Passing Down More Than Money: Values, Legacy & Trusts w/ Iran Harvell

Episode 043: In Part One of this series, Iran Harvell reminded us that estate planning isn't really about documents—it's about people. Today, we take the next step. Before we talk about trusts, revocable versus irrevocable, or any of the legal strategies families use to protect their wealth, we start with a much more important question: What is your money for? One of the greatest gifts my parents gave my siblings and me wasn't financial. It was clarity. Together, we created a family legacy do...