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Case Study On Legacy Planning With Healthcare Attorney

Legacy Planning Helps Outgoing Corporate Attorney Plan a Fulfilling Next Chapter

After a 35-year career, Jim Jacobson wanted to create a clear roadmap for what came next.

Podcast: CEO Maurice Smith on the Value of Legacy Planning

After 22 years as CEO, Maurice Smith was ready to retire, but unsure how to use his talents and experience in his next chapter. Hear his insights, Legacy Planning journey and advice for other executives.
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7 Ways Retired Execs Can Find Purpose After the C-Suite

In this Fast Company article, CEO Anne Sample shows how thoughtful legacy planning can lead to a fulfilling and balanced next chapter.
Exhausted And Frustrated HR Leader With Head On Desk

Succession Plans Stalled? 5 Ways to Unclog Your Talent Pipeline

Figuring out “what’s next” at the end of a successful corporate career can be anything but easy. Companies that help outgoing execs plan their legacy can streamline transition for all involved.
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