Leslie Quinsay is an entrepreneur, investor, and author of Legacy: A Guide to Successfully Transferring Wealth from One Generation to the Next. “If you don’t take care of things early on and something happens unexpectedly,” says Leslie, “aside from death, if you get sick or incapacitated and you can’t oversee your portfolio, it can get really confusing and messy for your family.” This is especially pertinent given everything that's going on with the COVID-19 pandemic, and today’s discussion covers everything you need to get started with estate and succession planning, so you protect your wealth and successfully pass it on to the next generation. Be sure to grab your free copy of the Investing For Good book: https://goodegginvestments.com/book Check out the show notes for this episode: https://investingforgoodpodcast.com/episodes/20
“If you don’t take care of things early on and something happens unexpectedly,” says today’s guest, “aside from death, if you get sick or incapacitated and you can’t oversee your portfolio, it can get really confusing and messy for your family.”
There are two things that people absolutely hate talking about: death and finances. Today’s discussion covers both of those things through the lens of estate and succession planning and is especially pertinent, given everything that's going on with the COVID-19 pandemic.
Leslie Quinsay is an entrepreneur, investor, and the author of Legacy: A Guide to Successfully Transferring Wealth from One Generation to the Next. Leslie grew up with parents who were successful business owners themselves.
She participated in the family business for a good portion of her life before deciding that she needed to stake out her own path. Not long after this, her father suffered a heart attack which, of course, drove Leslie and the rest of the family into a panic as they scrambled to account for every potential future regarding his business and other assets.
This experience was the catalyst for her life mission to share, to as many people as possible, the vital yet often overlooked topic of securing your assets for the next generation.
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