Business Legacy

Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focusing on the human elements that transcend financial wealth. Kevin's unique strategy involves cultivating ongoing relationships with clients, ensuring their estate plans reflect evolving family dynamics and priorities.

Explore the innovative "My Family, My Wealth" program, which empowers families to manage and maximize their wealth across generations. This conversation delves into the complexities of modern family definitions and the importance of flexible estate planning. Kevin offers practical insights into engaging family members in meaningful wealth discussions, ensuring the continuity of values and goals. You'll be inspired by stories of families using opportunity trusts to create significant, positive impacts, proving that legacy is about more than money—it's about nurturing potential and fostering enduring family bonds.

Timestamps

00:00:00 - Introduction and Welcome to the Business Legacy Podcast

00:00:05 - Kevin Quinn's Journey from Pilot to Estate Planner

00:05:17 - Introduction to "My Family, My Wealth" Program

00:07:00 - Modern Family Structures and Evolving Estate Plans

00:11:30 - Engaging Family in Wealth Discussions and Philanthropy

00:16:47 - Creating Legacy Through Family Wealth and Opportunity Trusts

00:19:30 - Kevin's Personal Journey and Expanding Legal Practice

00:21:00 - The Impact of Family Wealth on Community and Generations

00:24:00 - Kevin Quinn's Vision for Helping People Realize Their Potential

00:27:00 - Where to Find More Information About Legacy Counselors and the "My Family, My Wealth" Process

00:28:00 - Closing Remarks

Check out My Family, My Wealth Program here: https://legacycounsellors.com/my-family-my-wealth/

Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.

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