Episode 9

full
Published on:

19th Apr 2024

Building a Better Tomorrow -- Leaving a Legacy

Episode 9: Building a Better Tomorrow - Leaving a Legacy

Host: Sidney Wheelan

This episode explores the concept of legacy building through community service, charitable giving, and estate planning.

Key Points:

  • Legacy giving goes beyond financial impact; it's about leaving a lasting impression that inspires others.
  • There are many ways to give back, including volunteering, donating time or money, and sharing your talents.
  • Charitable giving through estate planning allows you to designate a portion of your assets to causes you care about.
  • Charitable giving reflects your values and passions.
  • Consider setting up a scholarship fund or a fund to support a specific cause you care about.

Examples:

  • A client who set up an animal fund to ensure her pets were cared for after her death and also provided funds for spaying/neutering pets in the community.
  • Setting up a scholarship fund to support students in a particular field of study or from underprivileged backgrounds.

Call to Action:

  • Get involved in your community.
  • Donate to your favorite organizations and causes.
  • Consider estate planning to leave a lasting positive impact.

Contact Information:

  • Please feel free to Contact Us to learn how we can help you support the people and causes you care about for generations to come.

WheelanLaw.com

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law.  This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship.  The choice of a lawyer is an important decision and should not be based solely upon advertisements.

Show artwork for Law Days & Lattes

About the Podcast

Law Days & Lattes
Welcome to Law Days & Lattes, a unique blend of law, business, and a warm cup of wisdom. Your host, Sidney Wheelan, is not just an attorney but also a real estate investor and entrepreneur. This podcast is your one-stop source for legal insights, business strategies, and so much more.

Whether you’re a seasoned professional, an ambitious entrepreneur, or someone seeking guidance, Law Days & Lattes is the podcast for you. We aim to empower our listeners with valuable business strategies and insights into navigating the legal landscape.

But we’re not just about law and business. We believe in living a well-rounded life, so we’ll also touch on topics related to lifestyle, finance, health, fitness, and travel. After all, a well-lived life encompasses so much more. Join us on this journey as we explore the various facets of life over a warm cup of wisdom.

www.wheelanlaw.com

About your host

Profile picture for Sidney Wheelan

Sidney Wheelan

Sidney is a seasoned lawyer with over 25 years of experience in the field of law. Throughout her extensive career, she has worked with a wide range of clients, from individuals to businesses, providing them with high-quality legal representation and counsel. Her exceptional legal skills and dedication to her clients have earned her a reputation as a skilled negotiator and litigator.​​

In 2016, Sidney decided to take her career to the next level by opening her own practice, Wheelan Law -- specializing in personal injury, estate planning and business law. However, she understands that all cases are unique and focuses on providing personalized legal services tailored to her clients' specific needs.

​Recently, Sidney embarked on a new endeavor to renovate the vacant Merrell University building in the historic downtown area of Moberly, MO. The commercial space is now home to Wheelan Law and an assortment of other local businesses.

Sidney is known for her compassionate and client-focused approach to law. Her expertise, professionalism, and dedication to her clients have made her a highly sought-after lawyer in Mid-Missouri.