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
Creating a Multi-Generational Impact with Educational Trusts
Is educating your children, grandchildren, or other important individuals in your life a priority?
Well, for many of us, the answer might be a resounding "yes."
And so, you've likely thought of ways to support the learning efforts of your loved ones, including funding their education expenses.
Now, when it comes to setting aside money for education expenses, you might think of traditional savings vehicles like a 529 plan, a Coverdell, or UTMA.
But the trouble is that once the money leaves your hands, you have no control over its use.
To be sure, while each of these vehicles has its own merit, ultimately, they have restrictions regarding the amount of control and discretion you have over the gift you make.
So then, how can you support your family's future learning while maintaining some control over how the money is used?
That's where educational trusts come into play.
You see, an educational trust is specifically tailored to ensure that your gift is used exclusively for educational purposes, from private schooling and college tuition to enriching experiences like studying abroad.
At the same time, it's more than just a savings vehicle because by establishing an educational trust, you're sending a powerful message about how crucial it is to foster intellectual understanding, opportunities, and growth in your family for generations to come.
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