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…

By Stacy Derby Take Control. Ensure your heirs know your personal story. Don’t let others define your legacy. It Wasn’t Always This Easy. Younger generations didn’t witness the struggle and the sacrifice. Enlighten your heirs. Navigate Wealth Transfer. Engage in meaningful communication to avoid the high attrition rates of generational wealth. Family Business Succession. A corporate history can inform and…

By Laura A. Roser Join Me in Mapping Out Your Life Last year my fiancé and I began planning our legacy together. A part of the process is thinking about important memories. But my fiancé, like many people, had never spent much time thinking about turning points in his life. It took a process of discovery…

By Karen Long Capturing and Preserving Moments of a Lifetime Sure, it was ridiculous to even try, but I was an outlier. I heard the dare as a personal invitation to be the exception. As a college student in Buffalo, NY, I took up photography as a hobby. But I had a lucky accident, sold an…

By Laura A. Roser Jean-Paul Sartre’s Insight and What It Means for Your Family In his 1943 play No Exit (Huis Clos, in French), Sartre wrote: “All those eyes intent on me. Devouring me. What? Only two of you? I thought there were more; many more. So this is hell. I’d never have believed it. You…

By Laura A. Roser Why Those with the Largest Following Aren’t Always the Wisest I have this nasty habit. It makes me feel a bit weak and hypocritical. You see, I admire people who march to the beat of their own drummers and make their own paths. And that’s who I want to be. Often, that’s…

By Tom Deans, Ph.D. Time: Deciding to hold a family meeting to discuss and design a transparent estate plan with close family members could consume an entire morning of your life – that’s three hours of your life that you will never get back. Play a round of golf instead. Over-rated: Family meetings are over-rated especially when attended…

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