By Laura A. Roser, excerpted from Laura’s new book, Your Meaning Legacy: How to Cultivate & Pass On Non-Financial Assets — Available on April 23, 2018. What Matters to You? Estate planning traditionally focuses on your financial assets. But there’s more to you than your physical wealth. What about your wisdom, beliefs, values, important family…

By J. Robert Moon Realistic Expectations for Our Spiritual Legacy I stare out the window from my seat on the Delta flight from Atlanta to St. Louis, realizing I am still in shock. Four hours ago, I received the unexpected call that my dad died while he and my mother were visiting relatives in Branson, Missouri….

By Peter W. Johnson Jr. “Forget not that the earth delights to feel your bare feet and the winds long to play with your hair.” —Khalil Gibran Imagine getting up at dawn and, after a delicious breakfast buffet that includes tropical fruits exotic enough to tantalize even the most jaded palate, climbing to an aerial walkway…

By Daniel Slone Replacing the unending pursuit of happiness with the quest for a meaningful life In college, Emily Esfahani Smith embarked on a search for happiness. Since everyone insisted that the path to happiness is success, that was the road her quest took. Yet contrary to what our culture told her, she did not find…

By Sterling Foundation Management Take your foundation to the next level in the new year. Philanthropy and its challenges are not new. Aristotle, who lived 2,400 years ago, was aware that “to give away money is an easy matter and in any man’s power. But to decide to whom to give it, and how large,…

By Laura A. Roser Your Personal Legacy Statement Your Personal Legacy Statement or Personal Mission Statement is your declaration of how you’d like to live your life and impact others from an ethical standpoint. It’s different from goals, which are about achievements. The objective of a Personal Legacy Statement is to clearly state your principles, how…

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…

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…

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…

Bringing Unity Through Contemplating What We Have in Common As Family By Timothy Hutchinson Think of all the people you know, all the people you have ever met, and all the people you have ever seen. Now think of all the people they have ever known, seen, or met. How many generations do you suppose you…

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