Legacy Planning

06/06/2026

What if planning your legacy could be your next 'wellness practice' to become fully engaged with your life vs. burned out?

Many successful people spend years building wealth, businesses, and influence, yet still experience burnout, disconnection, and a lack of fulfillment. Drawing on the work of Neha Sangwan, this article explores how the six drivers of burnout often reveal deeper misalignment between achievement and pu...

06/05/2026

Many entrepreneurs excel at strategy, efficiency, and performance but struggle to create trust, loyalty, and genuine human connection. Many companies have excellent products and services but fail to differentiate themselves emotionally in the marketplace. Many founders build valuable businesses but lack a framework for preserving values, purpose, and love for their holistic legacy.

In this episode, hostess Angelina Carleton speaks with Sebastian Schelper to discuss how to craft your legacy, business and future as a creative fusion of art and science. So how do you bridge the gaps between leadership, emotional intelligence, and legacy? And what is the emotional value of your legacy? Tune in to find out!

Leadership, emotional intelligence, and legacy: Many entrepreneurs ...

06/01/2026

Many affluent individuals, couples and families are choosing to transfer wealth during their lifetime rather than waiting for inheritance. This article explores the deeper reasons why—from strengthening family relationships and preparing capable heirs to creating a living legacy that extends far beyond money.

Why are more affluent families giving away millions before they die? Surprisingly, it is often not about taxes. It is about witnessing impact, strengthening family relationships, transferring values, and preparing future generations for responsible stewardship. Today's most intentional families are....

05/30/2026

As rural communities across Italy face abandonment, rising energy costs, and disconnection from sustainable living, Foppe Seekles and his wife Nancy Stewart, share how they are solving this for their Legacy as well as the Legacy of future generations.

https://youtu.be/8t52PNWdbQo

05/27/2026

Today’s affluent individuals, couples and families want more than financial capital preservation — they want emotional continuity, family harmony, succession clarity, and a legacy that endures for years to come. As courts increasingly recognize care-giving, emotional bonds, and family dynamics in inheritance and business disputes, holistic legacy planning is becoming essential. The future of wealth preservation is no longer purely financial. It is relational.

This article explores the hidden emotional and structural risks that quietly generational wealth, and offers 10 coaching questions at the end to start your legacy planning today. For HNW individuals focused on continuity, stewardship, and family legacy, these insights may prove more valuable than investment strategy alone.

https://www.angelinacarleton.com/post/the-new-priorities-of-today-s-high-net-worth-client-emotional-bonds-and-the-future-of-legacy

Today’s affluent families want more than wealth preservation — they want emotional continuity, family harmony, succession clarity, and a legacy that endures across generations. As courts increasingly recognize care giving, emotional bonds, and family dynamics in inheritance and business disputes...

05/22/2026

What happens when a man is fired at 63 and realizes the money he spent a lifetime earning will not last?

In this powerful episode of Design Your Legacy, hostess Angelina Carleton speaks with David Nassief as he shares how fear, uncertainty, and a collapsing financial future forced him to simplify everything he thought he knew about wealth and his skills in building it. Instead of chasing risky trends or complicated strategies, David built a simple “One-Page Wealth Compass” that transformed his financial life and helped him become a millionaire within six (6) years. His story reveals why discipline can beat income, how simplicity can outperform complexity, and why it is never too late to design your legacy. Whether you are 25 and trying to escape the “cubicle-for-life” trap or 55 and worried you started too late, this conversation offers a practical and honest roadmap toward your financial freedom and your legacy!

https://podcasts.apple.com/us/podcast/its-not-a-time-thing-re-your-legacy-with-david-nassief/id1562218846?i=1000769149811

05/20/2026

Because wealth transfer is not just a financial event — it is a deeply human one. This article challenges the traditional assumptions of legacy planning and explores why preserving family continuity requires more than documents, investments, and estate structures; it requires intentional development of the people inheriting the legacy.

https://www.angelinacarleton.com/post/when-success-stops-feeling-like-enough

An estimated $68–84 trillion is transferring between generations, yet most wealth disappears within three generations. The problem is rarely financial strategy alone. It is the human side of wealth transfer that families often fail to address: communication, stewardship, identity, purpose, emotion...

05/16/2026

As AI disruption, workforce instability, and cultural disconnection continue to reshape society, this episode with Dr. Jennifer Berry explores why true resilience begins with how we develop human potential, leadership, and adaptability from an early age. Listeners will gain a powerful perspective on how legacy-driven thinking, education, and community collaboration can help solve today’s growing challenges around purpose, talent retention, future readiness, and long-term societal impact.

https://podcasts.apple.com/us/podcast/designing-resilient-legacies-thru-stem-with-dr/id1562218846?i=1000768031841


SmartLab

05/13/2026

In 2026, a growing number of affluent individuals, couple and families are shifting toward a more integrated approach often referred to as "holistic legacy planning". This model recognizes that wealth exists within interconnected systems:

Financial, Relational, Psychological, Spiritual, Intellectual, Philanthropic, Cultural, Educational

Documents are much needed and a starting point but cannot create emotional maturity, resilience, stewardship, a purpose worth living for, or healthy relationship dynamics. They cannot teach beneficiaries how to navigate identity, entitlement, conflict, anxiety, or the psychological pressure that oft...

05/08/2026

Some affluent individuals think the greatest legacy they can pass on is their financial capital, when in reality, it is their 'thinking'. Their intellectual, emotional and spiritual capital. Yet as a society and in our family cultures, it can be easy to avoid regular conversations about all forms of wealth. Even worse, silence around money or the 'internal thoughts in our head' can fracture trust as well as relationships for one or more generations.

In this episode, hostess Angelina Carleton speaks with John Knowlton who has built businesses, advised affluent and helped steward more than a billion dollars in client assets. They speak on how to be as well as raise financially responsible individuals of any and all ages, creating unity and living into values instead of entitlement or tragedy. Tune in to hear how to prepare yourself and those around you for the emotional responsibility of wealth because with a solid roadmap, wealth can strengthen relationships, preserve values, and become a force for good for generations to come.

https://podcasts.apple.com/us/podcast/building-a-legacy-that-holds-families-together-with/id1562218846?i=1000766823443


Abundant Thought Revolution