1 hr 1 min
How To Get Wise For Your Legacy, with Barry S. Rutten, CFP® Design Your Legacy
-
- Society & Culture
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.
-
Generational wealth has many business owners worried. How can you keep your family together in the transfer of morals, ethics and values? One key is to include discussions in the legacy planning process to help all parties discover their feelings about money, disbursements and what it means to have access to wealth. The right intentions, written into your legacy plan, has the power to prepare the next generations to participate in a variety of ways, even in helping them understand the outcomes they desire translated into documentation.
In this week's episode, Angelina Carleton speaks with Barry Rutten, Co-Founder and Managing Partner of WealthDefense Financial Advisors. They share some legacy tips every business owner and affluent investor should incorporate when passing on their wealth wisdom through written letters to convey knowledge, morals and ideals. These strategies can include legacy events where family members are invited to discuss how the uncoordinated pieces can be integrated as well as to update wills to include guardianship. Listen in and discover how you too can encompass family with your estate and financial goals to help you make well-intentioned decisions no matter the fragmented pieces.
Access Barry’s "business owner blind spot" resources at www.wealthdefensegroup.com.
---
About Legacy Planning(c):
There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.
Our Story:
We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
Our Mission Statement:
Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.
-
When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.
-
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!
#humancapital #spiritualcapital #intellectualcapital
Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.
-
Generational wealth has many business owners worried. How can you keep your family together in the transfer of morals, ethics and values? One key is to include discussions in the legacy planning process to help all parties discover their feelings about money, disbursements and what it means to have access to wealth. The right intentions, written into your legacy plan, has the power to prepare the next generations to participate in a variety of ways, even in helping them understand the outcomes they desire translated into documentation.
In this week's episode, Angelina Carleton speaks with Barry Rutten, Co-Founder and Managing Partner of WealthDefense Financial Advisors. They share some legacy tips every business owner and affluent investor should incorporate when passing on their wealth wisdom through written letters to convey knowledge, morals and ideals. These strategies can include legacy events where family members are invited to discuss how the uncoordinated pieces can be integrated as well as to update wills to include guardianship. Listen in and discover how you too can encompass family with your estate and financial goals to help you make well-intentioned decisions no matter the fragmented pieces.
Access Barry’s "business owner blind spot" resources at www.wealthdefensegroup.com.
---
About Legacy Planning(c):
There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.
Our Story:
We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
Our Mission Statement:
Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.
-
When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.
-
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!
#humancapital #spiritualcapital #intellectualcapital
1 hr 1 min