Episode 9: Building a Better Tomorrow - Leaving a Legacy

Host: Sidney Wheelan

This episode explores the concept of legacy building through community service, charitable giving, and estate planning.

Key Points:

• Legacy giving goes beyond financial impact; it's about leaving a lasting impression that inspires others.
• There are many ways to give back, including volunteering, donating time or money, and sharing your talents.
• Charitable giving through estate planning allows you to designate a portion of your assets to causes you care about.
• Charitable giving reflects your values and passions.
• Consider setting up a scholarship fund or a fund to support a specific cause you care about.

Examples:

• A client who set up an animal fund to ensure her pets were cared for after her death and also provided funds for spaying/neutering pets in the community.
• Setting up a scholarship fund to support students in a particular field of study or from underprivileged backgrounds.

Call to Action:

• Get involved in your community.
• Donate to your favorite organizations and causes.
• Consider estate planning to leave a lasting positive impact.

Contact Information:

• Please feel free to Contact Us to learn how we can help you support the people and causes you care about for generations to come.

WheelanLaw.com

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.