What do camping trips, meteorites, museums, and Jurassic Park all have in common? Surprisingly, stories on these topics and many more are light and accessible entrées into the more serious subjects of estate planning and financial planning.
In thirty-two short chapters—each one based on a client’s personal story or an anecdote from the author himself—Driven by Purpose shows you the possibilities for growing your wealth and making a real impact through the legacy you plan to leave.
Helps align your financial and estate planning with your personal values.
Features dozens of strategies for leaving a lasting legacy and using charitable giving to make a transformational impact on the causes and organizations you support.
Guides you towards finding financial solutions that fit your specific needs.
Covers a wide range of topics to help you minimize tax while accomplishing your financial and charitable goals.
Filled with real, personal stories that will inspire you to get your affairs in order and incorporate philanthropy into your financial and estate planning.
Estate planning can be a challenging process, but this book brings some fun to this complex topic, simplifying it and empowering you to make decisions and plans that are right for you.
And if stories about pirates and ghosts, bird sanctuaries, and the Great Pumpkin aren’t intriguing enough, Driven by Purpose reveals five easy ways to destroy your wealth, what to do when your brain won’t let you retire, and asks the provocative question, just how long is forever?
Discover how easy it can be to incorporate philanthropy into your financial and estate planning—and take control of your wealth, your life, and your legacy.