Leaving a Legacy - Part II - The Big Picture

Verse of the Week: Proverbs 13:22

This week's episode connects estate planning to wealth transfer, and wealth transfer to legacy. Legacy is the history, the ethos, and the stewardship transition involved in wealth moving from one generation to the next. Much is made of business ownership and the compexities involved.

This non-technical episode may be the biggest blessing ASV has offered you so far!

Gratefully,

Aaron & Team

Weekly Roundup Sept 29-Oct 3.pdf

Download PDF • 89KB

Weekly References:

https://sites.lsa.umich.edu/mje/2025/04/03/the-great-wealth-transfer-and-its-implications-for-the-american-economy/