Latest / Legacy Beyond Wealth with Rob Shelton
The Gift That Gives Twice — Turning Generosity into Legacy
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Many families want their wealth to do more than just transfer dollars, they want it to reflect their values. In this episode, Rob explores how generosity and legacy planning don’t have to compete with each other. You’ll hear how charitable lead trusts can support meaningful causes today while still providing for future generations. Tune in to discover how thoughtful planning can turn giving into lasting impact.
Here’s what we discuss in this episode:
💡 Impact & Legacy: Aligning…
The skinny
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