By Laura A. Roser Like many, Paulette Pantoja was a child of divorce. She’d spend hours watching TV with her sister, while her single mother was away at work. “It was an escape,” she says. “A way for my sister and me to laugh together and be with each other.” That love of entertainment has…

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 Laura A. Roser A couple days ago, I spoke about legacy at an event for the Seattle Foundation. One of the attendees anxiously came up to me afterward and said, “I have to tell you about a tradition we have in our family. It’s called Cousins Camp.” He paused for dramatic effect. “Have you…

By Laura A. Roser “I was born with a wooden spoon in my mouth,” Jennifer Lanzetti told me in a recent interview. “My parents didn’t have a lot of money, but boy did we have a lot of love.” In her teens, Jennifer was diagnosed with severe endometriosis. Over eight years and fifteen surgeries, she…

By Laura A. Roser SAY San Diego CEO Nancy Gannon Hornberger has spent her career providing support to families of struggling children and to youth directly. “Growing up, my youngest brother was a child with lots of energy and emotion and creativity, and it was very hard for his teachers to entice him into conforming…

By Marty Chiu Happiness is having a large, loving, caring, close-knit family … in another city.” — George Burns Close — but not too close — is the ideal situation, right? Family ties can be messy. Often family relationships seem to unravel along the journey of life. This is probably not how family leaders intended…

By Gloria Bares When I was young, I loved gardening days with my Dad. I’d see him, clippers, snippers and spade in hand. walking toward our backyard, his garden, his second home. I remember his six foot two inch frame, curled over the flower beds of zinnias, daisies, geraniums. Nasturtiums–orange, red-orange and yellow– spilled lazily over the borders….

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…

By Alan Pratt, CEP, CAP Years ago, I heard Bill Neukom speak about what he did when his Microsoft stock options turned into millions. One of the original corporate counsels for Microsoft in the early 1980s, he’s now a multi-millionaire and owns the San Francisco Giants baseball team. Something he said stuck with me, “I never…

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