Season 1, Episode 09
Faith, Family and Estate Planning
ft. Shakisha Morgan
For My Readers
Faith, Family and Estate Planning ft. Shakisha Morgan
In this episode, your host Claudia engages with Shakisha Morgan, also known as The Legacy Counselor, highlighting the importance of estate planning and faith in building a lasting legacy.
Shakisha explains that estate planning is for everyone, and makes estate planning less daunting by walking us through the reflective and contemplative nature of its process. She also shares how faith plays a crucial role in decision-making and legacy planning, encouraging us to prioritize what truly matters in our lives.
Don’t miss this episode as Shakisha candidly shares the chaos and challenges of juggling motherhood and entrepreneurship, emphasizing the importance of setting boundaries and prioritizing what aligns with one's values. With her unique approach to estate planning, infused with faith and intentionality, Shakisha offers a refreshing perspective on us in order to prepare for the future while living fully in the present.
Discover how faith shapes decisions and leaves a meaningful legacy for future generations. Tune in!
Meet Your Bold Moves Bestie & Host
Claudia
Hi! I’m Claudia, the CEO of Capital Consulting Group, a digital and data analytics consulting firm. You can also add mom, student pilot, and nonprofit founder (Black Girls Fly, Inc.).
Here’s what I’ve observed. 👇🏾
Women don’t take time to celebrate and nurture all facets of their lives because they’re too busy — going, doing, and being.
I’m on a mission to change this. To become your Bold Moves Bestie! To help you redefine success in action.
About The Guest
An educator at heart, Shakisha Morgan, Esq. is a learner, strategist, and connector affectionately known as The Legacy Counselor. As the Founder and Principal Attorney of The Morgan Firm, LLC, Shakisha is on a mission to see more financially secure families who engage meaningfully and knowledgeably with each other about building wealth, especially through estate planning.
A proud graduate of Prince George’s County, Maryland Public Schools, Stanford University, and Georgetown Law, Shakisha has devoted herself to increasing access to Black generational wealth through her work conducting community & corporate workshops, delivering guest lectures and keynotes, and providing transformative advice to her clients. She is a published author on topics related to estate planning, multigenerational wealth building, Black wealth, and servant leadership. She also has the distinct honor of teaching at the University of the District of Columbia David A. Clarke School of Law, a public, historically Black, land-grant university in Washington, D.C.
Shakisha is the host of “Estate Ready with The Legacy Counselor” – a podcast created with one goal: to communicate that estate planning is for EVERYONE! On the show, Shakisha and her guests discuss the estates of some of their favorite celebrities (like Bob Marley, Nipsey Hussle, and Aretha Franklin) and highlight key take-aways that you can apply in your own life.
Shakisha is the proud daughter of Jamaican immigrants, a ride-or-die sister, devoted wife, intentional mother of two daughters, and committed mentor.
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