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….
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…
By Steve Marken The general story is all too tragically familiar. The last statement and legacy of our loved ones is often found within the context of legal documents, defined largely by legal standards which have little meaning or comprehension to those left behind. The result can be disastrous. A true story … Father has passed….
By Mission Driven Finance Grow Your Bank Account While Changing the World Traditional thinking has historically divided money — and how to leave a legacy — into two distinct buckets: either making investments to generate profits, or making grants and donations to create social and environmental change. But people are realizing these buckets don’t need to…
