Have you ever wanted to learn more about your family history and take a proverbial journey home? If you answered yes, then you are not alone. Plenty of people want to learn more about their ancestors. In particular, they want to know who they were, where their family originated from, what happened to them, and…

By Laura A. Roser When I released my book, Your Meaning Legacy, last year, I directed readers to an online Meaning Legacy Assessment. In just 13 questions, you can determine what’s important to you and what isn’t. It also helps you determine which non-financial components of your legacy you’ve already handled and which ones need…

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 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 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 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 Chris Gibbons Let’s start with a New Year’s admission: self-reflection is hard. Each of us believes we know ourselves, that we have a sense for the nature of our loved ones, and that we’ve identified a firmly formed picture of right and wrong. Perhaps above all else, each of us believes we are rational people…

By Laura A. Roser How to Extract Your Life Lessons One story, told right, could decide the fate of your children, grandchildren, and even great-grandchildren. Think about it, that one story about how you started your business could be the thing that unifies your family and makes them want to dedicate their lives to your vision….

Page 1 of 111 2 3 11