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 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….

By Melissa Mitchell-Blitch A Simple Tool to Help Families Thrive I was recently asked by our local community foundation to speak at their upcoming meeting for advisors. My talk would follow a tax law update and precede a generous time for Q&A. That would leave 15 minutes for me to talk about family dynamics in wealth. Families…

By William Jenkins, Content Editor for Legacy Arts magazine An Interview with Artist Sean Chao LA: What influenced you in your career path? SC: Being an artist is a challenging career path, but I’m happiest when I’m creating art. My parents were very encouraging when I was young. Sculpting became natural for me to express myself…

By Christopher Zacher How Larry Kesslin Helps Others Find Their Purpose Throughout Larry Kesslin’s life, he’s found himself continually reconsidering his definition of the word success. When he worked at General Electric in the early 90’s, success was a monetary value. After leaving the company to start his own consulting firm, it became more about freedom…

By Todd DeKruyter Leaving a Full Legacy Have you ever heard a good joke on death rates? No? So why is that? Why are most jokes about death and mortality bad? Well, because none of us like thinking about our own mortality. However, we all would like to think that in some way we will live…

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