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nDash Writer Profile for Lisa McCurdy

Headline

Values-based legal strategist, translating the dreams of savvy business leaders into legacy roadmaps across generations.

About Me

Financially successful families seek my guidance to establish a generational Legacy Roadmap™ 🎯 that intersects:


(1)  guiding principles, values, and wisdom with

(2) vision and goals, while 

(3) giving voice across generations leading to a family, which 

(4) successfully surpasses targets to scale using my signature📍Legacy on Purpose™ Method | wealth & wisdom.


I am passionate about helping high net-worth families - the $10M to $30M net-worth family, often overlooked during the generational wealth conversation.

Values-based legal strategist, translating the dreams of savvy business leaders into legacy roadmaps across generations. Giving peace of mind. Dropping into financial literacy conversations to amplify need for estate planning and asset protection planning.

Industries I Write About

Finance

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Business

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Finance

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Health & Wellness

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Finance

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Finance

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Business

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My Writing Samples

Note, Distributive Share Deductions of Partnership Losses and Deductions Under Section 465: American

An analysis of partnership losses and deductions under the Internal Revenue Code Section 465, specifically related to distributive share deductions.

https://bit.ly/33PfDFv

Legacy on Purpose℠: A Journal That Celebrates Life - Liberating Exercises and Expressions of Purpose

We start with thought-provoking questions meant to stimulate thinking, insight, and discussion. When shared as a family exercise, families discover what unites them, establish a common vision, feel deeper connections, and become stronger. Reflect on your life experiences, events, adventures, customs, guiding principles, and values. Write or draw your response to the exercises contained within. Primary Category: Self-Improvement Project Option: 6×9 in, 15×23 cm Number of Pages: 148

https://bit.ly/2QDWNbb

Stay Connected to Family and Friends No Matter How Far Apart We Find Ourselves

The pandemic has made remaining connected to family members and friends particularly difficult. This article provides guidance on how to remain connected even while we cannot host gatherings and socialize in-person like we used to be able to do so.

https://www.linkedin.com/pulse/staying-connected-family-friends-matter-how-far-apart

What is a client to expect during the estate planning process?

The estate planning process is a mystery to many. This article describes the steps to working with an attorney to establish a plan.

https://www.linkedin.com/pulse/what-client-expect-during-estate-planning-process-legacy-on-purpose

Jumpstart: It’s the Perfect Time to Get Your Affairs in Order

A discussion of how to begin to gather the details necessary to get one’s financial and estate affairs in order.

https://www.linkedin.com/pulse/jumpstartits-perfect-time-get-your-affairs-order-legacy-on-purpose

What’s the Best Father’s Day Gift You Can Give? In Our Opinion, it’s an Estate Plan for Your Family.

This article suggests that an estate plan is the best gift for dad on Father’s Day is an estate plan.

https://www.linkedin.com/pulse/whats-best-fathers-day-gift-you-can-give-our-opinion

Experience

Managing Partner

Thirty years of experience practicing law, writing articles, and serving on nonprofit boards.

Company: The Wealth Counselor LLC

I worked there from 1/2000 until now

Content I Write