FBF16 – A Values Based Approach to Inheritance

by Jake Carlson | Posted on

[callout]This episode originally appeared on the Family Before Fortune Podcast which is now the Modern Leadership Podcast. To listen to Modern Leadership click here. To see the Family Before Fortune Podcast archive click here.[/callout]

Values Based Planning

Jake Carlson | Podcaster | Speaker | Leadership Mentor

FBF Episode 016: Values Based Estate Planning

Jake Carlson | Podcaster | Speaker | Leadership Mentor         Jake Carlson | Podcaster | Speaker | Leadership Mentor        
FBF Episode 016: Values Based Estate Planning           FBF Episode 016: Values Based Estate Planning          
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    Episode Summary:

    In this episode of the Family Before Fortune Podcast we talk about a Values Based Approach to Inheritance. How we can pass on our values, along with our valuables, to the next generation. This is a shift in estate planning philosophy that is having a huge impact

    On my bookshelf:

     Start With Why by Simon Sinek

     Main topic:

    For this weeks episode I tried something a little different. I used a PowerPoint slide show to outline the message. To get the slides you just need to click here

     Outline and Slides for this Episode

    Quote of the week: “We, even we here, hold the power and we bear the responsibility.” Abraham Lincoln

     Items Mentioned in the podcast:

    Simon Sinek Ted Talk (over 4 million views)

    About the author

    Jake Carlson is a popular speaker, accountability partner, and host of the Modern Leadership podcast. Jake built his business while traveling with his family around the world. Follow him on Facebook, Twitter, Instagram or LinkedIn. Read more about him here.

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