Module 06 · Forecasting

Simulations

Stress-test your plan against markets, health shocks and tax regimes.

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Module 06 · Forecasting

Inside Simulations

Designed for the moment you will need it most — not the moment it was bought.

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Market scenarios2008, 2020, custom drawdowns and recoveries.
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Health shocksMajor diagnosis, long-term care, premature events.
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Tax regime changeEstate tax sunset, state migration, federal shifts.
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Lifestyle driftTravel, education, philanthropy and major purchases.
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Side-by-side compareTwo strategies, one chart, plain conclusions.

Simulations

2008 reduxSurvives · 87%

Long-term care, 6 yrsStresses · 62%

Estate tax sunsetMitigated · 91%

Both children to private collegeWithin plan · 94%

A real moment

One household's experience with Simulations.

The Reyes FamilyTwo children, two careers

A diagnosis they didn't expect

When the principal received an early diagnosis, Simulations modeled six years of private long-term care in 90 seconds — and named the three accounts to draw from.

Before Legacy SageSpreadsheet panic

→

After Legacy SageA clear, named plan in 90 seconds

SimulationsLiving LedgerCare Protocol

See Legacy Sage with your own family in mind.

A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.

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