legacy

Defining Legacy Group, LLC
Address: c/oThe Wealth Counselor, LLC, 1325 G Street, NW, Suite 500, Washington, DC
20005
Contact Name: Lisa McCurdy
Business Genre:
Short Business Description: Over the years of managing an estate and asset protection planning law practice, Lisa has come to understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family, and this often proves to be a barrier to planning. In response, Lisa founded the Defining Legacy Group, LLC, Legacy on Purpose℠
Long Business Description:

To facilitate the important, all too often missed element of wealth building, the Defining Legacy Method℠ is a service designed to help multiple generations of a family prepare for memorializing their legacy. Through a customized process of facilitated, structured discussion around the family’s values and what its members want to accomplish with their money and talents, families bond in deeper ways. Sharing makes families stronger and connects generations in a manner that creates a sense of purpose.

The Defining Legacy Method℠ is more than just an important conversation. It transforms the way a family functions, leading to a common vision and a unique Legacy Roadmap.

Through the Defining Legacy Group, LLC, we recently authored “The Legacy on Purpose℠: A Journal That Celebrates Life,” a journal filled with 59-weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion on your living legacy. The journal is available on Amazon, BarnesandNoble.com, Blurb.com and elsewhere.

Enhance your next family reunion! That’s #LegacyonPurpose !

Business Website Address: http://defininglegacygroup.com
Business Phone Number: 202-552-7383
Lisa McCurdy speaks…
Address: 1325 G St., NW, Suite 500, Washington, DC
20005
Contact Name: Lisa McCurdy
Business Genre:
Short Business Description: Public speaker on leadership, legacy, planned giving, and philanthropy
Long Business Description:

Lisa McCurdy is Managing Partner of The Wealth Counselor, LLC, a boutique estate planning and asset protection law firm that counsels high net-worth clients with in the U.S. and abroad on all aspects of legacy planning, wealth transfer, and generational wealth preservation. Lisa helps her clients to gain peace of mind that only planning can provide.  Through the Defining Legacy Group, LLC, the consulting firm she founded, Lisa recently authored “The Legacy on Purpose℠: A Journal That Celebrates Life,” a journal filled with 59-weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion on your living legacy.

A deliberate community leader, Lisa was recently elected as the first African-American President-elect of the Rotary Foundation of Washington, D.C. (2020-2021), after having served as the first African-American and fifth female President of the prestigious Rotary Club of Washington, D.C. (2018-2019) in its 107-year history. Lisa is especially proud of the Club’s decades of impact in the community to ensure citizens of all eight wards in the District of Columbia, her beloved hometown, live their best lives.

Additionally, Lisa serves on the Board of Trustees of the St. Anselm’s Abbey School and the Board of Directors of the National Alliance for Safe Housing (NASH), and is a member of the AEI Leadership Network, Washington, D.C. Chapter of The Links, Incorporated, and Washington, DC Alumnae Chapter of the Delta Sigma Theta Sorority, Inc.

Lisa lives in Washington, D.C. with her husband, Raymond Hankins, and their son, Heracles (canine). Their son, Robert (human), lives in New York City. 

Business Phone Number: 202-253-9667
The Wealth Counselor
Address: 1325 G Street, NW, Suite 500, Washington, DC
20005
Contact Name: Lisa McCurdy
Business Genre:
Short Business Description: “Your Lifetime Attorneys for Your Lifelong Journey” – Estate and Asset Protection Law Firm
Long Business Description:

The Wealth Counselor, LLC is a boutique estate planning and asset protection law firm that counsels high net-worth clients with in the U.S. and abroad on all aspects of legacy planning, wealth transfer, and generational wealth preservation. We help our clients to gain peace of mind that only planning can provide.  Through our sister company, Defining Legacy Group, LLC, we recently authored “The Legacy on Purpose℠: A Journal That Celebrates Life,” a journal filled with 59-weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion on your living legacy.

The Wealth Counselor strives to refocus estate planning from death, dying and disability planning to planning that celebrates life! Learn how to prepare a tailored estate plan that leaves you feeling liberated and excited for the next chapter in your legacy. #AreYouPrepared

Business Website Address: https://www.thewealthcounselor.com
Business Phone Number: 202-552-7383
Business Fax: 1-888-644-8504