I’ve worked with many estate planners throughout the years—both to organize my own affairs and for business. And I’ve noticed an interesting phenomena. It seems the financial services community hides behind elaborate jargon in favor of addressing the emotional reasons their clients are sitting in front of them. They’ll talk about non-revocable trusts, captive insurance…
By Matthew Roser If you would not be forgotten, as soon as you are dead and rotten, either write things worth reading, or do things worth writing.” – Benjamin Franklin, Poor Richard’s Almanac How often do we catch ourselves or others quoting the immortal words of Shakespeare, Aristotle, or even the Bible? And among these,…
DEAR LORD LAMINGTON, I was just perusing my Facebook profile and I am tagged in some awfully embarrassing photos of me drunk at a party wearing a pink feather boa and a paper Burger King crown. It was supposed to be ironic, but now, it just seems undignified. It certainly doesn’t project the image of…
Legacy letters or ethical wills are mentioned in both Christian and Hebrew bibles as a way of passing values, beliefs, blessings and moral philosophies from one generation to the next. Significant transition points which may inspire the creation of a legacy letter are: Single adult who reaches middle age without plans for marriage or…
Interview with Stuart Rudick of Mindfull Investors Investment manager and founding Partner at Mindfull Investors Venture Fund, Stuart Rudick was investing in disruptive companies before it was trendy. Rudick said, “Back in the 70s, I started my own practice of kundalini yoga and meditation. It was a mindfulness practice. I began to think that…
How Ash Kumra is Taking Startup Culture to a Whole New Level Serial entrepreneur, author and speaker, Ash Kumra began his legacy with one simple question: “How can I help push people to become better versions of themselves?” For Ash, a “better version” means helping others reach their dreams. Ash was recognized twice by…
Ethical wills are mentioned in both Christian and Hebrew bibles as a way of passing values, beliefs, blessings and moral philosophies from one generation to the next. Significant transition points which may inspire the creation of an ethical will: Single adult who reaches middle age without plans for marriage or to have children. This can…
