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…

On Reading, Writing, and Mythological Tales By Donna Jo Napoli We tell and retell events in the lives of Athena and Zeus, Freyja and Thor, Aset and Ra, and so many other Greek, Norse, and Egyptian gods, and we call these tellings a story. One of the interesting things about mythology, though, is that it is…

by Leslie Clark It was she who taught me that words have the power of flight. Any time she was sitting still, she held an open paperback, its pages outstretched like the wings of a gliding gull. She’d tell me of the places those books had taken her. The upstairs shelves overflowed with her literary…

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…

Consensus, Not Fiat, in Family Governance By Daniel Slone Thomas Rogerson’s approach to preserving family wealth is as much about trust and communication as investment and tax planning. In the popular consciousness, inherited wealth is probably linked most closely to the Paris Hiltons of the world — the spoiled child who never worked for anything,…

Monroe Diefendorf Wants to Redefine the Meaning of Inheritance By Christopher Zacher Monroe Diefendorf understands the importance of strong financial planning. Having been born into Diefendorf Capital’s life insurance legacy, founded by his great-grandfather in 1875, Monroe (who goes by Roey) found a place for himself in the family business, working alongside his father. He…

Tim Belber, Founder and Principal of the Alchemia Group, Addresses the Tricky Question of How to Effectively Pass on Wealth Through the Generations.     By John Raith   W hen Tim Belber graduated from Wharton, he went to work for a life insurance company doing business and estate planning services on the east coast at…

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