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In this conversation, Jesse and Paul Roldan delve into the deeper meaning of legacy beyond mere asset transfer. They discuss the importance of reframing legacy to include values, purpose, and impact on society. The conversation shifts to the complexities of family dynamics in estate planning, emphasizing the need for open communication between generations. Finally, they highlight the significance of educating the next generation about wealth responsibility and the importance of creating an environment that fosters appreciation and understanding of financial matters.
“Legacy planning often happens in a vacuum — but the most powerful legacies are built through conversations across generations.”