Ep 76: Crafting a Meaningful Legacy: Estate Planning Beyond the Documents Roundtable

Are your assets destined for the right hands, and does your family understand the values guiding their inheritance? We’re here to make estate and legacy planning less daunting and more meaningful. With the help of Bonnie, Kristen, Cam and Rich, we navigate the intricacies of ensuring your legacy is preserved and cherished just as you envision. This episode is a heartfelt journey through the significance of passing down values and maintaining family unity.
Expect to pick up some tips on the following:

  • The ongoing conversation about aligning those estate documents with the heartbeat of your family
  • The necessity of communicating your vision and intentions
  • Exploring how a family constitution could be vital in preventing discord and ensuring your wealth serves its intended purpose
  •  Strategies for keeping your loved ones informed, united, and prepared to carry on your legacy without the burden of ambiguity or conflict
  • The practical steps of keeping your plan current with life’s changes
  •  The importance of collaborative professionals in crafting a plan that’s as detailed as it is flexible.

Discover the innovative concept of a family bank and how it can be integrated into your planning. This talk isn’t just about preparing for the inevitable—it’s about crafting a legacy that speaks across generations, imprinting your values and vision on the future.

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Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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