Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, ensure succession, communicate intentions, and continuously evolve. https://lnkd.in/eUFEe5bB Leave a lasting impact that inspires generations.
Danielle Page, CFP®’s Post
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Managing Director, Senior Resident Director - Helping Business Owners between $5mm and $25mm EBITDA Maximize their Exit
Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, help ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
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Founding Partner / CFP @ Jacobs, Coolidge, and Company, LLC | CFP
Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
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