Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com!

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Franchising isn’t just an asset class for our portfolios – private equity is getting in on it. Suddenly, the unsexy has become sexy. Driveway coating. Oil change services. Pet grooming. Love them or hate them, franchises are not just proven business models for purchase, they offer tax advantages such as building cash flow, building a business you can sell and an opportunity to leave a corporate career. So, who is buying and how can a franchise fit into your legacy plans?

In this episode, hostess Angelina Carleton and Jon Ostenson discuss how individuals from their 20’s to their 60’s are today’s investors and how to succeed. From being a semi absentee owner, in hiring the right General Manager, to being ‘teachable’ in following a proven model, they explore this alternative investment. Tune in to find out how Jon is incorporating franchise stacking in his legacy strategy and the three powerful questions he asks so he can leave the legacy he desires.

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At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

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