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What Does Legacy Mean To You
Manage episode 358453273 series 3345764
Contenido proporcionado por Carol Dewey. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Carol Dewey o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
On this episode of Navigating an Abundant Retirement Radio, host Carol Dewey shares her passion for legacy planning and how it goes beyond just leaving assets behind. She tells the story of her family's legacy, including the success and eventual downfall of her great, great, great grandfather's print and book binding business. Carol emphasizes the importance of communication and planning in order to avoid mistakes that can cause financial stress and family turmoil. She also highlights the significance of leaving behind family values, virtues, and traditions. To assist her clients in reaching their estate and legacy planning goals, Carol works with her son-in-law, an estate planning attorney, and has all necessary advisors under one roof for better communication and results. Tune in to hear an interview with Carol's son-in-law on the Legacy Leaders Podcast, where they discuss estate and legacy planning strategies and objectives. Carol believes that legacy planning can mean different things to different people, from leaving a financial legacy to worthwhile organizations, to leaving an inspirational legacy through sharing a life well-lived. As Carol says, "There's no reason that that company shouldn't still be thriving today."
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