Most families want high levels of achievement and business performance from their members. But they can often overlook one of the biggest foundational pieces in creating long term success: cultivating a legacy through socio-emotional wealth! Incorporating in “non-financial well-being” metrics leads to more meaningful conversations about the ‘why’ and ‘how’ of decisions, work-life balance and peace of mind. But how can you start when there are ‘too’ high of expectations – and what does this look like as a structure and a way forward? In today’s episode, Angelina Carleton speaks with Laura and Riccardo Gambineri, the founders of Trusted Governance where they help families find their shared purpose and embodiment of triumph. With a background in ‘private placement’ insurance, they share how families who invest into their legacy tend to be more united, purpose driven and philanthropic. They also share their personal legacy visions and the core values that drive them in their life’s decisions! Tune in now to hear the success stories and how you incorporate these insights into your legacy! - Laura's Bio ("The Daughter"): Next to being the Founder of Trusted Governance, Laura Gambineri-Giese is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, her main areas of expertise include assisting HNWI’s professional advisors in the structuring of and around estate planning by enhancing the solutions with Private Placement Life Insurance with a particular focus on the US and UK. Laura maintains a global network and supports business partners in compliantly structuring wealth enhancing product designs for their clients in cross-border situations. In addition, she provides strategic advice, product design and structuring services for the Crown Global Life Insurance Group. Her higher education includes a Bachelor in International Business Management from the Euro-Business College in Hamburg, as well as a Master of Laws (finished with Distinction) from the University of Liverpool in International Banking & Finance Law. In addition, Laura is a TEP (Trust & Estate Practitioner) at STEP and has finished her Advanced Certificate (with Distinction) in Advising the Family Business as well as her Advanced Certificate (with Distinction) in Family Business Governance. Laura and Riccardo are not only connected by being family, but have been working professionally together for a decade. Riccardo's Bio ("The Father"): Next to being a Co-Founder at Trusted Governance, Riccardo Gambineri is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, Riccardo is the President responsible for the development and marketing of its Private Placement Life Insurance solutions issued by Crown Global and based in Zurich Switzerland. Riccardo joined Crown Global from Zurich Insurance Group Ltd., headquartered in Zurich, Switzerland, where he was the Head of Private Banking Solutions in Germany, Austria, Switzerland and the Northern and Eastern European countries. He was responsible for developing and distributing tailored private banking insurance solutions. Riccardo has also held senior management positions at SWIFT, Clearstream Banking, Deutsche Börse AG, Capco and Commerzbank AG in Frankfurt, where he was Senior Vice President, investment banking. He enjoyed further and higher education at University of Applied Sciences in Stuttgart Germany, Executive School of Management, University of St. Gallen in Switzerland, Vlerick Leuven Gent Management School in Belgium and was awarded from the University of Liverpool in England the Degree of Master of Laws in International Finance and Banking Law with Distinction. - About Legacy Planning(c): There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience freedom, fulfillment and satisfaction. Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life. - If you need great coaching around planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - retain a Legacy Planning© advisor today at DesignUrLegacy.com.

Are you struggling to create good family council meetings, to build on your written charter and constitution? What does it take to make your family business last 8 generations? No matter your industry, there can be seasons of family pruning just as there are times which it’s wise to not let discord from the board meetings impact the family time together. In today’s episode, Angelina Carleton speaks with Martha Stice, a 6th generation family shareholder of Siemer Milling Co., a leading processor of soft wheat flour in the US. She is the founding chair of the Siemer Family Council, and a director of Siemer Milling. While her primary focus has been the care and education of her 5 children, a touchstone of Martha’s vocation is community development and group governance. In numerous venues she has worked diligently to bring people together to both share life and also accomplish group goals. Her most important effort to date has been the collaborative effort to develop the Siemer Family Council and chair its work to see the extended Siemer shareholding family come closer together and carry our shared values into the next generation. Martha graduated from Baylor University with a Masters in Social Work. She has also completed the Family Governance Leadership Institute at Loyola University, Chicago. Listen in to learn how you can move through unexpected board meeting conflicts with candid, kind honesty and find the vulnerability to create new conversations to best prepare the Next and Now Generations. Learn more at www.siemermilling.com. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Most families only know their priorities when it comes to their work life. If you want to see total family health though in your relationships, to build on your already great habits, then you need to make your values a priority as well as a set of goals. But how can you know which values to protect and not compromise on when tested? If you’re not careful, you could end up with losing out on this precious time to build relationships when we can learn about one another’s visions through 8 workshops. In today’s episode, Angelina Carleton speaks with Alex Kirby, CEO of Total Family Management. He walks the listeners through an introduction of clarifying your values so as to leverage them to help you make decisions. Because no one says “more money” after a health scare, loss or car accident. You’ll learn how your legacy’s value includes more than just AUM (Assets Under Management) and how family coaching can add to your growth mindset for those whom are open to new ideas! If family therapy is not what your family needs but rather a process to stay proactive, then this episode is for you! - Alex Kirby is the Founder and CEO of Total Family Management. TFM is an expert-led, virtual workshop service for individuals and households that reduces burnout and clarifies connection, values and goals. Prior to this role, Alex worked as VP of Sales for Sandler and in commercial banking. He is a graduate of the University of Maryland in accounting and business management. Learn more at https://www.totalfamilymgmt.com. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

There is a fundamental problem that many investors encounter: their inability to find great assets under pressure when the clock is ticking during a 1031 exchange. A truly successful investor though knows all their options including private placement securities such as DST’s (Delaware Statutory Trusts) as well as a 721 exchange. In this episode of the Design Your Legacy podcast, Angelina Carleton speaks with Jim Whitesides. Jim talks about how DST’s can include up to 50 properties in one entity and how they offer access to much higher quality real estate. By owning 7 or 8 DST’s himself, Jim delves into the story of how he was at ground zero in his knowledge in the past but today, can walk other investors through the benefits of this asset. In this discussion, you'll gain invaluable insights in how you too can diversify your investments while lessening your day to day operational responsibilities. Tune in to discover how DST’s can allow you to enjoy life more and how Jim is defining, developing and executing his legacy based on his values. - Mr. Whitesides attended the U.S. Naval Academy, graduating in 1983 with a B.S. in Systems Engineering. After graduation Jim entered nuclear power training and eventually served on the ballistic missile submarines USS Georgia and USS Tennessee, qualifying as Reactor Plant Engineer, Strategic Missile Officer, and Officer of the Deck. After leaving the service, Jim attended the New York Institute of Technology and received his MBA while beginning his civilian career as a commodity broker in the oil and natural gas markets. Jim worked as a broker in New York and as a trader in Boston before moving to Chicago to work for Bank of America managing the oil and gas derivatives desk. Along the way, Jim earned his CFA (Chartered Financial Analyst) designation. From Chicago, Jim moved to St. Louis as President of Ameren Energy, the commodity trading subsidiary of the local utility. After leaving the energy markets, in 2003 Jim formed Ace Storage, a self-storage business in St. Louis, growing from one to seven facilities through acquisition and development before selling the business in August 2017. Since then, Jim has managed and acted as leasing agent for his own commercial real estate holdings and is a licensed Registered Representative with Great Point Capital. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Many business owners fear sharing their values openly in case their values aren’t shared by others. Or the ‘I will take care of it tomorrow’ causes a lack of productivity in designing one's legacy, because telling others ‘how you really feel’ can cause change that might not be met with acceptance! But when you hear the statistics these days, what got us here won’t get us there. That’s exactly why a one page road map - and walking you through the 6 steps – is so vital. In this podcast episode, Angelina Carleton speaks with Bradley Franc, Esq. about designing legacies when ‘fair may be equal but equal may not be fair’. When only 15% of failure is due to a technical issue, it’s time we spoke more into communication and trust so transitions from “He’s the Guy!” to “Who’s He?” can be easier in the reality of change. If you are a business owner, or a Next Gen, tune in now to learn how to get started in the conversations around succession. - Brad Franc is the creator of The Succession Solution and author of the best-selling book “The Succession Solution: The Strategic Guide to Business Transition”. Brad is a strategic business advisor who has directly led hundreds of clients through The Succession Solution and helped facilitate quarterly strategic meetings for over 30 years. He is a seasoned entrepreneur, best-selling author, attorney, and CPA (inactive) with proven abilities in business, succession and strategic planning. Brad has formed four separate companies, two of which have been named nine separate times by INC Magazine as the fastest-growing companies in the United States. Brad also practices in the Business Law and Estates and Trusts Groups as a Director at Houston Harbaugh P.C., Brad works extensively with closely-held businesses, business owners and affluent individuals, to strategically integrate business, estate, and charitable planning objectives. In addition to his business ventures, Brad is a sought-after speaker and has been featured on Bloomberg television, Sirius Radio, Young Presidents Organization, and other local radio shows, television programs and podcasts. He has also been written about and published in Forbes, Fox News, U.S. News & World Report, and the United States Supreme Court. Brad has sat on many boards throughout his successful career. He is the former chair of La Roche University Board of Trustees and is currently on the finance council of Regina Coeli Parish. Download your copy of The Succession Solution at www.thesuccessionsolution.com. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more about designing your holistic legacy plan in advisory services, please visit http://www.DesignUrLegacy.com. We hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the affluent (HNW) to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy magazine), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

If you’re like most business owners, you’ve probably faced the long dark night of the soul – but you’re putting off distilling the life and business lessons with the man or woman in the mirror. Why? Because accepting new truths can be a bittersweet process or you want to meet expectations of others to be loved. But here’s the truth: if you can trust yourself to be real, your children will trust themselves more in your leading by example. You’re actually making the lives of the NextGen better and blessed when you overcome fear for freedom, self-learning and growth. In this week’s podcast, Angelina Carleton speaks with Winnie Chan Wang. In addition to multiple degrees from MIT and NYU, as well as her time working for Goldman Sachs, Winnie speaks into the impact of family, culture and society and how the pressure of not wanting to disappoint trapped her in not being able to design an authentic legacy. It was a time of courage and trials during and after divorce and having to deal with “team mommy” or “team daddy” – but these challenges allowed Winnie to define her legacy based on her values! And… many people don’t know where to start to rebuild to take action and heal. Tune in now to learn how to find your path forward! Learn more about Winnie at https://mindfulhealingheart.com. - A professor in acupuncture at the Alhambra Medical University in Los Angeles, California (USA), Winnie holds a Masters of Science degree in Oriental Medicine from Alhambra Medical University. She is the recipient of the President's Award for academic excellence and the Internship Award for her dedication in the TCM (Traditional Chinese Medicine) clinic.  Before starting her traditional medicine business, Winnie earned dual bachelor of science degrees in Computer Science and Finance from MIT, a master of science degree in Integrated Marketing from NYU, and has worked on Wall Street with Goldman Sachs. She is a doctoral candidate in Integrative Medicine. - There is a white space between financial planning and estate law where a consultant/advisor can expand the conversation around your holistic legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning with over 1,000 online sessions. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #divorce #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Where does one go to find inspiration and a reference point when the news of cancer arrives? Where might one start in ideas to create a more fulfilling present and future compare to spin out in fear? If you're like most entrepreneurs, there'll be internal conversations to realize your core values and boundaries to stop compromising. But there is also an opportunity to live into inspired action and create the impact you feel called to make while you are here. In today’s conversation, Angelina Carleton speaks with Crista Grasso, serial entrepreneur and founder of the Lean Out Method. She also happens to be a cancer survivor! Crista speaks about appreciating one of her best life experiences, a week at Necker Island with Richard Branson, to dive deep into business. Listen in to find inspiration for possibilities that you can develop and execute on now to no longer wait for permission to design a holistic legacy in the power of choice. Learn more about Crista at www.leanoutmethod.com or apple.co/3qbLX0v - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Are you crushing your or your family’s legacy under the weight of expectations? Don’t worry, this scenario is more common that you realize. Join us in this podcast episode for a conversation around “what does it look like for the Next Gen”, ‘what links you to those you love, in both immediate and extended family” and “how can you ensure your legacy is not a burden but rather something your children can add to so the family legacy can blossom”? Success as a wealth creator can come with prioritizing your business, almost to the point when it can become an extension of identity. This could be due to being able to make fantastic amounts of money for the first time or for reasons of wealth preservation. In becoming the parent of the business, you can find yourself later on with missing time in passing on values to your offspring. Will your kin know the value of an honest day’s work? Will they become good people or face a life of failing upwards? In this episode, we continue our legacy conversations with David Lenok, Esq., highlighting the top insights of what works to link the humans involved. Angelina Carleton speaks with Mr. Lenok, the senior editor of Wealth Management and a New York attorney. David’s experience in working with many families highlights the growing need for the human element(s) to be discussed, beyond just the four corners of a document. It’s about imparting values throughout one’s life in what was done to honor those values. And then, what values can be projected forward in passing on a philanthropic mindset. Applying your legacy ideals and principles creates the value, even taking the time to think about it because it’s easier to avoid it. Yet, knowing what guides you can inform what you do going forward. Tune in now to learn how you can involve the Next Gen if or when they are under involved … so all members at the table can evolve as whole human beings. As it is never too late to start, this podcast is worth a listen! Then, check out Mr. Lenok’s podcast, Celebrity Estates at https://podcasts.apple.com/us/podcast/celebrity-estates-wills-of-the-rich-and-famous/id1466224736 - David is a graduate of the Fordham University School of Law as well as Columbia University. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

When you need to create privacy and long-term benefits (for your beneficiaries), how do you commence a trust in the three foundational pillars? If you're like most entrepreneurs, you might not be sure where to begin from the personnel to the procedures of each party. But there's actually only few simple things to know, from the intentions in your trust indenture to the fact that said indenture can be amended if a grantor’s language is no longer relevant to the times! The good news? More money is kept in the long run if you can learn about and maintain a trust … for your privacy and the benefit of the beneficiaries. In this week’s conversation, Angelina Carleton speaks with Howard Hinman, a senior paralegal and a co-trustee to the Charles Arthur Enterprises. He happens to know a great deal about trusts from his decades of experience! Howard shares insights on how to design your legacy for continued success through a common law, irrevocable trust where the trust indenture language has enough specificity balanced with flexibility to stand the test of time! So whether you are a farmer, rancher or a business owner, listen in to hear insights on how to structure your future trust in looking ahead 60 or 70 years. If you want to learn how to utilize “spendthrift clauses” and how YOU can make more money with the collaboration of three trustees plus a Trust’s General Manager, check out this podcast episode. In Charles Arthur’s two books, much is explained in how to start with zero trust knowledge and move to having a common law, private trust that can also include your intellectual property. Purchase their newsletter (or their books) at https://passingbucks.com/main/newsletters. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip