Estate planners protect the money; I protect a client’s autonomy, true North, whole person, and well-being so they can have a legacy that isn’t just financial.

Beverly Hills, California 🗞️
Joined February 2017
Where do you begin in drafting your first family constitution or family values charter ... what are your ideas before an outside party is brought to guide this legacy conversation (before the structured entities start their formation regarding legal docs)? legacy.angelinacarleton.com/…
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Narcissists can assume the power position & bully everyone else but ...how do you survive to build & keep building your legacy as a Founder as well as for your next generation, as you grow in all forms of capital? Tune in to hear my latest podcast episode! youtube.com/watch?v=RYrfj0XN…
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How do you own your place in this world, especially in the agency of designing your legacy, when words get used such as "difficult", "spoiled" or "doesn't know what's good for them"? An heir or inheritor can already struggle with imposter syndrome ... podcasts.apple.com/us/podcas…
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When there is no roadmap, we can find ourselves searching through drawers to locate paperwork with account #'s. The truth is, most people have to start from scratch in logistics after a loved one passes. Legacy Lab is an app that can help. Tune in today! podcasts.apple.com/us/podcas…
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Anyone clinging to a title or facing a massive life transition? My podcast guest Janylene Turcotte reveals how to strip away external roles for answers, conquer your hidden subconscious blocks & design a person legacy based on your real identity. podcasts.apple.com/us/podcas…
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What if 2 legacy plans will live simultaneously when there is a family member with 'special needs'? The level of detail needed for this holistic legacy plan is higher...for lack of planning means the 'state' (gov't) takes over & they will structure things. youtube.com/watch?v=0EEwE5Jr…
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What if the biggest risk in entrepreneurship isn’t going broke, but going bankrupt in your relationships, health & purpose? Serial founder Matt Estrin (@477distilling) joins me to share his legacy vision re: spiritual, social & human capital. 🎧 Watch: youtu.be/vDccNKd7YYU
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Design Your Legacy retweeted
Preparing students for an AI-powered future requires more than technical knowledge. It requires the confidence, critical thinking, collaboration, communication, and problem-solving skills to navigate what comes next. hubs.la/Q04wjMDf0 Dr. Jennifer Berry, CEO of SmartLab, joins Angelina Carleton on the @DesignUrLegacy podcast for a conversation about STEM education, youth development, workforce readiness, and the role today’s leaders can play in shaping future generations. Dr. Berry explores the power of STEM identity and why the durable skills students develop through hands-on, project-based learning are increasingly essential in a rapidly changing world. She also shares how SmartLab’s integrated STEM learning ecosystem brings together curriculum, hands-on tools and equipment, certified facilitators, customized learning environments, and ongoing support and partnership to create meaningful learning experiences for K–12 students. The conversation explores: 🔹 Building STEM identity through authentic learning experiences 🔹 Developing durable skills for an AI-powered world 🔹 Strengthening critical thinking, discernment, and problem solving 🔹 Creating opportunities for collaboration, communication, and reflection 🔹 Connecting K–12 education with workforce and career readiness 🔹 Engaging businesses and communities as partners in student success 🔹 Building a lasting legacy by investing in the potential of young people The future will demand students who can do more than find answers. It will require young people who can think deeply, ask better questions, collaborate with others, adapt to challenges, and confidently solve real-world problems. Discover the full conversation and explore how purposeful, hands-on STEM learning can help prepare students to lead what comes next. hubs.la/Q04wjMDf0 #SmartLab #STEMEducation #STEMLearning #STEMIdentity #ProjectBasedLearning #CareerConnectedLearning #DurableSkills #ProblemSolving #FutureOfEducation
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Don’t just pass down money—pass down the blueprint that built it. Most legacy plans transfer financial wealth, but 90% of family capital is wisdom, values & lived experiences. Your legacy is an 'emotional safety net' to never have to navigate life blind: podcasts.apple.com/us/podcas…
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"It's getting intentional" about your Legacy that changes the outcome for the better. Just as Founders can be motivated to create time freedom in their lives, so too can we design new possibilities w/ our 'legacy' as a form of capital. podcasts.apple.com/us/podcas… @ggfranchguide
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Fear makes you stare at the storm; the Navigator looks at the stars. Legacy planning isn't about the fog of mortality—it’s keeping a steady hand on the wheel to guide you & your loved ones home. Don’t let panic steer. Chart the course. 🧭⚓ #Legacyplanning #Leadership #Mindset
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What if knowledge of selecting stocks could be your entry into 'designing your life's legacy' based on abundance, choice & personal core values? Tune in to hear a Canadian investor's journey in business & legacy building. #legacyplanning podcasts.apple.com/us/podcas… @sterling_picker
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Building a business from scratch is one mindset. Then what? For first-generation wealth creators with heirs, where's the playbook? What do they have to consider for the first time, in what's next after that? Read our blog on the the G1 legacy plan steps! angelinacarleton.com/post/wh…
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Most people accept a broken solution & call it good enough. Not female inventor Jeanine Lum. Why? Because regrets weigh heavier than failure & it can take time for others to understand your vision. #designyourlegacy #legacy #legacyplanning #jeaninelum youtube.com/watch?v=z69xseCK…
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How is your family prepared for a transition or a wealth transfer... so there can be a shared legacy? Tune in as Bhaj Townsend speaks to the nuances as well as remedies for families of affluence in this podcast episode! #LegacyPlanning #DesignYourLegacy podcasts.apple.com/us/podcas…
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