The Legacy Spectrum Workbook

By Mark A. Weber, Philip Cubeta

In 2017, Mark Weber wrote The Legacy Spectrum: Passing Your Wealth With Thought And Meaning as a guidebook to help wealthy individuals (and the advisors who work with them) go beyond traditional estate planning to create meaningful family and community legacies. In this companion Workbook, Weber and philanthropy expert, Philip Cubeta, widen the focus to all individuals who wish to:

  • Leave children “enough” money, but not too much; and
  • Leave legacies for children and community.

 

This Workbook contains the exercises and direction to do both and is designed to help readers:

  • Crystallize their thoughts about the financial and legacy values they wish to leave behind;
  • Teach children to be good stewards of the financial wealth they will receive; and
  • Guide advisors as they work to create the lasting legacy each of us desires.
    ABOUT THE AUTHORS

Mark is the author of The Legacy Spectrum: Passing Your Wealth With Thought And Meaning, (Vinton Street Press, 2017), and co-author with Philip Cubeta of its companion Workbook. He has provided financial and estate planning advice to some of the wealthiest families in America for over 30 years. Mark has also led scores of advisors though philanthropy classes that have benefitted hundreds of families, nonprofits and communities. In his own family, he has helped two generations create meaningful legacies for children and build close family ties.

 

To learn more about Mark and the Legacy Planning Process, please visit http://thelegacyspectrum.com


Philip Cubeta  is the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, and is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum. In addition to co-authoring The Legacy Spectrum Workbook with Mark A. Weber, he is the author of numerous articles on philanthropy. In 2012, he won the Fithian Leadership award from Advisors in Philanthropy. Phil currently serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalynn Carter).

 

To learn more about the Legacy Planning Process, please visit

http://thelegacyspectrum.com






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About the Wire-O Bound Workbook

Publisher Vinton Street Press
Publish date 07/31/2018
Pages 27
ISBN-10 0999090704
Language English