privacy and ensuring a secure experience with our services.
Proudly built with Strikingly