In this conversation, Marie Lovett and Kelsey Burke of Apricity Financial Planning have a deeply vulnerable chat about legacy and estate planning. They explore the emotional aspects of naming guardians for children and the essential estate planning documents families need.

A central theme of their discussion is that leaving a legacy extends far beyond money—it encompasses the values we pass down, the memories we create, the lessons we teach, and the impact we make on others' lives. Kelsey shares practical steps for starting the estate planning process while emphasizing the importance of having tough conversations about what truly matters: not just financial security, but the intangible gifts of wisdom, love, and family traditions that shape future generations.

This honest conversation encourages listeners to think holistically about the meaningful legacy they want to leave behind.

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