Almost Everyone Makes By Laura A. Roser Estate planning traditionally focuses on your financial assets. But when you think about what matters most, is it your car, home, or bank account? Of course not. The only reason those assets have any value is you’ve assigned meaning to them. You hope, for example, when you give money…

Bringing Mentoring Back to Legacy Planning By Peter Johnson Even now, I feel vulnerable and embarrassed sharing the following story. It’s a painful legacy to recall. In the early ‘70s, I was a young man living in Los Angeles with a vague dream of making a living in the music business. I was a junior…

How to Nurture and Pass Along Spiritual Capital in Estate Planning By Charlie Douglas Estate planning needs an extreme makeover. I was dumbfounded when I discovered there was no working definition of “estate planning” at such reputable institutions as the American College of Trust and Estate Counsel or the American College of Financial Services. Seriously, no…

By Laura A. Roser Why Martin Luther King Jr. Didn’t Need Gimmicks A friend of mine called me all excited about a new video he posted on YouTube. It featured scenes of humans helping animals. “I’ve tried all kinds of videos,” he said, “but this one got the most views. It’s up over thirty-thousand! When…

Laura Roser’s Q&A with Emily Oster, Professor, Brown University LR: Tell us about your work and where your passion lies related to your research. EO: My work focuses on health economics and, in particular, on understanding when people make choices that do not seem in their best interest with respect to their health. Much of my earlier…

Michael Stuart’s estate planning practice focuses on issues far more meaningful than wills, trusts, and tax planning. By Daniel Slone Michael Stuart is an attorney, but he is quick to argue that his profession has trained its clients too well. “They think that lawyers draft documents, financial planners build wealth, and CPAs deal with taxes. The…

By Laura A. Roser How the U.S. Compares to the Middle East, Latin American, and Asia Business succession expert Kelin E. Gersick has consulted with families from all over the world. “All families have much in common,” he says, “but they vary in important ways.” One way he mentions is the status and attention given…

Laura Roser’s Q&A with Jan Ridgely, CEO of United Charitable Jan Ridgely, CEO of United Charitable, aligns mission and passion with sound financial and estate planning partners to create integrated, approachable plans for clients and donors who want to create their LegacyTODAY. I met Jan at a charity awards event in San Diego, California, last year….

By Laura A. Roser How to Preserve the Little Moments that Add up to the Novel of Your Life Growing up, I had a friend who became obsessed with scrapbooking. In high school, I remember going to her house, and she proudly showed me rows of family albums. What memories! She’d pull one from the…

By Laura A. Roser The Question Kevin Cashman Believes We Should Ask All Young People I think there’s a fundamental flaw in how we look at careers,” best-selling author and well-recognized leadership consultant, Kevin Cashman says. “We shouldn’t be asking kids what they are going to be when they grow up. We should be asking…

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