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 immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes!

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A generational legacy strategy isn’t about knowing all the answers—it’s about asking better questions. With $124 trillion about to be passed on to the next generation, where is the education to help you deal with the complex challenges as well as relationships? Are the stories you’re telling yourself helpful or a hindrance? Creating the right team around you, for trust and partnership, can allow you to balance your gifts, wisdom and identity to that of your larger family. And what does the phrase ‘adult in the room’ actually mean?

In this episode, hostess Angelina Carleton speaks with guests Jake Morrill and Jonathan Scoonover about how money can expose family fractures just as how a great philanthropic plan can bring forth everyone’s passions. With great abundance comes great responsibility. When you can define what it is you care about in values, focus areas and mission – isn’t this what all of our hard work is for? What is the real difference you would like to make? Tune in for a dynamic conversation about how your legacy could be about anxiety, shouting and outrage or, more trust between people and more families healed. Learn more about Jake at www.gentogenleadership.com. Learn more about Jonathan at https://1010strategies.com.

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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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