How To Get Wise For Your Legacy, with Barry S. Rutten, CFP®

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - 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. --- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.