In this episode, we talk with Donna C. Watson, author of “My Legacy Experience: How my Mother’s Life Prepared Me For Her Death.” This powerful conversation provides a solid overview of the importance and need for a roadmap for all of us to ensure our Legacy is set and ready for what comes, planned and unplanned. 

Donna is an estate planning attorney who has spent her career guiding others through their financial decisions and goals. At the Country Club Trust Company, she serves as a Trust Administrator where she oversees the day-to-day administration and operation of various trusts, estates, and charitable entities. She is a well-known speaker throughout the Kansas City, MO community, sharing her knowledge to help others avoid common pitfalls.


Donna opened her consulting firm, The Legacy Experience, in 2017 to provide estate planning resources to her community. 


Today she shares with us how she began her legal career and takes us through a candid account of the legal, financial, and emotional components of estate administration and how to create your LEGACY.

What to Listen For

• Introduction – 2:22
• Donna’s story – 3:50
• The legacy experience – 6:10
• My mother, my inspiration – 8:30
• What legal documents should I have – 12:15
• Are you building an estate? – 15:20
• Be gracious givers – 16:03
• A is for…. – 17:36
• Understand the character of the assets you have – 18:05
• How to start that hard conversation with your family – 21:40
• Summing it all up – 27:02

Leaving a legacy is more than just a financial decision. It’s about creating a character, spiritual, and charitable legacy.

 

Resources from this Episode

• More about Donna C. Watson and My Legacy Experience
• Order your copy of “My Legacy Experience: How my Mother’s Life Prepared Me For Her Death” to learn more about how to create your legacy.
  
  

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