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On Purpose, with Purpose
- A Timeless Guide to Lifestyle and Legacy Planning
- Narrated by: Becky White
- Length: 1 hr and 6 mins
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On Purpose, with Purpose
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Summary
You can have a life of impact that lasts generations.
Estate and charitable planning are not just for the wealthy - it's for everyone.
In this brief introduction, Laura Waller guides the listener through the basics of examining and planning a life with meaning that will leave behind more than just an inheritance - but a true legacy. Gain insight on how to assess not only your valuables but your true values.
Find out how to make the key decisions to build a team and take action in securing your future and that of your family, business and community.
Topics covered are: assessment of values and worldview, ethical wills, basic estate planning documents that everyone needs, structured philanthropy, and finding the right advisor.