Description

As a CPA and business consulting firm, nothing gets the folks at Rea & Associates more excited than a good plan. So, since everyone is starting to look forward to 2020, we think this is a great time to get better acquainted with legacy family planning — and you can really never start thinking about your legacy too early.

Darlene Finzer, a principal and legacy training specialist at Rea, joins the show to share her insight on this important but oft-procrastinated topic.

Listen to this episode of unsuitable to learn:

• What exactly legacy family planning is and how it’s different from estate planning (which is also important)
• Three different approaches to leaving a legacy
• Four steps to a living legacy

Learn more about this topic:

• Listen: “Episode 205: What Is An ESOP & How Does It Work?”
• Read: “What Legacy Do You Want To Leave?”
• Read: “How To Lay The Foundation For Transition”

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