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Legacy on Purpose®

Lisa McCurdy

Conversations about legacy, family, and stewarding wealth with intention. Twice a month, receive powerful strategies to have tough conversations with confidence, plan for the future with courage, and communicate legacy with clarity. With real testimonies!

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues24Foundeda year agoLast Issue4 days ago
Active

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Latest Issues

The Four Traits Every Qualified Caretaker Needs

As we age, our loved ones age with us. For most adult children, the caretaker role arrives in their late 40s or 50s.

For me, it came sooner. I became my uncle’s caretaker in my early 30s and served as his guardian for eight years. That rol...

4 days ago
2

Adopt the LegacyMakers® Mindset and Watch Your Family Change for the Better

Dear Legacy on Purpose® Family,

When I coined the term LegacyMakers®, I had one vision in mind: to identify and name the people in our families who willingly take on the responsibility to steward the family’s legacy well.

This is not an...

11 days ago
1

Why I Chose to Build a Legacy on Purpose®

For eight years, I served as my uncle’s caretaker. I was in my early thirties when it began. I was responsible for answering life and legacy questions on his behalf until he passed in his seventies. I had been in court before, advocating fo...

17 days ago
4
1

When Everyone Has a Voice, Who Leads the Family?

As families grow across generations, leadership becomes more complicated.

Parents may still hold authority. Adult children want a meaningful voice. Spouses join the family. Siblings bring different perspectives. The next generation begins...

24 days ago
2

The Disruptive Sibling No One Wants to Talk About

A client recently reached out to me with news that has stayed on my mind.

Years ago, our firm helped her parents establish a trust. Both of her parents have since passed away, and she has now come to us to build her own estate plan.

Ful...

a month ago
2

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  • Lisa McCurdy

    Legacy Architect™. Nearly 30 years helping high-net-worth families protect their wealth, wisdom and values. I help you have thoughtful conversations about legacy, family, and stewarding wealth with intention.

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