Discover how a pilot’s dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focusing on the human elements that transcend financial wealth. Kevin’s unique strategy involves cultivating ongoing relationships with clients, ensuring their estate plans reflect evolving family dynamics and priorities.
Explore the innovative “My Family, My Wealth” program, which empowers families to manage and maximize their wealth across generations. This conversation delves into the complexities of modern family definitions and the importance of flexible estate planning. Kevin offers practical insights into engaging family members in meaningful wealth discussions, ensuring the continuity of values and goals. You’ll be inspired by stories of families using opportunity trusts to create significant, positive impacts, proving that legacy is about more than money—it’s about nurturing potential and fostering enduring family bonds.
Episode Highlights
From Pilot to Estate Planner: Kevin Quinn shares his inspiring journey of transitioning from being a pilot to an estate planner. Influenced by mentors, Kevin learned to redefine the concept of legacy, focusing more on human connections and less on financial strategies.
My Family, My Wealth Program: Kevin introduces his innovative program, “My Family, My Wealth,” which aims to manage and maximize family wealth across generations. This initiative adapts to modern family structures and evolves with time, ensuring that the essence of a family’s values and goals remain intact. Kevin shares strategies to engage family members in wealth discussions, thereby fostering a legacy that aligns with personal values.
Opportunity Trust Success Story: The episode features an inspiring story of a family who used an “opportunity trust” to support their son’s groundbreaking research, leading to a successful company that saves lives. This highlights the profound impact of legacy beyond finances and emphasizes the real wealth found in nurturing relationships and understanding family dynamics.
Navigating Family Wealth: Kevin explores the complexities of managing family wealth across generations, highlighting the need for flexibility in estate planning and the importance of involving family members in wealth discussions. He also addresses the unique challenges faced by high-net-worth individuals without direct heirs and discusses the role of philanthropy in estate planning.
Redefining Legacy: Kevin emphasizes the human side of estate planning, underscoring the importance of building ongoing relationships with clients and understanding family dynamics. He encourages listeners to focus on the profound impact of legacy beyond finances, creating a lasting impact that resonates through generations.
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Website: https://innovativewealth.com/
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Connect with Kevin here:
Website: https://legacycounsellors.com/
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About Kevin:
Mr. Quinn is the founder and president of Legacy Counsellors, P.C., an estate and business planning law firm serving successful individuals and families throughout Massachusetts and Connecticut. He is admitted to the bars of the Commonwealth of Massachusetts and the State of Connecticut. An accomplished Estate and Wealth Strategies Planners®, Mr. Quinn is a former Fellow of the Esperti-Peterson Institute and has completed the institute’s three-year post-doctoral program in Wealth Strategies Planning®. Attorney Quinn is a member of the WealthCounsel, LLC. Mr. Quinn is a former member of the National Counsel on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs. Mr. Quinn is the founder and an instructor of the Wealth Strategies Institute, LLC, a professional education institute that provides continuing education to certified public accountants, certified financial planners, attorneys, development officers, and insurance professionals. He is a former Adjunct Professor of the Estate and Wealth Strategies Institute at Michigan State University and has taught classes for Lorman Education Services, Wealth Counsel, LLC, and the National Network of Estate Planning Attorneys. Attorney Quinn is a Contributing Authority to “GIVING for Everyone”, a seminal treatise on planned giving. In addition to the “GIVING” project, Attorney Quinn is a Contributing Authority to “GENERATIONS, Planning Your Legacy”, a complete discourse of thought-provoking answers to America’s most frequently asked estate planning questions, and “STRICTLY BUSINESS”, an authoritative text on business planning, succession strategies, and wealth strategies planning for business owners. Mr. Quinn is also a contributing editor of Conspectus, an online estate planning periodical of the Estate and Wealth Strategies Institute at Michigan State University. In addition to a degree of Juris Doctor from Western New England School of Law, Mr. Quinn obtained a Masters Degree in Business Administration from the University of Connecticut and a Bachelor of Science Degree in Aeronautical Science from Embry-Riddle Aeronautical University.
