Legacy Planning Tips: Combining Purpose and Passion

If you’ve heard the term “legacy planning,” you might think it’s interchangeable with “estate planning.” Though they are related concepts, they are distinct. In this episode, we explore going “beyond wealth” – and the traditional estate plan – to create a legacy plan that infuses purpose and passion, and serves as a testament to your values, beliefs, and the contributions you have made throughout your life.

For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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