May 3, 2022
In this episode, we talk with Donna C. Watson, author of “My Legacy Experience: How my Mother’s Life Prepared Me For Her Death.” This powerful conversation provides a solid overview of the importance and need for a roadmap for all of us to ensure our Legacy is set and ready for what comes, planned and unplanned.
Donna is an estate planning attorney who has spent her career
guiding others through their financial decisions and goals. At the
Country Club Trust Company, she serves as a Trust Administrator
where she oversees the day-to-day administration and operation of
various trusts, estates, and charitable entities. She is a
well-known speaker throughout the Kansas City, MO community,
sharing her knowledge to help others avoid common pitfalls.
Donna opened her consulting firm, The Legacy Experience, in 2017 to
provide estate planning resources to her community.
Today she shares with us how she began her legal career and takes
us through a candid account of the legal, financial, and emotional
components of estate administration and how to create your
LEGACY.
What to Listen For
- Introduction – 2:22
- Donna’s story – 3:50
- The legacy experience – 6:10
- My mother, my inspiration – 8:30
- What legal documents should I have – 12:15
- Are you building an estate? – 15:20
- Be gracious givers – 16:03
- A is for…. – 17:36
- Understand the character of the assets you have – 18:05
- How to start that hard conversation with your family – 21:40
- Summing it all up – 27:02
Leaving a legacy is more than just a financial decision. It’s about
creating a character, spiritual, and charitable legacy.
Resources from this Episode
- More about Donna C. Watson and My Legacy Experience
- Order your copy of
“My Legacy Experience: How my Mother’s Life Prepared Me For Her
Death” to learn more about how to create your legacy.
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