Gen One Legacy
Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy.
Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker.
One person can’t change the world alone.
But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.
Your journey as a first-generation high earner isn’t just about accumulating wealth; it’s about creating a legacy that lasts the tests of time. A legacy that empowers your family, uplifts your community, and leaves a lasting mark on society for generations to come.
That’s why each episode of Gen One Legacy dives deep into the critical aspects of wealth creation, preservation, and legacy formation. From actionable stock options & equity comp strategies, to investing, estate planning and fostering a mindset of generational wealth, we cover it all.
Join us as we distill proven Wealth Management practices into practical and actionable insights that you can apply to your own life.
Whether you're an entrepreneur, an executive, or anywhere in between in the tech space, this podcast is your first step toward securing a prosperous future for your family and generations to come.
Subscribe to the Gen One Legacy where we’ll help you get your financial house in order so you can live your legacy.
Gen One Legacy
Estate Planning for Mere Mortals
When you hear 'estate planning', what pops into your head?
Massive mansions, complex legal documents, and colossal inheritances, right?
Well, truth be told, estate planning isn't just for the well-heeled. In fact, it's a must-do for anyone and everyone who wants to keep their hard-earned assets safe, distribute their wealth in an organized way, and take care of their loved ones even when they're not around.
So then, what does it take to have an effective estate plan?
Well, first things first, you’ll need to identify the assets in your estate and choose who will inherit certain portions of your wealth.
You’ll also want to assign trusted individuals to take care of your affairs and settle your estate, and, at the same time, identify individuals to step in and make decisions on your behalf if you become incapacitated.
And after you’ve created your estate plan, the work doesn’t stop there. That’s because things like life changes and tax laws change can quickly make your plan obsolete.
Indeed, keeping your estate plan updated can help ensure it always reflects your wishes and protects your loved ones and assets to the max.
To be sure, estate planning is not an exclusive club for the rich and famous. It's a savvy move for everyone who wants to safeguard their financial future and leave their mark, no matter how big or small their estate is.
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