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Founder and CEO,
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Laura A. Roser is a leading expert in meaning legacy planning. She is the founder and CEO of Paragon Road, which specializes in passing on non-financial assets (such as one's values, wisdom, and beliefs).
Her work focuses on helping individuals create a legacy of excellence – from philanthropic strategies to family legacy planning to the creation of creative collateral.
Her own fascination with creating a legacy of meaning began several years ago when she met with an estate planner to organize her own affairs and realized there was not a well-structured way to pass on intellectual and character assets. Pulling from her experience as a writer, artist and businesswoman, Roser compiled a specialized legacy creation team, and together they have designed a step-by-step process of how to build an effective legacy by distilling your essence into something your family, loved ones and community will treasure now and for generations.
Not all service is meaningful. In fact, contributing to a cause without first identifying what gets you excited could turn your charity work into an unpleasant obligation. You need to find the right charity for you. Here's how.
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Passing down to your heirs your intentions for your money is just as important as passing down the money itself. Writing one letter can make all the difference. Here's how.
This year, make a more meaningful impact on your family and the world by writing up a Personal Legacy Statement.
Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love. To get the ball rolling on a plan for that transfer, you could start by simply writing a letter.