By Laurie Sorensen What if we viewed time as something to invest rather than something to spend? This thought is at the heart of the Sorensen family’s view of legacy. The family not only views their own lives as being a precious trust they get to steward but also encourages others to live their lives…
By Mark Hartnett Families face an uphill battle when passing down their wealth. One oft-cited study conducted by Roy Williams and Vic Preisser has shown that 70 percent of family estate transfers fail as a result of family squabbles and disagreement. To paraphrase noted author James E. Hughes, Jr., families that are truly successful are…
By Amanda Dunn For many collectors, their interest in acquiring art is a passion. People spend their entire lifetime building their collection, and it can make up a substantial part of their net worth. But, unlike the thoughtful planning that is often intrinsic to other assets, the majority of collectors have not crafted a plan…
By Janice A. Thompson The rocks in my sister-in-law’s garden tell a story. On each rock you can see the perfectly etched imprint of the foliage that once surrounded them. They tell of another time when the plants were alive and thriving. Just as these rocks tell a unique story now a part of history,…
By Thornton Sully Otylie Bártošova has no reason to believe that her eccentric, drunken father’s legacy, an aging score to a sonata that he bestows to her before staggering off to be killed in World War I, is of the profound origins that he claimed. Nevertheless, she dutifully defends it when in 1939 the jackboots…
By Bill High There are some days you never forget. I was just barely 12 years old the day of my father’s funeral. He was in the military, so his funeral took place at the Leavenworth National Cemetery. It was the only one we could afford. As part of the ceremony, they included a 21-gun salute….
By Eric Dunavant It’s hard to believe how fast time flies. This year will mark my 20th year in the financial/legacy business, but many days it feels like it was just yesterday that I started. That’s the funny thing about life. Speak to anyone who is older, and they will always tell you life goes much…