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Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!
I'm so excited to share with you guys that I will be hosting my first event, The Ambitious Legacy Event, on April 23rd at The Mezzanine in NYC! Tickets are on sale now!
The event will be focused on building a holistic legacy as it relates to relationships, spiritual health, finance, and mindset. The event will include panel discussions, networking, a fundraiser, food and cocktails, and so much more! You don't want to miss this opportunity to learn more about how you can build your ambitious legacy!
You can purchase your ticket here now!
Speaking of building legacies and legacy planning, I recently had a call with a potential client, and it got me thinking about people who have, or who are looking to have a legacy plan in place that includes a trust. Although a trust can be a great tool to incorporate in your planning, and can help keep your family out of court (probate), they can only be effective if set up correctly.
So tonight I'm going to be talking about what a trust is and how it can be an effective vehicle in legacy planning, what a trustee, successor, beneficiary, and pour-over will is, and why it's not only important to have a plan in place, but to ensure it's done correctly- no DIY!!! Remember, you won't know if something goes wrong until it's too late!
Thanks for tuning in and don't forget to rate and subscribe!
I'll see you on April 23rd! Purchase your ticket here!
IG: @sabinethepurposelawyer
Website: www.sabinethepurposelawyer.com
Email: [email protected]
Law Firm: www.theambitiouslegacyfirm.com
By Sabine the Purpose Lawyer5
88 ratings
Hey friends, welcome back to another episode of the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose!
I'm so excited to share with you guys that I will be hosting my first event, The Ambitious Legacy Event, on April 23rd at The Mezzanine in NYC! Tickets are on sale now!
The event will be focused on building a holistic legacy as it relates to relationships, spiritual health, finance, and mindset. The event will include panel discussions, networking, a fundraiser, food and cocktails, and so much more! You don't want to miss this opportunity to learn more about how you can build your ambitious legacy!
You can purchase your ticket here now!
Speaking of building legacies and legacy planning, I recently had a call with a potential client, and it got me thinking about people who have, or who are looking to have a legacy plan in place that includes a trust. Although a trust can be a great tool to incorporate in your planning, and can help keep your family out of court (probate), they can only be effective if set up correctly.
So tonight I'm going to be talking about what a trust is and how it can be an effective vehicle in legacy planning, what a trustee, successor, beneficiary, and pour-over will is, and why it's not only important to have a plan in place, but to ensure it's done correctly- no DIY!!! Remember, you won't know if something goes wrong until it's too late!
Thanks for tuning in and don't forget to rate and subscribe!
I'll see you on April 23rd! Purchase your ticket here!
IG: @sabinethepurposelawyer
Website: www.sabinethepurposelawyer.com
Email: [email protected]
Law Firm: www.theambitiouslegacyfirm.com