Estate Expectations

Ep. 3 - Legacy Planning and Brand Building: Shaping the Future You Leave Behind


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In Episode 3, we venture into the world of "Legacy Planning and Brand Building." Discover how legacy planning extends beyond financial assets to encompass the values, stories, and the impact you want to leave behind. We'll explore examples of legacies that go beyond dollars and cents, such as charitable legacies and social causes. Learn how individuals and businesses can enhance their personal and brand identities through legacy planning, and hear inspiring success stories of those who've leveraged legacy planning for brand building. Plus, find out the long-term benefits of aligning estate planning with brand strategy. Get ready to shape a legacy that truly reflects you on Estate Expectations!

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Estate ExpectationsBy Elisabeth Pickle