The Art of Legacy: Effective Estate Planning for a Lasting Impact

In Episode 27 of the Inspired Money Live Stream Podcast, host [Host’s Name] is joined by Connie Inukai, Dr. Ross Andel, and Jamie Patrick Hopkins as they uncover the foundational aspects of effective estate planning and creating a lasting legacy. Segment 2, The Art of Legacy: Effective Estate Planning for a Lasting Impact, highlights actionable insights to guide you in securing a meaningful legacy that endures for future generations.

Our expert guests discuss crucial estate planning steps, from drafting wills to setting up trusts, to ensure your assets are distributed as intended. With practical advice on managing family dynamics, they emphasize clear communication and thoughtful planning to avoid potential conflicts. We also explore the role of philanthropy in extending values beyond your lifetime, while covering strategies to minimize tax burdens, preserve wealth, and enhance your estate's impact.

Through a blend of actionable steps and expert insights, this episode is designed to empower you to craft an estate plan that protects your legacy and aligns with your life’s values. Don’t miss this essential conversation on planning for the future with purpose and foresight!

Unlocking the Secrets of Successful Retirement

🌟 Meet Our Esteemed Guest Panelists 🌟

Connie Inukai, known affectionately as the "Grandmapreneur®," has carved out a remarkable second act following her retirement from a distinguished four-decade career in academia, where she taught Technical Writing at the University of Maryland and Johns Hopkins University. Transitioning from educator to innovator, she has become an award-winning inventor, author, speaker, and inspiration for retirees venturing into entrepreneurship.

Dr. Ross Andel is a prominent figure in the field of cognitive aging and dementia research, currently serving as a Professor at the Edson College of Nursing and Health Innovation, Arizona State University. His scholarly work is dedicated to exploring the risk factors associated with accelerated cognitive decline and impairment, with a particular focus on the impacts of work, retirement, and cognitive aging.

Jamie Patrick Hopkins is a distinguished figure in the realm of retirement planning, currently serving as the Co-Director of the New York Life Center for Retirement Income and a Professor in the Retirement Income Program at The American College of Financial Services. With a rich background that includes roles such as the Director of Retirement Research at Carson Wealth and a professor of Taxation. He holds an impressive array of qualifications including ESQ., MBA, CFP®, LLM, CLU®, ChFC®, and RICP®.

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🎥🌍📢 Co-Creating Podcasting Experiences!
Creative Collaborative Media Design

Episode Credits:
Host: Andy W
Animation and Design: Chad Lawrence
Executive Producer / Showrunner / Live Stream Editor: Bradley Jon Eaglefeather

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