Protect Your Real Estate & Loved Ones

Protect Your Real Estate & Loved Ones

From How Do You Know? by Bela Carrasco

June 2, 2026 · 42 min · Season 2 · Episode 11

About this episode

This episode explores the differences between a legacy plan and a will, featuring insights from guest Lance Welch on legacy planning misconceptions and strategies.

The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode Lance Welch and I dive deep into this topic, as well as many other legacy planning misconceptions. Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles. He was also a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018. He now has a book out, The Legacy Navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss. We also discuss: Legacy Plan Versus Will Define Legacy Plan Steps to take for legacy planning Common themes across successful families Silver sword v gold sword What’s causing divorce rates & how to help it Top sales tips DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not…

People in this episode

Host: Bela Carrasco

Guest: Lance Welch

Topics covered

  • legacy planning
  • wills
  • divorce rates
  • successful families
  • sales tips

Keywords

  • legacy plan
  • will
  • divorce rates
  • sales tips
  • behavioral consultant

Mentioned in this episode

Organizations: Fortune 100

Products: The Legacy Navigator

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