My Legacy Experience de Donna C Watson

My Legacy Experience

Donna C Watson

This book documents the author's personal experience with administering her mother's estate. The story is a candid and detailed account of the legal, financial, and emotional components of estate administration. The author shares several great lessons from her experience: Be prepared to make short-term and long-term decisions. Everyone has an estate. Everyone needs an estate plan. Everyone can build an estate. Leave a trail of breadcrumbs for those left behind. It costs money to die! Who knew??? Leave a mark and not a scar.

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Notă biografică

Donna C. Watson is a 1994 graduate of Rockhurst University, Kansas City, Missouri, where she earned a Bachelor of Science Degree in Accounting. She received her Juris Doctor from Loyola University - Chicago School of Law in 2001. Donna is a licensed attorney in Illinois, Oklahoma, and Missouri. Donna has over 12 years of experience in tax compliance and tax consulting. In 2004, Donna expanded her skill set into the areas of probate and estate planning. She is currently a Trust Administrator with the Country Club Trust Company, in Kansas City, Missouri. In her role as a Trust Administrator, she oversees the day-to-day administration and operation of various trusts, estates, charitable entities, individual retirement accounts (IRAs), and investment management accounts. In 2017, Donna opened The Legacy Experience, LLC, a consulting firm that provides estate planning resources to the community. Donna is a member of The Kansas City Estate Planning Society, The Mid America Charitable Gift Planners, and the Kansas City Metropolitan Bar Association. Donna is also a member of Alpha Kappa Alpha Sorority, Incorporated, Mu Omega Chapter, and The Links Incorporated, Greater Kansas City Chapter. Donna is a resident of Kansas City, Missouri.