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 access by subscribing to our website: www.designurlegacy.com!

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Legacy can often be a ‘throw away’ word in seeing how families are burying their heads in the sand, having no communication around future emotional wishes or missed communications as if the paperwork is supposed to do all the talking. Not only is there a lack of preparation in the largest wealth transfer that coming in the next decade, but parents aren’t passing on confidence alongside money and assets. And adult children can lose their mind when it comes to entitlement, no matter how much their behavior baffles others. Yet, do you really know what’s needed to take on the job of an executor when it’s more than a noble favor?

In this “Design Your Legacy” podcast, hostess Angelina Carleton speaks with David Edey from Quebec, Montreal (Canada) about his experiences in court when a will is not enough when a family breaks apart due to entitlement amongst siblings. Who pays the bills when the court steps in and no executor is named for investment properties or businesses? What truly happens when all of it comes to a grinding halt in the domino effect. The remedy is in family meetings, a cohesive culture where shared values are lived into and ‘how’ you leave others in the planning ahead of time. Tune in and hear the tips and insights that could save you heartache in breaking the cycle of silence around wounds and entitlement through even writing legacy love letters.

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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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