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Success Leaves Clues - Ep231 - "Family Wealth vs. Family Dynamics" with guest Andrea Love, President/CEO of Legacy Private Trust
Manage episode 464321660 series 3051853
Innhold levert av Robin Bailey & Al McDonald and A Starting with One Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Robin Bailey & Al McDonald and A Starting with One Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
What happens when family wealth meets family dynamics? Estate planning isn’t just about assets—it’s about navigating relationships, responsibilities, and the unexpected challenges that come with managing a legacy. In this episode, hosts Robin and Al welcome Andrea Love, President and CEO at Legacy Private Trust.
The conversation delves into the complexities of estate planning, the role of independent trust companies, and the importance of having professional help in managing estates. Andrea shares insights on the challenges faced by executors, the significance of family dynamics in estate administration, and the need for open communication about financial matters within families. The discussion also highlights the accessibility of trust services for individuals of varying net worth and the importance of instilling values in future generations. Andrea's personal journey into the trust business adds a unique perspective to the conversation, emphasizing the importance of legacy and planning for the future.
"...this idea of a simple estate, it's not a thing." ~ Andrea Love
Brought to you by Aria Benefits and Life & Legacy Advisory Group
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